About The Position

The Customer Service Representative supports multiple branch locations and serves customers by phone and in person. The role provides customer service, markets to attract new and continued business, and prepares and processes loans and income tax returns. No prior finance experience is required; paid, hands-on and online training is provided. The position is suited to someone with a customer-centric attitude who is comfortable working in an open office environment and at multiple locations in the area.

Requirements

  • A customer-centric attitude.
  • Customer service experience is asked about in the posting, but no specific experience requirement is stated.
  • No prior finance experience is required.

Responsibilities

  • Provide outstanding customer service over the phone and in person.
  • Market for new and continued customer business.
  • Prepare and process loans and income tax returns.
  • Work in multiple branch locations in the area.

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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