Customer Service Representative

About the Role

You will be the first face customers see and the most important memory, helping them over the phone and in-person with their financial needs. No prior finance experience is required; a customer-centric attitude is key.

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
• Customer-centric attitude

Qualifications

• Willingness to learn a new industry with paid on-the-job training.
• Desire for multiple opportunities to advance your career.
• Comfortable working in an open office environment.

The company may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Final hiring decisions are made by humans.