Customer Service Representative

About the Role

As a Customer Service Representative (CSR), you’ll help people in your community access financial solutions. You’ll build connections with customers and process transactions like check cashing, money transfers, and customer payments, while providing exceptional in-store experiences. This role offers hands-on training, coaching, and development opportunities.

Key Responsibilities

• Connect with customers to cultivate lasting relationships.
• Review, validate, and process customer transactions with accuracy.
• Offer personalized financial services.
• Enter and maintain customer information 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 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, procedures, and relevant laws and regulations.
• Engage in ongoing training and stay current on product and process changes.
• Work efficiently in a dynamic and fast-paced environment.
• Navigate multiple tasks to meet performance standards.
• 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

• Proficiency in using phones, POS system, Microsoft Office, and other computer systems.

Qualifications

• A 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.
• 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 (e.g., keyboard).

Preferred 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.
• Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).