Financial Service Representative

About the role

Heights Finance, a member of the Attain Finance family, is seeking a motivated, customer-focused Financial Service Representative to deliver exceptional service, build lasting relationships, and help individuals secure financial solutions. This role offers hands-on training, mentorship, and clear pathways for career growth within a dynamic team that values innovation and collaboration.

Responsibilities

• Provide outstanding support to new and existing customers, guiding them through the loan process with care and professionalism.
• Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
• Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote offerings.
• Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
• Participate in a hands-on training program with one-on-one mentoring to build skills and confidence.
• Follow all regulatory guidelines and company policies to protect customer information and company assets.

Qualifications

• Genuine desire to help others and provide top-tier service in every interaction.
• Confidence in promoting products and services that meet customer needs.
• Excellent verbal and written communication skills, with the ability to build rapport quickly.
• Ability to think on your feet and offer creative solutions to customer challenges.
• Willingness to learn new systems and processes in a dynamic environment.
• A collaborative spirit with a desire to contribute to team success.
• High School diploma or equivalent required; college coursework or degree is a plus.
• Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!

Pay

The base hourly range is $15.25 – $21.75, with the actual rate determined by factors including location, skills, knowledge, competencies, and experience.

Benefits

• Paid Time Off
• Medical, Dental, Vision and other voluntary coverages
• 401(k) program with company match, starting 30 days post hire
• Employee Assistance Program
• Emergency Relief Fund
• Attain4All
• Tuition Reimbursement
• Leadership Development Programs
• Monthly Bonus Program