Related skills
crm customer service retention bilingual spanish active listeningπ Description
- Educate clients about Beyond Finance hardship program, benefits, process, options.
- Deescalate upset clients with empathy and active listening.
- Use CRM to access client data and document interactions and progress.
- Analyze client's financial situation to suggest debt-free options.
- Retain clients with customized solutions and continued enrollment.
- Deliver best-in-class service via phone and multiple channels.
π― Requirements
- Bilingual Spanish required
- Experience in retention, sales, or collections
- High school diploma or equivalent; degree a plus
- Tech-savvy with a CRM system
- Strong verbal and written communication; active listening
- Ability to multi-task, set priorities, manage time
π Benefits
- Employer contributions for health, dental, and vision
- Generous PTO, paid holidays, and parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development and training
- Collaborative team culture and belonging
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