Customer Service Representative

About the Role

As a Customer Service Representative (CSR), you will help people in your community access the financial solutions they need. You will build connections with our diverse customer base and process transactions, such as check cashing, money transfers, and customer payments, while providing exceptional in-store experiences. This is an entry-level position offering hands-on training, coaching, and development.

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 and integrity 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, as needed.
• 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 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

• High school diploma or equivalent.
• Excellent verbal and written communication skills, plus professional demeanor.
• 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).
• Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
• 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 such as a keyboard.

Qualifications

• Experience in check cashing, document verification, and/or money order processing is preferred.
• Prior cash handling, cash drawer/vault management experience is preferred.
• Bilingual (English/Spanish) is a plus and may be required for certain locations.