Spanish Speaking Account Representative

Shamrock Trading Corporation • Overland Park, KS

4d • Onsite

About The Position

RTS and Shamrock Trading Corporation are seeking a Spanish Speaking Financial Account Representative to focus on clients’ accounts receivable portfolios, including receiving and processing invoices and related documentation. The role involves providing customer service to financial clients, maintaining account information, processing financial adjustments, and managing funding and collections for assigned customers. The successful candidate is a detail-oriented problem-solver with a dynamic personality. Regular onsite attendance is an essential function, supporting collaboration with cross-functional teams, real-time problem-solving, timely customer service, team meetings, operational processes, and occasional onsite training.

Requirements

• Ability to speak, read, and write in both Spanish and English using business vocabulary.
• Exceptional interpersonal communication and customer service skills.
• Proficiency in Microsoft Office and data entry.
• Demonstrated ability to meet deadlines.

Nice To Haves

• Bachelor’s degree in business administration, finance, or a related field, or equivalent relevant experience.
• 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.

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.
• Perform risk assessments and ensure procedures are in place and followed to minimize risk.
• Manage product or service issues by clarifying the issue, determining the cause, creating a solution, expediting the adjustment, and following up to ensure resolution.
• Recommend potential products or services to management by collecting customer information and analyzing customer needs.
• Answer questions about products and services and suggest information about other products or services.
• Perform other duties as assigned.

Benefits

• Ongoing training and professional development opportunities.
• Fully paid healthcare, dental, and vision premiums for employees and eligible dependents.
• Gym benefits.
• Generous company 401(k) contributions.
• Employee stock ownership after one year.
• Competitive paid time off.
• Fully paid time off opportunities to volunteer within the community.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed