Financial Services Representative
2 days ago
We are a leading financial services provider dedicated to delivering exceptional customer experiences since 1987.
Our mission is to empower individuals across the country with access to short-term financial solutions when they need them most.
Job OverviewWe are seeking an experienced Financial Services Representative to join our team in providing world-class service to our diverse customer base.
This role offers an exciting opportunity to build lasting relationships, drive repeat business, and advance your career in a dynamic environment.
Key Responsibilities- Forge strong connections with customers to cultivate lasting relationships that drive repeat business.
- Skillfully review, validate, and process customer transactions with accuracy, including check cashing, money transfer, and customer payments.
- Proactively maximize customer success by offering personalized financial services that fit their lifestyle.
- Enter and maintain customer information with precision and integrity into a 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 and monitoring and managing customer appointments.
- Maintain internal and external store appearance and meet cleanliness standards to enhance the customer experience.
- Maintain office security 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.
- 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)
- 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
- Educational Reimbursement Program (up to $5,000 per 12-month period, then up to $10,000 per 12-month period after five years with the Company) for select programs, courses, and certifications
- 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
$35,000 - $45,000 per year, depending on location and experience.
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