Customer Service Representative (Bilingual)

About the role

The Customer Service Representative (CSR) plays a pivotal role in helping people access financial solutions in Desoto, TX. This entry-level position offers hands-on training, coaching, and development, setting the stage for long-term success within a fast-growing, impact-driven company.

Responsibilities

• Connect with customers to build lasting relationships and drive repeat business.
• Review, validate, and process customer transactions with accuracy.
• Maximize customer success by offering personalized financial services tailored to their lifestyles.
• Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system.
• Complete daily call campaigns to assist in customer account management and collections.
• Absorb new business by accepting payments and managing customer appointments.
• Perform duties outside of the office, including on-site vehicle appraisals, store errands, and external marketing.
• Participate in in-store and community events to enhance the customer experience.
• Maintain the store's appearance and meet cleanliness standards to ensure a positive environment.
• Conduct opening and closing procedures, including vault and cash drawer management, as needed.
• Uphold compliance with Company policies and procedures, and adhere to all relevant laws and regulations.
• Engage in ongoing training and stay current on product and process changes.
• Work efficiently in a dynamic and fast-paced environment, meeting individual and team performance standards.
• Conduct additional tasks as directed by leadership.
• Maintain a full-time work schedule with regular, in-person attendance, including weekends.

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 system, Microsoft Office, and other computer systems.
• At least 18 years old (19 in Alabama).
• Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
• The ability to meet the physical demands of the position, including standing up to 90% of the time, moving up to 25 pounds, and operating mechanical controls.
• Experience in check cashing, document verification, and/or money order processing is a plus.
• Prior cash handling and cash drawer/vault management experience is beneficial.
• Bilingual (English/Spanish) is a plus and may be required for certain locations.

Benefits & Perks

• Paid on-the-job training and a comprehensive new hire program.
• Access to a robust learning management system and cross-brand training.
• Performance-based career advancement and educational reimbursement programs.
• Traditional and Roth 401(k) Retirement plans with generous Company matches.
• Company-Sponsored Life and AD&D Insurance.
• Multiple coverage choices for medical insurance, including telemedicine and medical spending account options (HSA/FSA).
• Free access to mental health resources, life coaching, and more for you and your family members through the Employee Assistance Program.
• Exclusive discounts from nationwide and local retailers through the Discount Marketplace.
• Paid time off that grows with you, starting with 12 days in your first year.