Financial Services Representative

1 week ago


Ontario, California, United States Pls Financial Services, Inc. Full time
Job Summary

We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at PLS Financial Services, Inc. As a key member of our retail banking team, you will be responsible for delivering exceptional customer service, promoting our financial products and services, and ensuring compliance with all regulatory requirements.

Key Responsibilities
  • Customer Service: Provide outstanding customer service to ensure repeat business and build strong relationships with our customers.
  • Product Promotion: Promote our financial products and services to current and potential customers, highlighting the benefits and features of our offerings.
  • Regulatory Compliance: Ensure all transactions are completed in compliance with federal, state, and local regulations, maintaining the highest standards of integrity and ethics.
  • Store Operations: Maintain a safe, organized, and clean environment, adhering to company policies and procedures.
  • Additional Duties: Perform other duties as instructed by management, supporting the overall success of our retail banking team.
Requirements
  • Previous Experience: Previous customer service experience in industries such as hospitality, financial services, retail, or restaurant is preferred.
  • Communication Skills: Strong verbal communication skills, with the ability to engage with customers and promote our products and services effectively.
  • Attention to Detail: Exceptional attention to detail and ability to multi-task, ensuring accuracy and efficiency in all transactions.
  • Physical Demands: Ability to sit and/or stand for long periods of time, with the capacity to lift 15 lbs. and work in a fast-paced environment.
Benefits

We offer a competitive compensation package, including medical, dental, and vision benefits, 401(k) plan, vacation time, and opportunities for advancement. Our company values include Communication, Customer Focus, Integrity and Trust, Teamwork, and Results, and we strive to demonstrate these values in all positions.



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