Customer Service Representative (Bilingual)

About the role

The Customer Service Representative (CSR) position offers an opportunity to help customers access financial solutions and build lasting relationships. This entry-level role provides hands-on training, coaching, and development to support long-term success.

Responsibilities

• Connect with customers to foster repeat business
• Validate and process customer transactions accurately
• Offer personalized financial services tailored to customers' lifestyles
• Enter and maintain customer information with precision into a POS system
• Complete daily call campaigns to build new business
• Manage customer accounts and collections by accepting payments and scheduling appointments
• Perform duties outside the office, such as appraisals and errands
• Participate in in-store and community events
• Maintain store appearance and adhere to cleanliness standards
• Maintain office security and manage vault and cash drawer
• Uphold compliance with Company policies and procedures, and relevant laws
• Engage in ongoing training and stay updated on product and process changes
• Navigate a dynamic, fast-paced environment and manage multiple tasks efficiently
• Conduct additional tasks as directed by leadership
• Work a full-time schedule, including weekends

Qualifications and Skills

• A high school diploma or equivalent
• Excellent verbal and written communication skills
• Meticulous attention to detail
• Proficiency in using phones, POS system, Microsoft Office, and other computer systems
• At least 18 years old (19 in Alabama)
• Valid driver's license, auto insurance, and personal vehicle for use throughout the workday

Nice to Haves

• Experience in check cashing, document verification, and/or money order processing
• Prior cash handling and cash drawer/vault management experience
• Bilingual (English/Spanish) proficiency