Customer Service Representative (Bilingual)

About the role

The Customer Service Representative (CSR) position offers an opportunity to help customers access financial solutions tailored to their needs, fostering strong, lasting relationships.

Responsibilities

• Connect with customers to build lasting relationships and drive repeat business.
• Validate and process customer transactions with accuracy.
• Offer personalized financial services to meet customer lifestyles.
• Enter and maintain customer information with precision into a Point of Sale (POS) system.
• Complete daily call campaigns to build new business.
• Aid in customer account management and collections by accepting payments and managing 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 adhere to cleanliness standards.
• Maintain office security protocols and conduct opening and closing procedures.
• Uphold compliance with Company policies and procedures, and all relevant laws.
• Engage in ongoing training and stay updated on product and process changes.
• Work efficiently in a dynamic and fast-paced environment, managing multiple tasks.
• Conduct additional tasks as directed by leadership.
• Maintain a full-time work schedule with regular in-person attendance.

Qualifications and Skills

• A high school diploma or equivalent.
• Bilingual (English/Spanish) is a plus.
• Excellent verbal and written communication skills, along with a professional demeanor.
• Meticulous attention to detail and ability to accurately enter data.
• 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.

Benefits & Perks

• Paid on-the-job training and a comprehensive new hire program.
• Access to a robust learning management system with e-learning modules.
• Cross-brand training for potential promotions.
• Key Holder Program for leadership development.
• Performance-based career advancement opportunities.
• Traditional and Roth 401(k) retirement plans with generous Company matches.
• Company-sponsored life and AD&D insurance.
• Discounted rates for 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 family discounts.
• Flexible paid time off that grows with you.
• Relaxed, business casual dress code.