About The Position

The Customer Service Representative serves customers with financial needs in person and over the phone. The role provides customer service, markets to new and existing customers, 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 based in an open office environment and offers opportunities for career advancement.

Requirements

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

Responsibilities

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

Benefits

  • Paid on-the-job training, including hands-on and online training.
  • Training-related 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.
  • Opportunities for career growth and advancement.
  • Community service contributions to charities, local food banks, educational institutions, and other organizations.
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