About The Position

The Customer Service Representative supports customers in person and by phone, helping them with financial needs in a welcoming, open-office environment. The role includes serving customers across multiple local branch locations. No prior finance experience is required; paid on-the-job training is provided. The company offers training, opportunities for career growth, and monthly bonus potential when the team meets branch goals.

Requirements

  • Bilingual in English and Spanish.
  • Customer service experience.
  • A customer-centric attitude.

Responsibilities

  • Provide outstanding customer service by phone and in person.
  • Market to attract new customers and retain existing customer business.
  • Prepare and process loans and income tax returns.

Benefits

  • Paid hands-on and online training, with pay-increase incentives.
  • 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.
  • Monthly bonus potential when the team meets branch goals.
  • Career growth opportunities.
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