Spanish Speaking Account Representative

RTS; Overland Park (KS); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Ongoing training and professional development opportunities

Fully paid healthcare, dental and vision premiums for employees

Generous company 401(k) contributions

Competitive PTO and work-from-home opportunities

Job summary

Shamrock Trading Corporation, based in Overland Park, Kansas, is seeking a Spanish Speaking Financial Account Representative to oversee financial accounts and provide exceptional customer service. Candidates should be proficient in both Spanish and English, possess a Bachelor's degree or equivalent experience, and have strong communication skills. This role includes managing accounts receivable portfolios, processing customer adjustments, and performing risk assessments. Attractive benefits include healthcare, 401(k) contributions, and professional development opportunities.

Qualifications

• Ability to speak, read and write in both Spanish and English with a business vocabulary required.
• Bachelor’s degree in business administration, finance or related field preferred, or equivalent relevant experience.
• Exceptional interpersonal communication and customer service skills.
• Proficiency in Microsoft Office and data entry.
• Demonstrated ability to meet deadlines.

Responsibilities

• Provide exceptional customer service for financial clients.
• Regularly update account information to maintain customer records.
• Prepare product or service reports by collecting and analyzing customer information.
• Maintain financial accounts by processing customer adjustments.
• Provide daily funding and handle collections for assigned customers.

Skills

Spanish and English proficiency

Customer service skills

Interpersonal communication

Microsoft Office proficiency

Attention to detail

Education

Bachelor’s degree in business administration, finance or related field

Job description

About The Role

RTS and Shamrock Trading Corporation are looking for a Spanish Speaking Financial Account Representative. This role will focus on clients’ accounts receivable portfolios, including receiving and processing invoices and related documentation. An ideal candidate will be a problem‑solver with a dynamic personality and high attention to detail.

What You’ll Do

• Provide exceptional customer service for financial clients
• Regularly update account information to maintain customer records
• Prepare product or service reports by collecting and analyzing customer information
• Maintain financial accounts by processing customer adjustments
• Provide daily funding and handle collections for assigned customers
• Perform risk assessments and ensure that procedures are in place and followed to minimize risk
• Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the adjustment and following up to ensure a resolution
• Recommend potential products or services to management by collecting customer information and analyzing customer needs
• Answer product and service questions and suggest information about other products or services
• Other duties as assigned

What You’ll Bring

• Ability to speak, read and write in both Spanish and English with a business vocabulary required
• Bachelor’s degree in business administration, finance or related field preferred, or equivalent relevant experience
• Exceptional interpersonal communication and customer service skills
• Proficiency in Microsoft Office and data entry
• Demonstrated ability to meet deadlines

What Will Put You Ahead

• Experience in the financial industry
• Attention to detail with analytical and technical skills
• Passion to learn and build relationships
• Problem‑solving and conflict‑resolution skills
• An adaptable personality with a goal‑driven mindset

Benefits

• Training and Development: Ongoing training and professional development opportunities
• Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents, and gym benefits
• Salary: Individual compensation packages may reflect applicable experience, job‑related skill, training and/or education
• Financial: Generous company 401(k) contributions and employee stock ownership after one year
• Work‑Life Balance: Competitive PTO and work-from-home opportunities after an introductory period