Customer Service Representative

About the role

You’ll be the first face customers see and the most important memory, helping 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.

Qualifications

• Customer service experience.
• Desire to learn a new industry with paid on‑the‑job training.
• Interest in multiple career advancement opportunities.
• Preference for working in an open office environment.

Benefits

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