Financial Service Representative

Attain Finance•West Baraboo, WI

8d•$17 - $23•Onsite

About The Position

The Financial Service Representative delivers customer service and supports customers in securing financial solutions. The role guides new and existing customers through the loan process, promotes relevant financial products and services, manages inbound and outbound calls, assists with past-due accounts, and follows regulatory guidelines and company policies. A hands-on training program and one-on-one mentoring are provided. The position is full-time at 507 Linn Street, Unit F, Baraboo, WI 53913. The schedule is Monday through Friday, 8:30 a.m. to 5:30 p.m., with evenings and weekends based on business needs and peak seasons. The hourly pay range is $16.75 to $23.25; the offered rate depends on factors including location, skills, knowledge, competencies, and experience. Full-time employees are eligible for benefits starting on day one, including paid time off, medical, dental, vision, and other voluntary coverages. Employees may participate in the company 401(k) program with a company match beginning 30 days after hire, starting on the first of the month. Other perks include an Employee Assistance Program, Emergency Relief Fund, Attain4All, tuition reimbursement, Leadership Development Programs, and the potential to earn a monthly bonus.

Requirements

A genuine desire to help others and provide high-quality customer service.
Confidence promoting products and services that meet customer needs.
Excellent verbal and written communication skills and the ability to build rapport quickly.
Ability to think on one's feet and 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.
Customer service, sales, or consumer finance experience is preferred but not required.

Nice To Haves

College coursework or a degree.
Experience in customer service, sales, or consumer finance.

Responsibilities

Provide support to new and existing customers and guide them through the loan process.
Use consultative sales techniques to explain financial products and services, identifying opportunities to upsell and cross-sell.
Manage inbound calls and make outbound calls to attract new business and promote offerings.
Work with customers on past-due accounts, offer solutions, and help resolve delinquencies.
Participate in hands-on training and one-on-one mentoring.
Follow regulatory guidelines and company policies to protect customer information and company assets.