Client Relations Specialist

4 weeks 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 diligent customers seeking prompt and trustworthy financial solutions. As a Customer Engagement Representative, you will be essential in our dynamic environment, fostering connections with our varied clientele and ensuring smooth transactions along with outstanding in-store experiences.

Key Responsibilities:

- Develop and nurture relationships with customers to encourage repeat business.

- Accurately assess, validate, and execute customer transactions, including check cashing, money transfers, and payments.

- Proactively enhance customer satisfaction by providing tailored financial services that align with their needs.

- Diligently input and maintain customer data with accuracy and integrity in our Point-of-Sale (POS) system.

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

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

- Ensure the store's internal and external appearance meets cleanliness standards to elevate the customer experience.

- Adhere to office security protocols and execute proper opening and closing procedures, including managing the vault and cash drawer.

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

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

- Work effectively in a fast-paced environment, managing multiple tasks to meet individual and team performance goals.

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

Qualifications:

  • High school diploma or equivalent.
  • Exceptional verbal and written communication abilities.
  • Professional demeanor when interacting with customers and colleagues.
  • Strong attention to detail and capability to enter data accurately.
  • Proficient in using phones, Point of Sale systems, Microsoft Office, and other computer applications.
  • Must be at least 18 years of age.
  • Background check required (subject to applicable law).
  • Ability to meet the physical demands of the role, including standing for extended periods, moving up to 25 pounds, and operating mechanical controls such as a keyboard.

Preferred Qualifications and Skills:

  • Experience in check cashing, document verification, or money order processing.
  • Prior experience in cash handling and managing cash drawers/vaults.
  • Bilingual (English/Spanish) is advantageous and may be necessary for specific locations.

What We Offer:

  • A comprehensive training program for new hires.
  • Access to a robust learning management system filled with e-learning modules and training programs to enhance your 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 401(k) 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, 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).
  • A diverse culture and inclusive environment.
  • A relaxed, business casual dress code that allows for jeans and sneakers.

Note: The benefits offered are subject to change without notice. Certain benefits may be subject to the terms and conditions of the governing plan documents, which should be consulted for additional details and eligibility requirements.

About Us:

Community Choice Financial Family of Brands provides swift and convenient check cashing services for our customers, including short-term money services such as money orders, tax preparation assistance, Western Union, bill payment services, and Green Dot Visa debit cards across our numerous retail locations.

The information provided here is not intended to be an exhaustive list of the duties and responsibilities of the job, nor is it meant 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.

Community Choice Financial Family of Brands is committed to fostering an inclusive workplace free from discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information, or any other characteristic protected by applicable law. Candidates from all backgrounds are encouraged to apply.

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