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 valued, and training will be provided.

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

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