Bilingual Representative Job Description
Bilingual representative
provides customers support with installation and troubleshooting of products over the phone from our Don Mills and Lawrence Location.
Bilingual Representative Duties & Responsibilities
To write an effective bilingual representative job description, begin by listing detailed duties, responsibilities and expectations. We have included bilingual representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Front desk coverage
Sheduling appointments
Checking insurance
Other duties as need
Assumes ownership and accountability for the resolution of complex issues and concerns
Fulfills clients’ needs at first point of contact with incoming work received from sales and service partners through various channels
Responds to Advisors, Trust Officers and assistants in the field who have HOW TO/ procedure questions any questions/concerns that the IA (investment advisor) is unable to handle (tax questions, legislations, bookkeeping errors…)
Responds to inquiries measured through established service quality standards
Works on several applications, sales platform, e-mail
Experience with business R.O.I
Bilingual Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Bilingual Representative
List any licenses or certifications required by the position: CPAR, ASE, OPI, JLPT, CPT, CPAT
Education for Bilingual Representative
Typically a job would require a certain level of education.
Employers hiring for the bilingual representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Associates, Education, Business, Technical, Marketing, Business/Administration, General Education, Finance, Management, English
Skills for Bilingual Representative
Desired skills for bilingual representative include:
Company brands and products
Our business and understand the functions of our various business areas
Support and commitment to desired objectives with customers and colleagues
Access
Bell products and services with emphasis on Bell Mobility
FastAct
Microsoft Excel
NM1 and Intranet would be an asset
Power Point
Quality control and auditing standards
Desired experience for bilingual representative includes:
Sound understanding of rules and regulations associated with estate accounts (registered and non-registered)
Sound understanding of Canadian Wealth Management Operations procedures and interdependencies (Client Services, Transaction Processing, New Accounts & Documentation, Account Transfers)
Strong knowledge of workflow systems and tools/applications including Broadridge-BTS, ClientSource, OPENS, VITRIA, PEGA
Ability to work under general/minimal supervision in a team environment
Securities/financial industry experience
Candidates must be bilingual - Fluent in French and English
Bilingual Representative Examples
1
Bilingual Representative Job Description
Job Description Example
Our company is hiring for a bilingual representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for bilingual representative
- Ensure accurate tracking of calls within the call tracking system
- Adhere to Privacy, Risk, Safety & Soundness practices
- Work with a team in a contact center environment
- Provide timely, accurate and efficient processing of Estate items and other Adjustment items in accordance with pre-established SLA’s (Service Level Agreements)
- Assist the Estates Specialists Sr
- Continue to foster a culture focused on compliance, regulatory practices and risk mitigation by staying informed of legislative and regulatory requirements, and applying them in the resolution of Estates and other adjustment items
- Contribute to an environment of continuous improvement by participating in Estate and tax related projects
- Servicing inbound calls from current policyholders with the intent of cancelling their insurance benefits
- Answering questions regarding coverage, premium and other policy information
- Composing business letters, communicating effectively through written and verbal communication
Qualifications for bilingual representative
- University degree or college diploma, or 2-3 years relevant experience
- CSC or other industry related-courses, an asset
- Must be bilingual (English and French Canadian)
- Minimum 1 year of customer service experience - preferably in a contact centre environment
- Use of personal vehicle required the ability to drive on Company business throughout the workday
- High School Diploma, GED or Equivalent Certification
2
Bilingual Representative Job Description
Job Description Example
Our growing company is hiring for a bilingual representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for bilingual representative
- Making outbound calls to existing policyholders to collect delinquent premium payments
- Reselling the benefits of our policies and providing excellent customer service
- Using various sales techniques to help increase the retention of our policyholders
- Recording policyholder information for reporting and transactional purposes
- Extensive telephone contact and appropriate telephone skills are required
- Discretion and tact must be used in providing service to customers
- Provides Canadian loan, lease and Multi-Use customers (English and French) with information in response to questions and inquiries
- Researches, resolves and responds to all types of customer concerns
- Provides accurate and timely payouts to customers and dealers
- Handle requests for statements of accounts, release of interest letters, credit checks and other administrative requests
Qualifications for bilingual representative
- Understand basic customer needs and expectations to provide timely and accurate resolution to requests
- Knowledge of federal and state programs that will benefit coverage for the client
- Demonstrated experience working with people of various educational and socioeconomics background preferred
- Minimum of one year of relevant business experience for candidates with high school diploma or equivalent
- Ability to speak, write, and understand Spanish required
- Healthcare, pharmacy, or dialysis experience preferred
3
Bilingual Representative Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of bilingual representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for bilingual representative
- Review invoice schedules for accuracy and completeness
- Conduct verifications of invoices
- Ensure notification letters are accurate and in place on all customers
- Prepare client invoices as needed
- Purchase invoice schedules and prepare advance forms
- Provides the front-line contact with clients and customers
- Maintains the technical support hotline, and uses communication and basic troubleshooting skills to provide customer support to users, installers and customers of our client located in North and South America
- Provides first level technical support on several product groups
- Other duties as may be required or assigned
- Responsible for taking inbound calls with initial reporting of a claim by the internal and external customers
Qualifications for bilingual representative
- Knowledge of life and/or health insurance terminology preferred
- Ability to use standard desktop, such as Microsoft Office, Intranet and Internet functions
- Experience in a customer service role in a call centre environment
- Proficient in the use standard desktop load applications such as Microsoft Office plus intranet and internet functions
- Candidate must be Bilingual (English/Spanish)
- Must be able to speak, read and write proficiently in both English and Portuguese
4
Bilingual Representative Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of bilingual representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for bilingual representative
- Answer inquiries, resolves problems, and contact customers to investigate and resolve customer concerns
- Provide exceptional customer support and moderate technical issue resolution via phone, email and other electronic media by investigating and assisting to diagnose and/or attempt to resolve technical hardware and/or software issues
- Work closely with the Claims Administrators to resolve complicated issues, and provide satisfactory resolution with the customer
- Generally works in one functional area but may rotate areas for familiarization with the business functions
- Must have an in-depth understanding of all extended service plan coverage and extended service plan processes and procedures within the department and externally
- Maintain a high level of personal standards and conduct, in accordance with company policies and procedures
- To assess and perform (when necessary) monetary account adjustments, account maintenance and detailed notations to deliver resolution, and to support and
- Sustain subsequent follow-up
- Responsible for medium complexity customer accounts which may require adaptation of response or extensive research according to customer needs
- Make independent decisions in best interest of customer & CMI
Qualifications for bilingual representative
- Ability to learn/grasp complex a large variety of technical product offerings
- Bachelor’s degree/College diploma or in-depth investment industry experience
- 3-5 years of strong CONSUMER Collections experience - Must be current in last 5 years
- Must be able to speak, read and write proficiently in both English and Spanish
- Bilingual (Spanish speaking) a must
- A positive and team oriented attitude a must
5
Bilingual Representative Job Description
Job Description Example
Our company is hiring for a bilingual representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for bilingual representative
- Decide on behalf of the customer what shipments can be released early/on agreed date and re-allocate parts to fulfil orders
- Identify fluctuations in order patterns (peaks and troughs) and notify account manager/plant
- Build professional relationship with customers to ensure they receive the best service possible through processing orders, customer communication, and coordinating with global functions
- Plan and maintain daily communication across international customers and internal functions with functional areas such as materials, distribution centers and global sales teams to review and adapt to customer demand
- Resolve all escalated internal and customer inquiries and order exceptions
- Request support from Supervisor for complex escalations/issues providing documentation through process
- Complete all necessary paperwork, documentation, and follow-up as required
- Ordering batteries and adapters, Supports specified, limited line of technical products using defined problem solving methodology, shipping products to store and Customer homes
- Must be available to work flexible shifts (including evenings, weekends, and holidays) throughout our business hours of operation
- Based on customer situation, provide policy options such as additional deductible, basic coverages and discounts in Spanish and English
Qualifications for bilingual representative
- Knowledge of solar electric (PV) installation, system design and/or inspection is preferred
- Knowledge of mathematical concepts, including graphical representation of data, is preferred
- Must be fluent in Spanish (written and oral).Knowing German is a plus
- Must be able to identify and meet the needs of customers by building positive customer relationships and providing value in ways that increase customer satisfaction and loyalty
- Adapts positively to changes and maintains focus and flexibility when encountering difficulties or obstacles
- Team player and the ability to work with minimal supervision