Telephone Banker (Bilingual Spanish Required) On-site

A-Line Staffing is now hiring a Telephone Banker (Bilingual Spanish Required) in Rio Rancho, NM. Job Title: Telephone Banker (Bilingual Spanish Required). Location: Rio Rancho, NM 87124. Position Type: Permanent, full-time opportunity. Pay Rate: $26.00. Start Date: Approximately two weeks after an offer is accepted. Training Schedule: Monday through Friday, 9:00 AM–5:30 PM. Work Schedule: Candidates must be flexible to work the assigned schedule, including weekends and holidays as required. Language Requirement: Bilingual Spanish proficiency is required. Position Summary The Telephone Banker is responsible for connecting clients with a wide range of banking products, services, and financial solutions to help them achieve their financial goals. This role focuses on building and strengthening client relationships, identifying financial needs, responding to inquiries, and recommending appropriate banking solutions. The ideal candidate will combine excellent customer service and communication skills with a consultative sales approach. The Telephone Banker will engage clients through telephone-based interactions, ask questions to understand their financial goals, explain available products in plain language, and balance service requests with opportunities to recommend additional products and services. Key Responsibilities Client Relationship Management: Build and deepen client relationships by identifying financial needs and recommending suitable banking products, services, and solutions. Financial Needs Assessment: Ask probing questions to understand clients' financial circumstances, priorities, and long-term goals. Customer Service: Respond to customer inquiries, questions, and concerns while providing personalized, effective solutions. Needs-Based Sales: Recommend relevant banking products and services based on individual client needs and financial objectives. Banking Product Sales: Sell and fulfill banking products, including checking accounts, savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans. Cross-Selling and Upselling: Identify opportunities to introduce additional products and services that may benefit existing clients. Bilingual Client Support: Communicate effectively with Spanish-speaking clients, explain banking options clearly, and assist with inquiries in Spanish as needed. Product Education: Explain financial products, features, rates, terms, and available programs to help clients make informed decisions. Referral Generation: Identify client needs that require licensed sales support and refer clients to the appropriate Line of Business partners. Issue Resolution: Address client concerns, identify appropriate solutions, and resolve service issues professionally. Risk Management: Use available tools and established procedures to manage risk associated with banking products, services, and transactions. Sales and Service Balance: Handle service requests while recognizing opportunities to recommend relevant financial solutions. Client Communication: Build rapport, demonstrate empathy, listen actively, and handle objections professionally. Team Collaboration: Work effectively with colleagues and business partners to support client needs and achieve business objectives. Technology and Process Adaptation: Learn and use banking systems, technology, and updated processes to deliver efficient service. Performance Improvement: Participate in ongoing coaching, receive constructive feedback, and apply guidance to improve results. Regulatory Compliance: Follow applicable laws, rules, regulations, and established banking procedures when assisting clients and processing transactions. Required Qualifications Education: High school diploma, GED, secondary school qualification, or equivalent required. Bilingual Spanish: Spanish and English bilingual proficiency is required to communicate effectively with clients. Customer Service Orientation: Demonstrate passion, commitment, and drive to deliver an experience that improves clients' financial lives. Communication Skills: Ability to engage clients, understand their needs, and explain banking options clearly using plain language. Relationship-Building Skills: Ability to build rapport, demonstrate empathy, and maintain positive client relationships. Consultative Sales Skills: Ability to identify customer needs, share relevant options, recommend products, and handle objections. Teamwork: Willingness to collaborate with colleagues and business partners and contribute to shared goals. Schedule Flexibility: Ability to work the assigned schedule, including weekends and holidays as required. Coachability: Comfortable receiving ongoing performance feedback, participating in coaching, and applying feedback to improve performance. Adaptability: Comfortable with ongoing changes and learning new technologies, systems, and processes. Computer Skills: Minimum intermediate-level computer proficiency, including the ability to navigate computer systems and learn new software. Self-Motivation: Ability to work independently, remain engaged, and take initiative in a performance-driven environment. Organizational Skills: Excellent organizational skills and the ability to manage multiple customer needs and competing priorities. Decision-Making: Strong judgment when evaluating client needs and determining appropriate next steps. Problem-Solving: Ability to assess customer concerns, identify solutions, and resolve issues effectively. Preferred Qualifications Banking Experience: Previous experience in the banking or financial services industry. Call Center Experience: Experience handling customer inquiries and service requests in a call center environment. Telephone Sales Experience: Experience selling products or services over the phone. Customer Retention: Experience maintaining client relationships and identifying opportunities to improve customer satisfaction. Cross-Selling and Upselling: Experience recommending additional products and services based on customer needs. Financial Product Knowledge: Familiarity with checking and savings accounts, credit cards, CDs, IRAs, loans, and other banking products. Customer Relationship Management: Experience managing customer interactions in a high-volume service environment. Required Skills and Competencies Attention to Detail: Accurately understand customer requests, communicate product information, and follow established procedures. Client Solutions Advisory: Identify financial needs and recommend appropriate banking products and services. Customer and Client Focus: Deliver personalized service and prioritize client satisfaction. Regulatory Awareness: Interpret and follow relevant laws, rules, regulations, and banking procedures. Adaptability: Adjust to changing priorities, systems, technology, and processes. Client Experience: Represent the organization professionally and contribute to a positive client experience. Customer Service Management: Handle inquiries, manage expectations, and maintain service quality. Issue Management: Identify, assess, and resolve client concerns. Problem-Solving: Apply sound judgment to determine appropriate solutions. Active Listening: Understand customer concerns and financial objectives before recommending products. Business Development: Recognize opportunities to deepen client relationships and expand product adoption. Consulting: Provide relevant information and guidance to help clients evaluate financial options. Referral Identification: Recognize when clients may benefit from additional products, services, or specialized support. Research: Gather and review relevant information to answer questions and resolve customer issues. Training and Onboarding Training Start Date: Monday, August 3, 2026 (Note: This date has already passed; confirm the current training start date and availability with the recruiter). Training Schedule: Monday through Friday, 9:00 AM–5:30 PM. Start Timing: The anticipated start is approximately two weeks after an offer is accepted; candidates should confirm the applicable start date with the recruiter. Training Expectations: Candidates should be prepared to learn banking products, customer service procedures, applicable systems, sales practices, and regulatory requirements. Additional Information for Candidates This is a permanent employment opportunity, not a temporary or contract-to-hire assignment. Work Location: Rio Rancho, New Mexico 87124. Language Requirement: Bilingual Spanish proficiency is mandatory. Schedule: Flexibility may be required for weekends and holidays. Confirm the regular shift during the interview process. Sales Expectations: The position combines customer service with sales, cross-selling, upselling, and referrals. Performance Expectations: Candidates should be comfortable receiving feedback, participating in coaching, and working toward performance goals. Technology: Willingness to learn new banking systems, processes, and technologies is essential. Visa Sponsorship: Confirm availability with the recruiter if applicable. Relocation: Confirm any relocation assistance availability with the recruiter if needed. Pay Rate: Not provided in the available job details; confirm compensation with the recruiter. Benefits Benefits are available to full-time employees after 90 days of employment. A 401(k) with company match is available after 1 year of service. Ideal Candidate Profile The ideal candidate is bilingual in English and Spanish, enjoys helping customers, and can confidently discuss financial needs and recommend appropriate banking products. Strong candidates will demonstrate empathy, active listening, clear communication, sales awareness, problem-solving abilities, and comfort working in a technology-driven, performance-focused environment. Previous banking, call center, or telephone sales experience is a plus. Candidates must meet the education requirement, possess at least intermediate computer proficiency, be receptive to coaching, and have the flexibility to meet the required schedule. #J-18808-Ljbffr A-Line Staffing Solutions LLC