Spanish Speaking Account Representative

About the role

RTS and Shamrock Trading Corporation are looking for a Spanish Speaking Financial Account Representative.

Responsibilities

• Provide exceptional customer service for financial clients
• Regularly update account information to maintain customer records
• Prepare product or service reports by collecting and analyzing customer information
• Maintain financial accounts by processing customer adjustments
• Perform daily funding and handle collections for assigned customers
• Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the adjustment and following up to ensure a resolution
• Recommend potential products or services to management by collecting customer information and analyzing customer needs
• Answer product and service questions and suggest information about other products or services
• Other duties as assigned

Requirements

• Ability to speak, read and write in both Spanish and English with a business vocabulary required
• Bachelor’s degree in business administration, finance or related field preferred, or equivalent relevant experience
• Exceptional interpersonal communication and customer service skills
• Proficiency in Microsoft Office and data entry
• Demonstrated ability to meet deadlines

What You’ll Bring

• Experience in the financial industry
• Attention to detail with analytical and technical skills
• Demonstrated ability to solve problems and resolve conflicts
• An adaptable personality with a goal-driven mindset

Qualifications

• Bachelor’s degree in business administration, finance or related field preferred, or equivalent relevant experience

Skills

• Ability to speak, read and write in both Spanish and English with a business vocabulary required
• Exceptional interpersonal communication and customer service skills
• Proficiency in Microsoft Office and data entry
• Demonstrated ability to meet deadlines

Benefits

• Training and Development: Ongoing training and professional development opportunities
• Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents, and gym benefits
• Salary: Individual compensation packages may reflect applicable experience, job-related skill, training and/or education
• Financial: Generous company 401(k) contributions and employee stock ownership after one year
• Work-Life Balance: Competitive PTO and work-from-home opportunities after an introductory period

Pay

Individual compensation packages may reflect applicable experience, job-related skill, training and/or education.

Schedule

Competitive PTO and work-from-home opportunities after an introductory period.