Customer Service Representative

About the role

You’re the first face customers see and the most important memory, because you’ll be the one who helps them, over the phone and in-person, when they have a financial need. No prior finance experience required—just bring your 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.

Requirements

• Bilingual in English and Spanish
• Customer service experience

Benefits

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