Customer Service Representative

About the role

The Customer Service Representative (CSR) plays a pivotal role in helping people in the Missouri City community access financial solutions. This entry-level position offers hands-on training, coaching, and development, making it a great stepping stone for career advancement.

Responsibilities

• Connect with customers to build lasting relationships.
• Review, validate, and process customer transactions with accuracy.
• Offer personalized financial services to fit customers' lifestyles.
• Enter and maintain customer information with precision into a POS system.
• Complete daily call campaigns to maximize customer success.
• Aid in customer account management and collections by accepting payments and managing customer appointments.
• Perform duties outside of the office, including on-site vehicle appraisals, store errands, and external marketing.
• Participate in in-store and community events.
• Maintain the store's appearance and meet cleanliness standards.
• Maintain office security protocols and conduct proper opening and closing procedures.
• Uphold compliance with Company policies and procedures, and all relevant laws.
• Engage in ongoing training and stay current on product and process changes.
• Work efficiently in a dynamic and fast-paced environment.
• Meet individual and team performance standards.
• Conduct additional tasks as directed by leadership.
• Maintain a full-time work schedule with regular, in-person attendance.

Qualifications and Skills

• A high school diploma or equivalent.
• Excellent verbal and written communication skills, plus professional demeanor.
• Meticulous attention to detail and ability to accurately enter data.
• Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
• Must be at least 18 years old (19 in Alabama).
• Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).

Nice to Haves

• Experience in check cashing, document verification, and/or money order processing.
• Prior cash handling, cash drawer/vault management experience.
• Bilingual (English/Spanish) is a plus and may be required for certain locations.