Financial Service Representative
About The Position
The Financial Service Representative delivers an exceptional customer experience by helping new and existing customers through the loan process and identifying financial products and services that meet their needs. The role combines customer service, consultative sales, inbound and outbound calling, and support for customers with past-due accounts. The representative follows regulatory guidelines and company policies to protect customer information and company assets. The position offers hands-on training and one-on-one mentoring, with opportunities to build skills and grow within the company. It is full-time and based at 800 Main St. Ste 402, Anderson, Indiana. The stated schedule is Monday through Friday, 8:30 a.m. to 5:30 p.m., with evenings and weekends based on business needs or peak seasons. The hourly pay range is $15.75 to $22.75; the actual offer depends on factors including location, skills, knowledge, competencies, and experience.
Requirements
- A genuine desire to help others and provide high-quality customer service.
- Confidence promoting products and services that meet customer needs.
- Strong verbal and written communication skills and the ability to build rapport quickly.
- Problem-solving skills and the ability to offer creative solutions to customer challenges.
- Willingness to learn new systems and processes in a dynamic environment.
- Collaborative approach and desire to contribute to team success.
- High school diploma or equivalent required.
- Availability for the stated full-time weekday schedule, with evenings and weekends based on business needs or peak seasons.
Nice To Haves
- College coursework or a degree.
- Experience in customer service, sales, or consumer finance; experience is preferred but not required.
Responsibilities
- Provide outstanding support to new and existing customers and guide them through the loan process.
- Use consultative sales techniques to explain financial products and services and identify opportunities to upsell and cross-sell.
- Manage inbound calls and make proactive outbound calls to attract new business and promote company offerings.
- Work with customers on past-due accounts, offering solutions and pursuing resolution.
- Participate in hands-on training and one-on-one mentoring.
- Follow regulatory guidelines and company policies to protect customer information and company assets.
Benefits
- Paid time off.
- Medical coverage.
- Dental coverage.
- Vision coverage.
- Other voluntary coverages.
- 401(k) program with company match, available 30 days after hire starting on the first of the month.
- Employee Assistance Program.
- Emergency Relief Fund.
- Attain4All.
- Tuition reimbursement.
- Leadership Development Programs.
- Potential eligibility to earn through the Monthly Bonus Program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
