Bilingual Financial Services Representative

Overview

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We are seeking experienced Bilingual Financial Service Representatives to support both inbound and outbound service initiatives for our Financial Services clients. This role is ideal for professionals who are passionate about delivering exceptional service and are committed to supporting our members, employees, and communities with excellence.

As a Financial Services Representative, you will engage directly with banking customers providing product and account information, resolving inquiries, and guiding them through banking processes. We’re looking for individuals with strong communication skills, a willingness to learn, and a dependable work ethic.

To be considered for this role, you must complete a full application on our company careers page, including all screening questions and a brief pre-employment test.

• Respond to customer inquiries via phone, email, and live chat in a professional and timely manner
• Understand customer needs and provide accurate solutions
• Escalate complex issues to appropriate teams when necessary
• Ensure first-call resolution through effective problem-solving
• Follow client-specific procedures and maintain professionalism at all times
• Use internal knowledge bases and training materials to answer questions accurately
• Maintain detailed and accurate CRM records of customer interactions
• Handle financial inquiries with strict adherence to confidentiality protocols
• Comply with all scripts, policies, and procedures
• Meet attendance and training requirements consistently

• Minimum age: 18 years
• High School Diploma or equivalent
• At least 3 years of experience in a call center environment
• Minimum 1 year in a customer service role
• Ability to multitask across multiple systems while engaging with customers
• Typing speed: 30–45 WPM
• Fluent in English (spoken and written)
• Proficiency with Windows PC applications and ability to learn new systems
• Basic knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint)
• Strong organizational and communication skills
• Customer-focused mindset: empathetic, patient, and responsive
• Reliable attendance and punctuality
• Strong problem-solving and decision-making abilities
• Ability to thrive in a fast-paced, dynamic environment
• Excellent interpersonal skills and team collaboration

• Associate’s degree or higher
• Experience in banking or financial services
• Proven data-entry and professional writing skills
• Bilingual in Spanish

At MCI, compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and a variety of benefits and incentives are offered to support and reward our team members.

• Paid Time Off: PTO and paid holidays
• Incentives & Rewards:
  Contests with cash bonuses and prizes
• Health Benefits:
  
  Medical, dental, and vision coverage after eligibility periods; MEC medical plans available
• Retirement Savings:
  Retirement programs where available
• Disability Insurance:
  Short-term disability coverage
• Life Insurance:
  Life insurance options
• Supplemental Insurance:
  Accident and critical illness
• Career Growth:
  Internal promotions and advancement opportunities
• Paid Training:
  Learn new skills while earning a paycheck
• Engaging Work Environment and Casual Dress Code

This job operates in a professional office environment and is largely sedentary. Working with a computer and telephone headset for extended periods is required; occasional movement within the office may be necessary. Ability to lift up to 40 pounds may be required in occasional tasks.

• Must be authorized to work in the country where the job is based
• Background/security checks and drug screening may be required; offers are contingent on results

We provide reasonable accommodations for qualified applicants or employees with disabilities, as required by law. If accommodations are needed, please contact Human Resources.

We embrace diversity and are committed to equal opportunity in all aspects of employment. All applicants are considered fairly on merit and qualifications, and MCI does not discriminate on any protected characteristic. We will consider qualified applicants with criminal histories in accordance with applicable laws.

MCI helps customers take on CX and DX challenges, providing BPO, staff augmentation, contact center services, and IT services. MCI operates multiple service delivery facilities and serves a wide range of clients. This description provides a general overview and is not an all-inclusive list of duties, responsibilities, or qualifications. The employer may revise this job description at any time. This is not an employment contract.