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 loyalty and encourage repeat business.
• Process transactions accurately, including check cashing, money transfers, and customer payments.
• Offer personalized financial services tailored to each customer's lifestyle.
• Enter and maintain customer information with precision into a Point of Sale (POS) system.
• Complete daily call campaigns to build new business.
• Manage customer accounts and collections, including accepting payments and scheduling appointments.
• Perform duties outside the office, such as conducting vehicle appraisals, running errands, and participating in external marketing events.
• Engage in in-store and community events to enhance the customer experience.
• Maintain the store's appearance and adhere to cleanliness standards.
• Conduct opening and closing procedures, including managing vaults and cash drawers.
• Comply with Company policies and procedures, as well as relevant laws and regulations.
• Participate in ongoing training to stay updated on product and process changes.
• Work efficiently in a dynamic environment, handling multiple tasks simultaneously.
• Attend regular work hours, including weekends, as part of a full-time schedule.

Qualifications and Skills

• A high school diploma or equivalent.
• 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 systems, 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 (mileage compensated).

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) is a plus and may be required for certain locations.