Customer Service Representative

About the role

You’ll be the first face customers see and the most important memory, because you’ll help them—over the phone and in-person—when they have a financial need. No prior finance experience is required; just bring a customer-centric attitude, and we’ll teach you the rest.

Responsibilities

• Provide outstanding customer service both on the phone and in-person.
• Market for new and continued customer business.
• Prepare and process loans and income tax returns.

Benefits

• Top-of-the-line paid training with pay-increase incentives, including hands-on and online training.
• Comprehensive benefits bundle: medical insurance (minimal employee cost), dental, life insurance, short- and long-term disability, profit sharing, and 401k with company matching.
• Paid sick, holiday, and vacation time.
• Monthly bonus potential when your team meets branch goals.
• Community service opportunities, including contributions to charities, local food banks, and educational institutions.
• Growth potential with a clear pathway for career advancement.