Client-Centric Finance Advisor

AttainFinance; Oklahoma City (OK); On-site; USD 33,000 - 46,000; Full time

Benefits offered by this job

Paid Time Off

Medical coverage

Dental coverage

Vision coverage

401(K) with company match

Tuition Reimbursement

Leadership Development Programs

Monthly Bonus Program

Job summary

Heights Finance in Oklahoma City is seeking a Financial Service Representative to be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it’s a chance to grow your career, and be rewarded for your success.

If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you.

Qualifications

• Customer focus: a genuine desire to help others and provide top-tier service in every interaction.
• Sales mindset: confidence in promoting products and services that meet customer needs.
• Strong communication: excellent verbal and written communication, ability to build rapport quickly.
• Problem-solving: think on your feet and offer creative solutions to customer challenges.
• Adaptability: willing to learn new systems and processes in a dynamic environment.
• Team player: collaborative spirit with a desire to contribute to team success.
• Educational background: HS diploma or equivalent required; college coursework or degree is a plus.
• Industry experience: experience in customer service, sales, or consumer finance is preferred but not required.

Responsibilities

• Deliver exceptional service to new and existing customers, guiding them through the loan process with care and professionalism.
• Drive sales growth using consultative techniques to educate customers on financial products and services.
• Engage customers with inbound calls and proactive outbound outreach to attract new business.
• Support delinquency management by collaborating on past-due accounts and offering solutions.
• Learn and grow through hands-on training and one-on-one mentoring to build skills.
• Ensure compliance with regulatory guidelines and company policies to protect customer information and assets.

Skills

Customer focus

Sales mindset

Strong communication

Problem solving

Adaptability

Team player

Education: HS diploma

Industry experience

Education

High School diploma or equivalent

College coursework or degree a plus

Job description

Heights Finance in Oklahoma City is seeking a Financial Service Representative to be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it’s a chance to grow your career, and be rewarded for your success.

If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you.