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Job Details

Customer Relationship Specialist Call Center Bilingual - The Woodlands

Company name
Woodforest Financial Group, Inc.

The Woodlands, TX, United States

Employment Type

Call Center, Bilingual, Customer Service, Sales, Finance

Posted on
Dec 21,2018

Valid Through
Apr 05,2019

Apply for this job


Customer Relationship Specialist (Call Center) Bilingual - The Woodlands','034964','!*!


The Customer Relationship Specialist I (Bilingual) is responsible for delivering our vision and building relationships with our customers in a call center environment.  This position requires you to demonstrate leadership skills and genuine interest in contributing to the Woodforest culture and supporting the customers to achieve their financial goals while maintaining the trust of our customers and communities.

Key Responsibilities:

Manage customer relationships in an inbound/outbound call center and work in a fast paced environment that requires accuracy, use of critical thinking while multi-tasking, toggling between multiple systems and reaching resolutions in an efficient manner.

Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds.

Provides timely and accurate customer service support such as processing service requests and account updates, resolving issues, and providing information regarding banking products, policies, online services, and customer accounts.

Actively identifies appropriate opportunities to market additional bank products and effectively cross sell products to meet the customer needs.

Will be required to read frequent updates and learning material; and must be able to implement immediately into calls with accuracy.

Demonstrate flexibility to perform every other duty as assigned.

Competencies Required:

Ability to work within the operating hours and days for this position; demonstrate good attendance and punctuality.

Proficiency with technology (including bank systems) and Microsoft Office (Excel, Word, Outlook, SharePoint).

Knowledge of/or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, as well as engaging in a sales and service process.

Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines.

Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail.

 Demonstrated ability to maintain composure and convey a positive attitude while interacting with customers and internal team members.

Outstanding listening and communications skills, both written and verbal.

Customer service orientation with effective problem solving abilities.

Ability to meet or exceed business goals and objectives, while fostering a team atmosphere.

Comfortable receiving ongoing performance feedback and coaching.','!*!

Minimum Qualifications/Experience:

1 year of call center sales experience or 1 year of branch banking experience required.

Fluent in Spanish (required). 

Formal Education & Certification:

High school diploma or equivalent.

Work Status:


Supervisory Responsibility:



5-10% - Negligible amount of travel expected. 

Working Conditions:

Professional call center environment with extensive use of telephone and personal computer. Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

Woodforest is an Equal Opportunity Minority/ Female/ Individual with Disabilities/ Protected Veteran and Affirmative Action Employer','Operations','Texas-The Woodlands','','Full-time','25231 Grogans Mill Rd','','The Woodlands','77380','','Ongoing','WOODFOREST NATIONAL BANK','Customer Relationship Specialist (Call Center) Bilingual - The Woodlands

Company info

Woodforest Financial Group, Inc.
Website :

Company Profile
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States. Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations. Milestone spotlight October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was their first, last and only unprofitable quarter since the firm went public. 2008-2009: During the financial crisis, Raymond James was the largest US broker dealer that didn’t need assistance from the US Treasury or Federal Reserve to continue operations. Because Raymond James maintains a conservative, well capitalized balance sheet with minimal leverage, you can be assured Raymond James will be there when you need them most. We can be sure the markets will change and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

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