Customer Service Representative

7 days ago

Santa Rosa, California, United States TMX Finance Family of Companies Full time
About the Role

We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at TMX Finance Family of Companies. As a key member of our team, you will play a vital role in providing exceptional customer experiences and ensuring seamless transactions in our fast-paced environment.

Key Responsibilities
  • Forge strong relationships with customers to drive repeat business and increase customer loyalty.
  • Review, validate, and process customer transactions with accuracy, including check cashing, money transfer, and customer payments.
  • Proactively identify opportunities to maximize customer success by offering personalized financial services that meet their needs.
  • Enter and maintain customer information with precision and integrity into our Point-of-Sale (POS) system.
  • Build new business by completing inbound and outbound call campaigns daily.
  • Assist in customer account management and collections by accepting payments, monitoring, and managing customer appointments.
  • Maintain internal and external store appearance and meet cleanliness standards to enhance the customer experience.
  • Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
  • Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations.
  • Engage in ongoing training and remain updated on our evolving products and processes.
Requirements
  • High school diploma or equivalent.
  • Excellent verbal and written communication skills.
  • Professional demeanor with customers and peers.
  • Meticulous attention to detail and ability to accurately enter data.
  • Proficiency in using phone, Point of Sale, Microsoft Office, and other computer systems.
  • Must be at least 18 years of age.
  • Background check required (subject to applicable law).
Preferred Qualifications and Skills
  • Experience in check cashing, document verification, and/or money order processing.
  • Prior cash handling, cash drawer/vault management experience.
  • Bilingual (English/Spanish) is a plus and may be required for certain locations.
What We Offer
  • A comprehensive new hire training program.
  • Access to a robust learning management system, full of e-learning modules and training programs to help boost your professional and personal development.
  • Performance-based career advancement.
  • Multiple coverage choices for medical insurance, all include free telemedicine and medical spending account (HSA/FSA) options.
  • Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
  • Company-Sponsored Life and AD&D Insurance.
  • Voluntary benefits, including dental, vision, short-term and long-term disability plans, accident, critical illness, hospital confinement insurance, and even pet insurance.
  • Paid Time Off (Accrue 12 days per calendar year plus additional days for each year of service after the first year of employment).
  • Diverse Culture and Inclusive Environment.
  • A relaxed, business casual dress code that includes jeans and sneakers.

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