Bilingual Financial Services Representative

About the role

MCI is seeking experienced Bilingual Financial Service Representatives to support both inbound and outbound service initiatives for our Financial Services clients. This role is ideal for professionals passionate about delivering exceptional service.

Responsibilities

• Respond to customer inquiries via phone, email, and live chat in a professional and timely manner
• Understand customer needs and provide accurate solutions
• Escalate complex issues to appropriate teams when necessary
• Ensure first-call resolution through effective problem-solving
• Follow client-specific procedures and maintain professionalism at all times
• Use internal knowledge bases and training materials to answer questions accurately
• Maintain detailed and accurate CRM records of customer interactions
• Handle financial inquiries with strict adherence to confidentiality protocols
• Comply with all scripts, policies, and procedures
• Maintain consistent attendance and training requirements

Qualifications

• Minimum age: 18 years
• High School Diploma or equivalent
• At least 3 years of experience in a call center environment
• Minimum 1 year in a customer service role
• Ability to multitask across multiple systems while engaging with customers
• Typing speed: 30–45 WPM
• Fully fluent in English (spoken and written)
• Proficiency with Windows PC applications and ability to learn new systems
• Basic knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint)
• Strong organizational and communication skills
• Customer-focused mindset: empathetic, patient, and responsive
• Reliable attendance and punctuality
• Strong problem-solving and decision-making abilities
• Ability to thrive in a fast-paced, dynamic environment
• Excellent interpersonal skills and team collaboration

Preferred Qualifications

• Associate’s degree or higher
• Experience in banking or financial services
• Proven data-entry and professional writing skills
• Bilingual in Spanish