Customer Service Representative

About the role

The Customer Service Representative (CSR) plays a pivotal role in helping people access financial solutions in their community. 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 and drive repeat business.
• Review, validate, and process customer transactions with accuracy.
• Offer personalized financial services tailored to each customer's lifestyle.
• Enter and maintain customer information with precision and integrity into a Point of Sale (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 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 to enhance the customer experience.
• Maintain office security protocols and conduct proper opening and closing procedures, including managing vault and cash drawer.
• Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations.
• Engage in ongoing training and stay current on product and process changes.
• Work efficiently in a dynamic and fast-paced environment, effectively navigating multiple tasks to meet individual and team performance standards.
• Conduct additional tasks as directed by leadership.
• Maintain a full-time work schedule with regular, in-person attendance, including weekends.

Qualifications and Skills

• A high school diploma or equivalent.
• Excellent verbal and written communication skills, along with a professional demeanor with both customers and colleagues.
• 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).
• The ability to meet the physical demands of the position, including standing up to 90% of the time, moving up to 25 pounds, and operating mechanical controls.
• 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) skills.

Benefits

• Paid on-the-job training and a comprehensive new hire program.
• Access to a robust learning management system and cross-brand training.
• Performance-based career advancement and educational reimbursement program.
• Traditional and Roth 401(k) retirement plans with generous Company matches.
• Multiple coverage choices for medical insurance, including telemedicine and medical spending account options (HSA/FSA).
• Voluntary benefits such as dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
• Free access to mental health resources, life coaching, and exclusive discounts from retailers.
• Paid time off that grows with you, starting with 12 days in your first year.