About The Position

The Customer Service Representative provides customer support in person and over the phone at multiple branch locations in the area. The role serves customers seeking financial assistance, helps prepare and process loans and income tax returns, and supports new and continued customer business. No prior finance experience is required; paid, hands-on and online training is provided. The position is suited to an English/Spanish bilingual candidate with customer service experience and a customer-focused attitude. The company describes the work setting as an open office environment and offers opportunities for career advancement.

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 encourage continued customer business.
  • Prepare and process loans and income tax returns.
  • Work across 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, holiday, and vacation time.
  • Monthly bonus potential when the team meets branch goals.
  • Career growth and advancement opportunities.
  • Community service contributions and involvement.
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