Remote Bilingual Contact Center Intake Specialist

$33,280 - $38,626/Yr

Greenpath - Miami, FL

Full-time - Entry Level

Onsite - Miami, FL

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 handling inbound and outbound calls, assisting clients in understanding 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 maintaining confidentiality and providing empathetic communication to clients in need.

Responsibilities

• Answer inbound and outbound calls from prospective clients.
• Provide excellent customer service and support to clients in accordance with GreenPath standards.
• Explain financial products and services to clients and schedule appointments with financial counselors.
• Conduct data entry of client information while maintaining confidentiality.
• Triage calls from existing clients and creditors, routing them appropriately.
• Address customer complaints and escalate as necessary.
• Initiate the first financial assessment for clients.

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 contractual obligations.
• 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 and 10 paid holidays per year.
• 403b retirement plan with a 5% employer contribution after one year.
• Tuition reimbursement up to $2,500 per year.
• Paid parental benefits including maternity and paternity leave.