Personal Banker providing products and services to enhance customer relationships for WSFS Bank. Engaging with clients to understand their financial needs and opening new accounts.
AE
Hybrid Part-Time Bilingual Customer Action Representative, Portuguese/English
Posted 5 months ago
About the role
- Bilingual Customer Action Representative helping Portuguese and English-speaking residents navigate energy efficiency programs. Providing support and assistance throughout their home energy journey.
Responsibilities
- Provide high-quality support to residents in accessing energy efficiency and renewable energy programs
- Support residents through every step of their home energy journey, in English and Portuguese
- Perform intake by phone and occasionally in-person through walk-ins at the Lawrence-based office
- Conduct eligibility screenings for clients
- Assist in finding and scheduling contractors for required work
- Make occasional in-home visits to collect data necessary for home electrification assessments
- Follow up with residents who have received energy assessments
- Collaborate with the supervisor to evaluate performance and customer satisfaction
- Assist clients with qualification and application support for rebates, incentives, and financing for projects
- Assist with invoicing for services rendered
- Co-manage projects with partner organizations and vendors
- Maintain organized contact records about partnerships and community members
Requirements
- Bilingual professional fluency in English and Portuguese, both written and spoken
- Passion for addressing global climate change, equitable clean energy access, or economic and environmental justice
- Ability and desire to speak with strangers on the phone or in person, to ask them to take a no-cost action to save money and energy while helping reduce greenhouse gas emissions
- Demonstrate ability to creatively problem solve and overcome obstacles
- Ability to work independently and as a part of a small, nimble team
- Detail-oriented and able to keep tasks, records, and systems organized
- Experience communicating with the residents of low-income and/or majority-minority communities (preferred)
- Sales, outreach, customer service, or organizing experience, e.g., retail, political canvassing, fundraising (preferred)
- Experience working with key performance indicators (KPIs) (preferred)
- Experience with phone banking, voter registration calls, or other phone-based outreach (preferred)
- Experience with Customer Relationship Management (CRM) systems like Salesforce (preferred)
- Basic knowledge of how homes use and lose energy (preferred)
- Fluency also in Spanish and/or Khmer (preferred)
Benefits
- Paid sick time
- Vacation time
- Retirement plans
- Technology benefits
- Health, dental, and vision insurance
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