Offer summary
Qualifications:
Bachelor’s degree in business administration, finance or related field preferred, Effective verbal, written and interpersonal communication skills, Problem-solving and conflict-resolution skills, Proficient in Microsoft Office and data entry, Bilingual skills with fluency in Spanish and English.
Key responsabilities:
- Manage an assigned portfolio of clients
- Provide exceptional customer service for financial clients
- Prepare product or service reports by collecting and analyzing customer information
- Handle collections for assigned customers and perform risk assessments
- Recommend potential products or services to management