Bilingual Financial Services Representative

Job Description

Job Description

Overview

MCI is one of the fastest-growing tech-enabled business services companies in the US, delivering Customer Experience (CX), Business Process Outsourcing (BPO) and technology solutions across multiple industries and countries worldwide. Our team uses people, technology and innovation to help organizations improve customer experience and business performance.

 

We are currently seeking experienced Bilingual Financial Service Representatives to support both inbound and outbound service initiatives for our Financial Services clients. This role is ideal for professionals who are passionate about delivering exceptional service and are committed to supporting our members, employees, and communities with excellence.

 

As a Financial Services Representative, you will engage directly with banking customers providing product and account information, resolving inquiries, and guiding them through banking processes. We’re looking for individuals with strong communication skills, a willingness to learn, and a dependable work ethic.

 

To be considered for this role, you must complete a full application on our company careers page, including all screening questions and a brief pre-employment test.

Responsibilities

Key Responsibilities:

• Respond to customer inquiries via phone, email, and live chat in a professional and timely manner
• Understand customer needs and provide accurate solutions
• Escalate complex issues to appropriate teams when necessary
• Ensure first-call resolution through effective problem-solving
• Follow client-specific procedures and maintain professionalism at all times
• Use internal knowledge bases and training materials to answer questions accurately
• Maintain detailed and accurate CRM records of customer interactions
• Handle financial inquiries with strict adherence to confidentiality protocols
• Comply with all scripts, policies, and procedures
• Meet attendance and training requirements consistently

Qualifications

WONDER IF YOU ARE A GOOD FIT FOR THIS POSITION?

All positive, and driven applicants are encouraged to apply. The Ideal candidates for this position are highly motivated and dedicated and should possess the below qualities:

• Minimum age: 18 years
• High School Diploma or equivalent
• At least 3 years of experience in a call center environment
• Minimum 1 year in a customer service role
• Ability to multitask across multiple systems while engaging with customers
• Typing speed: 30–45 WPM
• Fluent in English (spoken and written)
• Proficiency with Windows PC applications and ability to learn new systems
• Basic knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint)
• Strong organizational and communication skills
• Customer-focused mindset: empathetic, patient, and responsive
• Reliable attendance and punctuality
• Strong problem-solving and decision-making abilities
• Ability to thrive in a fast-paced, dynamic environment
• Excellent interpersonal skills and team collaboration

Preferred Qualifications

• Associate’s degree or higher
• Experience in banking or financial services
• Proven data-entry and professional writing skills
• Bilingual in Spanish