Bilingual Telephone Banker - Financial Solutions

A-Line Staffing Solutions; Rio Rancho (NM); On-site; USD 36,000 - 41,000; Full time

Benefits offered by this job

Benefits after 90 days

401(k) with company match

Job summary

A-Line Staffing Solutions in Rio Rancho, NM is hiring a Telephone Banker (Bilingual Spanish Required). The role focuses on building client relationships, identifying financial needs, and recommending banking solutions. You will engage clients by phone, explain products clearly, and balance service with sales opportunities.

Training is provided; schedule includes weekends and holidays as needed. Starting pay rate is $26.00 per hour.

Qualifications

• High school diploma or equivalent required.
• Bilingual Spanish and English bilingual proficiency required.
• Strong customer service orientation and communication skills.
• Ability to build rapport and maintain client relationships.
• Consultative sales mindset with willingness to learn banking systems.

Responsibilities

• Build and deepen client relationships by identifying financial needs and recommending suitable banking products, services, and solutions.
• Ask probing questions to understand clients' financial circumstances, priorities, and long-term goals.
• Respond to customer inquiries with personalized, effective solutions.
• Balance service requests with opportunities to recommend relevant financial solutions.
• Sell and fulfill banking products including checking/savings accounts, CDs, IRAs, loans.
• Cross-sell and upsell and refer clients to Line of Business partners.
• Communicate effectively with Spanish-speaking clients and assist in Spanish as needed.
• Explain product features, rates, terms, and programs to help clients decide.
• Follow regulatory requirements and use tools to manage risk.

Skills

Bilingual Spanish

Customer Service Orientation

Communication Skills

Relationship-Building Skills

Consultative Sales Skills

Teamwork

Schedule Flexibility

Coachability

Adaptability

Computer Skills

Self-Motivation

Organizational Skills

Decision-Making

Problem-Solving

Active Listening

Business Development

Education

High school diploma / GED

Job description

A-Line Staffing Solutions in Rio Rancho, NM is hiring a Telephone Banker (Bilingual Spanish Required). The role focuses on building client relationships, identifying financial needs, and recommending banking solutions. You will engage clients by phone, explain products clearly, and balance service with sales opportunities.

Training is provided; schedule includes weekends and holidays as needed. Starting pay rate is $26.00 per hour.