Operations Specialist (Level III)

Work Location

Miami, FL (Hialeah). Candidate hours will be Mexico Business Hours and Holidays, which means working during US Holidays.

• Training - 120 days 100% in office: Monday to Friday, 9am-6pm EST
• After training, transition to Hybrid - 3 days in office, 2 remote

About the Role

• First point of contact for inquiries received in Latam (Mexico) Client Servicing department from high revenue clients via email or phone channel.
• Responsible for reading, analyzing, and/or determining appropriate handling and resolution of requests.
• Requests consist of treasury, cash management, card, and/or depository products.
• May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support.
• Work location is Miami, FL (Brickell). Candidate hours will be Mexico Business Hours and Holidays, which means working during US Holidays.

Required Skills

• Spanish and English required, Portuguese a plus.
• 1-2 years Banking/Financial industry experience.
• 1 year of experience working with customers.
• Oral & Written Communication
• Active Listening
• Time Management
• Critical Thinking
• Relationship Building
• Collaborating
• Quality Assurance
• Problem Solving
• Multitasking (i.e., ability to navigate multiple computer systems while interacting with the customer)
• Microsoft Excel
• Microsoft Outlook
• Microsoft PowerPoint
• Microsoft Word

Top 3 Must Have Skillsets Required

• Fluent Spanish
• Microsoft Office
• Strong attention to detail