Spanish Speaking Financial Account Representative
RTS Financial and Shamrock are looking for a Spanish Speaking Financial Account Representative. This position is responsible for managing an assigned portfolio of clients, including receiving and processing invoices and related documentation per procedural and contractual requirements. The Spanish Speaking Financial Account Representative will focus on maintaining assigned customers' accounts receivable portfolios. Ideal candidates will possess an outgoing, dynamic personality and the ability to work in a team environment.
What You'll Do
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
Provide daily funding and handle collections for assigned customers
Perform risk assessments and ensure that procedures are in place and followed to minimize risk
Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the correction or adjustment and following up to ensure resolution
Recommend potential products or services to management by collecting customer information and analyzing customer needs
Answer product and service questions; suggest information about other products and services
Other duties as assigned
What You'll Bring
Bachelor's degree in business administration, finance or related field preferred; or equivalent relevant experience
Effective verbal, written and interpersonal communication skills
Problem-solving and conflict-resolution skills
Detail orientated with analytical and technical skills
Proficient in Microsoft Office and data entry
Demonstrated ability to meet deadlines
Experience in the financial industry a plus
Bilingual skills with fluency in Spanish and English are a must (must be able to speak, read and write both languages)
Representative Spanish • Overland Park, KS, US