Customer Service Representative – English/Spanish

About the role

You’ll be the first face customers see and the most important memory, because you’ll help them—over the phone and in-person—when they have a financial need. No prior finance experience is required; just bring a 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 paid 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 through company contributions to charities, local food banks, and educational institutions.
• Growth potential with pathways for career advancement.