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Client Relations Specialist

2 months ago

Santa Rosa, California, United States Community Choice Financial Family of Brands Full time

Position Overview:

At Community Choice Financial Family of Brands, we pride ourselves on being more than just a financial service provider; we are a reliable partner for our dedicated customers seeking swift and trustworthy financial solutions. As a Customer Engagement Representative, you will be instrumental in our dynamic environment, fostering connections with our diverse clientele and ensuring smooth transactions along with outstanding in-store experiences.

Key Responsibilities:

- Develop strong relationships with customers to encourage repeat business.

- Accurately review, validate, and process customer transactions, including check cashing, money transfers, and payments.

- Enhance customer success by providing tailored financial services that align with their needs.

- Maintain precise and secure customer information in our Point-of-Sale (POS) system.

- Generate new business through daily inbound and outbound call campaigns.

- Support customer account management and collections by processing payments and overseeing customer appointments.

- Ensure the store environment is clean and welcoming to improve the customer experience.

- Adhere to security protocols and execute proper opening and closing procedures, including managing cash drawers and vaults.

- Comply with company policies and all relevant local, state, and federal regulations.

- Participate in ongoing training to stay informed about our evolving products and services.

- Work effectively in a fast-paced setting, managing multiple tasks to meet performance standards.

- Maintain a full-time work schedule with regular attendance, including weekends. A minimum of 40 hours per week is expected for this role.

Qualifications:

  • High school diploma or equivalent.
  • Exceptional verbal and written communication skills.
  • Professional demeanor when interacting with customers and colleagues.
  • Strong attention to detail and accuracy in data entry.
  • Proficient in using phones, Point of Sale systems, Microsoft Office, and other computer applications.
  • Must be at least 18 years old.
  • Background check required (subject to applicable law).
  • Ability to meet the physical demands of the role, including standing for extended periods and lifting up to 25 pounds.

Preferred Qualifications:

  • Experience in check cashing, document verification, or money order processing.
  • Prior experience with cash handling and vault management.
  • Bilingual (English/Spanish) is advantageous and may be necessary for certain locations.

What We Offer:

  • A comprehensive training program for new hires.
  • Access to a rich learning management system filled with e-learning modules and training programs for professional and personal growth.
  • Opportunities for career advancement based on performance.
  • Multiple medical insurance coverage options, including free telemedicine and medical spending account (HSA/FSA) choices.
  • Traditional and Roth 401(k) retirement plans with a generous company match.
  • Company-sponsored life and AD&D insurance.
  • Voluntary benefits, including dental, vision, short-term and long-term disability plans, and more.
  • Paid Time Off (Accrue 12 days per calendar year plus additional days for each year of service).
  • A diverse and inclusive workplace culture.
  • A relaxed business casual dress code.

About Us:

Community Choice Financial Family of Brands provides quick and efficient check cashing services, along with short-term financial services such as money orders, tax preparation assistance, and bill payment services across our various retail locations.

The information provided is not intended to be an exhaustive list of the duties and responsibilities of the position, nor is it intended to be an all-inclusive list of the skills and abilities required to perform the job. The company may revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate.