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 when they have a financial need.
• No prior finance experience is required; a customer-centric attitude is valued, and training will be provided.
• The work environment is an open office.

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

• Opportunity to learn a new industry with paid on-the-job training.
• Opportunities for career advancement.
• TOP-of-the-line training, including hands-on and online components, with pay increase incentives.
• Monthly bonus potential when branch goals are met.
• Community involvement and contributions to charities, local food banks, and educational institutions.
• Growth potential and career pathway.
• Experience in the financial services industry is not required.