Remote Bilingual Contact Center Intake Specialist

$33,280 - $38,626/Yr

Greenpath - East Lansing, MI

Full-time - Entry Level

Onsite - East Lansing, MI

Professional, Scientific, and Technical Services

About the position

The Remote Bilingual Contact Center Intake Specialist at GreenPath Financial Wellness is responsible for providing exceptional customer service to clients seeking financial assistance. This role involves welcoming clients through inbound and outbound calls, explaining financial products and services, and scheduling appointments with financial counselors. The position requires fluency in both Spanish and English, as well as a commitment to continuous learning and development in the financial wellness sector.

Responsibilities

• Answer inbound and outbound calls/tasks with prospective clients.
• Provide excellent customer service and support to potential and current clients.
• Explain GreenPath services and the appointment process to prospective clients.
• Schedule appointments for clients with financial counselors.
• Conduct data entry of client information while maintaining confidentiality.
• Triage calls from existing clients and creditors and route appropriately.
• Address customer complaints and route them to the escalation/resolution process as needed.

Requirements

• Fluency in Spanish and English is required.
• Ability to type 40 words per minute at 80% accuracy.
• U.S. Citizenship is required due to contracts in place.
• Ability to work full-time, typically Monday through Friday, with rotating Saturdays every 6-8 weeks.

Nice-to-haves

• Experience in customer service or financial services is preferred.
• Interest in personal finance and helping people is beneficial.

Benefits

• Medical, Dental, and Vision insurance coverage.
• 19 paid time off days during the first year of employment.
• 10 company-paid holidays per year.
• 403b retirement plan with employer contributions after one year.
• Tuition reimbursement up to $2,500 per year.
• Paid parental benefits including maternity and paternity leave.