Bilingual Client Retention Specialist
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Job Summary
To support a growing financial services team, the remote Bilingual Client Retention Specialist will educate clients on financial hardship programs, deescalate concerns from at-risk customers, and utilize a CRM system to maintain client records while focusing on retention goals.
Key Responsibilities
- Provide comprehensive information about financial hardship debt programs to clients
- Display empathy and active listening to deescalate upset clients and address their concerns
- Effectively navigate the CRM system to maintain accurate records of client interactions and program progress
Required Qualifications
- Bilingual in Spanish is required
- Experience in retention, sales, or collections is necessary
- High school diploma or equivalent; Associate's or Bachelor's degree is a plus
- Ability to work in a fast-paced environment and handle high call volumes
- Proficiency with a Client Relationship Management (CRM) system
Complete Job Description
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