Financial Services Representative with Customer Focus

5 days ago

Cedar Park, Texas, United States Community Choice Financial Family of Brands Full time

Overview

We are seeking a skilled Financial Services Representative to join our team at Community Choice Financial Family of Brands. This role is ideal for individuals who possess excellent customer service skills and a passion for helping others achieve financial stability.

About Us

With over 25 years of experience, we have established ourselves as a trusted loan company operating across 12 states. Our products and services are designed to cater to the needs of millions of people, providing them with access to short-term financial solutions when they need it most.

Job Description

As a Financial Services Representative, you will play a vital role in ensuring that customers receive exceptional service throughout the full cycle of the loan or pawn process. Your primary responsibilities will include:

  • Providing personalized assistance to customers, educating them on financial products and services.
  • Assisting with customer account management, including accepting payments, monitoring, and managing customer appointments.
  • Working collaboratively with colleagues to meet performance standards, leveraging business-to-business partnership opportunities, obtaining referrals, and participating in store and community events.
  • Developing strong customer relationships to build new business, maintain store profitability, and enhance brand loyalty.
  • Maintaining accurate records of customer information in the Point-of-Sale system.
  • Upholding compliance with Company policies and procedures, as well as local, state, and federal laws and regulations.

Required Skills and Qualifications

To be successful in this role, you will need:

  • A High School Diploma or equivalent.
  • Excellent verbal and written communication skills.
  • The ability to maintain a professional and courteous demeanor when interacting with customers and peers.
  • Familiarity with phone, Point of Sale, Microsoft Office, and other systems.
  • A minimum age requirement of 18 years (19 in Alabama).
  • The ability to pass a criminal background check.

Benefits

We offer a comprehensive benefits package, including:

  • A comprehensive new hire training program.
  • Access to a robust learning management system, featuring e-learning modules and training programs for professional development.
  • Performance-based career advancement opportunities.
  • An 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 medical insurance options, including free telemedicine and medical spending accounts (HSA/FSA).
  • A 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 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).

Salary Estimate

We estimate the salary range for this position to be around $35,000-$50,000 per annum, depending on location and experience. This figure is based on industry standards and reflects the level of expertise required for this role.

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