Financial Customer Service

Yorktown, VA 23693

Posted: 10/18/2024 Job Category: Customer Service Job Number: 000047SM Pay Rate: $16

Job Description

Financial Customer Service Representative
Position: Full-Time Direct Hire
Compensation: $16 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.

 

Job Requirements

Valid Drivers License 

Meet Your Recruiter

Heather Hontz
Recruiter

Apply Online

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About Yorktown, VA

Ready to kickstart your career in the vibrant town of Yorktown, Virginia? This historical gem nestled in the southeastern part of the Commonwealth offers endless job opportunities with a touch of Southern charm and historical significance. With landmarks like the Yorktown Battlefield and Colonial National Historical Park, along with fresh seafood cuisine and lively art galleries and theaters, Yorktown provides a unique work-life balance. Explore career growth in this picturesque town, home to professional sports teams like the Peninsula Pilots, and embrace the serene beauty of the York River and Coventry Parish Park. Discover your next career move in Yorktown, VA, where history meets opportunity. Browse our job listings now!