Job Description We are looking for a Bilingual Call Center Specialist to join a member-focused financial services team in Allentown, Pennsylvania. This opportunity is ideal for someone who enjoys helping people, resolving account-related questions, and recommending solutions that support financial well-being. The ability to communicate fluently in both English and Spanish is required. In this role, you will deliver attentive service across a range of financial products and services while contributing to team performance and a positive customer experience.
Responsibilities: Respond to customer inquiries with professionalism and accuracy, providing support for account services, transactions, and general financial service needs.
Guide customers through available financial products and services, identifying relevant options that align with their goals and encouraging appropriate service adoption.
Build strong relationships through clear communication, thoughtful problem-solving, and a service approach that promotes customer trust and satisfaction.
Process documentation and service requests related to deposit accounts, loans, payroll changes, checking products, and other account maintenance activities in accordance with established procedures.
Assist customers with digital and self-service tools, including online banking features, electronic statements, bill payment services, and person-to-person payment platforms.
Address account matters such as fees, overdrafts, and fund transfers while ensuring timely follow-up and accurate resolution.
Maintain working knowledge of applicable financial industry regulations, internal compliance expectations, and confidentiality standards related to customer information and transactions.
Collaborate with supervisors and colleagues by sharing updates, escalating issues when needed, and contributing to a team-oriented service environment.
Prepare reports or provide administrative support for management as requested and complete additional assigned duties to support departmental operations.
Previous experience in call center customer service, including handling inbound calls in a fast-paced environment.
Strong communication skills with the ability to listen carefully, explain information clearly, and manage member concerns professionally.
Comfort discussing financial products and identifying opportunities to recommend relevant services based on member needs.
Basic office and administrative skills, including accurate data entry, form processing, and general computer proficiency.
Experience using customer service software and related systems to document interactions and complete service requests.
Ability to manage confidential information with discretion and follow established policies, procedures, and regulatory requirements.
Strong problem-solving skills, sound judgment, and the ability to work effectively both independently and as part of a team.
TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use and Privacy Notice. Create a Job Alert
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