The daily responsibilities:
Account opening: completing all necessary documentation, establishing the account on the system, following process to ensure that clients receive checks,debit cards and PIN's. Ensure accuracy of all documentation and follow compliance rules.Provide servicing via telephone for all incoming calls, cover all incoming calls from the MX toll free line.Servicing of accounts, escalating as needed and following up to ensure full client satisfaction.
Specifications / Qualifications
** BILINGUAL IN ENGLISH/SPANISH**
Experience:
* Sales experience in the financial services industry highly desired.
Skills/Abilities:
* Experience and skill in integrating and balancing diverse priorities.
* Organizational and project management skills
* Proactive, resourceful and creative.
* Open and flexible; thrives on seizing and creating opportunities in a team environment.
* Interpersonal skills.
* Ability to influence and persuade others, good communication, and follow-up skills
* Exhibits professional behavior and presence.
Proficient in MS Word, Power-point and Excel.
