Customer Service Representative

Security Finance•Waukesha, WI

About The Position

The Customer Service Representative helps customers with financial needs over the phone and in person in an open office environment. No prior finance experience is required; paid on-the-job training is provided. The role involves providing outstanding customer service, marketing to attract new and continued customer business, and preparing and processing loans and income tax returns. The company offers training, opportunities for career advancement, and potential monthly bonuses when the team meets branch goals.

Requirements

  • Customer service experience.
  • A customer-centric attitude.

Responsibilities

  • Provide outstanding customer service by phone and in person.
  • Market for new and continued customer business.
  • Prepare and process loans and income tax returns.

Benefits

  • Paid on-the-job training, including hands-on and online training.
  • Pay increase incentives associated with training.
  • Medical insurance at minimal cost to the employee.
  • Dental insurance.
  • Life insurance.
  • Short- and long-term disability coverage.
  • Profit sharing.
  • 401(k) with company matching.
  • Paid sick time, holidays, and vacation time.
  • Potential monthly bonus when the team meets branch goals.
  • Career growth opportunities.
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