Financial Services Specialist

5 days ago


Beaver Dam, United States Security Finance Full time

About Us: Security Finance has been a leader in the financial services industry since 1955, providing easy and safe installment loans and income tax preparation to our communities. We take pride in being good members of our community, helping neighbors in times of need, and treating customers with the respect they deserve.

What We Offer:

  • A $35,000 - $50,000 per year salary, plus monthly bonus potential when your team meets branch goals.
  • TOP-of-the-line training, with pay increase incentives, including hands-on and online training, to help you build a solid foundation and excel in your role.
  • An EXCELLENT benefits bundle, featuring medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
  • Growth opportunities to advance your career and foster your talents.
  • Community service through charitable contributions and local community involvement.

About the Role: As a Customer Service Representative, you will be the first face customers see and the most important memory, helping them with their financial needs over the phone and in-person. You will provide outstanding customer service, market for new and continued customer business, and prepare and process loans and income tax returns.

Responsibilities:

  1. Provide exceptional customer service both on the phone and in-person.
  2. Market for new and continued customer business.
  3. Prepare and process loans and income tax returns.


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