About The Position

You're the first face customers see and the most important memory, because you'll be the one who helps them, over the phone and in-person, when they have a financial need. No prior finance experience required - just bring your customer centric attitude and we'll teach you the rest!

Requirements

  • Bilingual in English and Spanish
  • Customer service experience
  • Customer centric attitude

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.

Benefits

  • TOP-of-the-line training, with pay increase incentives, which includes hands-on and online training.
  • An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
  • Monthly Bonus Potential
  • Community Service
  • Growth Potential

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Education Level

No Education Listed

Number of Employees

1,001-5,000 employees

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