Customer Service Representative

About the Role

• Provide outstanding customer service both on the phone and in-person.
• Market for new and continued customer business.
• Prepare and process loans and income tax returns.
• You will be the first face customers see and the most important memory, helping them with financial needs over the phone and in-person.

Key Responsibilities

• Provide outstanding customer service both on the phone and in-person.
• Market for new and continued customer business.
• Prepare and process loans and income tax returns.

Requirements & Tech Stack

• Customer service experience required.
• No prior finance experience required.
• Ability to learn a new industry.
• Willingness to work in an open, office environment.

Qualifications

• Customer-centric attitude.
• Ability to learn and adapt.