Bilingual Customer Service & Financial Solutions Representative {167948}

Job Title: Bilingual Customer Service & Financial Solutions Representative {167948} Location: Rio Rancho NM, Office-Based (with flexible schedule options) Start Date: Monday, May 4, 2026 Training Schedule: Monday – Friday, 9:00 AM – 5:30 PM MT Position Type: Full-Time/direct hire Pay Rate : $25-$28 Position Overview We are seeking a highly motivated, bilingual (Spanish/English) Customer Service & Financial Solutions Representative to assist clients with their credit and short-term lending needs. This role focuses on delivering exceptional service, identifying opportunities to help clients achieve their financial goals, and offering tailored banking solutions. The ideal candidate is client-focused, adaptable, and thrives in a dynamic, fast-paced environment. Key Responsibilities Engage with clients via incoming calls to uncover financial needs, including credit, lending, and banking products. Ask probing questions to identify additional opportunities and recommend appropriate solutions. Sell and fulfill banking products such as credit cards, loans, checking, and savings accounts. Identify clients requiring licensed sales functions and make referrals to Line of Business partners. Manage risk in every transaction using available tools and processes. Provide customized solutions to address client questions, concerns, and inquiries. Create positive client experiences through active listening, rapport-building, and empathy. Required Qualifications Fluent in Spanish and English. Passionate, committed, and driven to improve clients' financial lives. Ability to engage clients, understand their needs, and communicate options clearly. Comfortable receiving ongoing coaching and performance feedback. Adaptable to ongoing change and learning new technologies/processes. Intermediate computer proficiency. Self-motivated with strong organizational, decision-making, and problem-solving skills. Flexible schedule availability, including weekends and holidays. Desired Qualifications Experience supporting or providing card solutions. Previous experience in banking or financial services. Call center experience (inbound/outbound). Telephone sales experience. Skills & Competencies Attention to detail Client-focused and customer service excellence Problem-solving and issue management Active listening and communication Adaptability and learning agility Client solutions advisory Understanding and interpreting relevant laws, rules, and regulations Referral identification and cross-selling/up-selling Education High School Diploma / GED or equivalent (minimum requirement)