Customer Service Representative

About the Role

As a Customer Service Representative (CSR), you will help people in your community access financial solutions and play a pivotal role in building connections with a diverse customer base. You will process transactions such as check cashing, money transfers, and customer payments, while providing exceptional in-store experiences. This is an entry-level position with hands-on training, coaching, and development opportunities for long-term success.

Key Responsibilities

• Connect with customers to cultivate lasting relationships that drive repeat business.
• Review, validate, and process customer transactions with accuracy.
• Maximize customer success by offering personalized financial services.
• Enter and maintain customer information with precision into a Point of Sale (POS) system.
• Build new business by completing daily call campaigns.
• Assist in customer account management and collections by accepting payments and managing customer appointments.
• Perform duties outside of the office, where applicable, including on-site vehicle appraisals, store errands, and external marketing.
• Participate in in-store and community events.
• Maintain internal and external store appearance and meet cleanliness standards.
• Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
• Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations.
• Engage in ongoing training and stay current on product and process changes.
• Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks.
• Conduct additional tasks as directed by leadership.
• Maintain a full-time work schedule with regular, in-person attendance, including weekends (minimum 40 hours per week).

Requirements & Tech Stack

• High school diploma or equivalent.
• Excellent verbal and written communication skills.
• Professional demeanor with customers and colleagues.
• Meticulous attention to detail and ability to accurately enter data.
• Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
• Must be at least 18 years of age (19 in Alabama).
• Background check required.
• Ability to meet physical demands, including standing up to 90% of the time, moving and transporting up to 25 pounds, moving inside and outside of the store, and operating mechanical controls like a keyboard.

Qualifications

• Experience in check cashing, document verification, and/or money order processing.
• Prior cash handling, cash drawer/vault management experience.
• Bilingual (English/Spanish) is a plus and may be required for certain locations.
• Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).