Financial Customer Service

Financial Customer Service Representative
Position: Full-Time Direct Hire
Compensation: $15.75 per hour plus bonuses

Summary:
Are you passionate about providing excellent customer service and creating memorable experiences? Join our team as a Financial Customer Service Representative (CSR) and help our customers with their financial needs while growing your career in a supportive and dynamic environment.

What You'll Do:
• Create an Exceptional Customer Experience:
o Respond to customer needs promptly and efficiently.
o Build strong relationships with customers and colleagues.
o Maintain confidentiality of customer information.
• Perform Job-Related Functions:
o Interview customers and process applications, recommending suitable products and services.
o Handle payments, verify cash, process endorsements, issue receipts, and manage ACH transactions.
o Present daily marketing offers to customers.
o Manage and collect assigned customer accounts.
o Keep accurate records of daily tasks.
• Ensure Compliance:
o Adhere to company policies and procedures.
o Comply with state and federal regulations.
• Engage in Learning & Development:
o Participate in personal and professional development opportunities.
o Gain knowledge of all our products and services.
o Seek additional responsibilities to enhance your skills.
• Exemplify Leadership:
o Model our company's leadership competencies in your daily work.
• Other Duties:
o Perform other tasks as needed.

What We're Looking For:
• Education:
o High School Diploma or equivalent.
• Experience and Skills:
o Ability to meet state and federal licensing requirements.
o Strong analytical and judgment skills.
o Excellent interpersonal skills across various settings.
o Ability to handle confidential information.
o Results-driven and proactive.
o Strong verbal, written, and interpersonal communication skills.
o Proficiency with MS Office Suite.

Why Join Us?
• Career Growth:
o Opportunities for professional development and career advancement.
• Supportive Environment:
o Work in a collaborative and team-oriented setting.
• Competitive Compensation:
o Earn a competitive hourly wage with the potential for bonuses.

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