Customer Finance Advisor: Training & Growth

Attain Finance; Onalaska (WI); On-site; USD 38,000 - 52,000; Full time

Job summary

Heights Finance is seeking a Financial Service Representative to deliver outstanding service and build lasting customer relationships. You will guide clients through loan processes, promote financial products, and upsell where appropriate, while maintaining compliance and integrity.

This role offers opportunities for growth within a growing consumer finance company that values teamwork, training, and a customer-first approach.

Qualifications

• Customer-focused with a genuine desire to help and provide top-tier service.
• Sales-driven mindset to educate customers on financial products and services.
• Excellent verbal and written communication skills with the ability to build rapport quickly.
• Ability to think on your feet and offer creative solutions to customer challenges.

Responsibilities

• Deliver Exceptional Service: Provide outstanding support to customers and guide them through the loan process with care and professionalism.
• Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and promote offerings.
• Engage Customers: Manage inbound calls and make proactive outbound calls to attract new business.
• Support Delinquency Management: Collaborate with customers on past-due accounts and work toward resolution.
• Learn and Grow: Participate in hands-on training with mentoring to build skills and confidence.
• Ensure Compliance: Follow regulatory guidelines and company policies to protect customer information and assets.

Skills

Customer Focus

Sales Mindset

Strong Communication

Problem-Solving

Job description

Heights Finance is seeking a Financial Service Representative to deliver outstanding service and build lasting customer relationships. You will guide clients through loan processes, promote financial products, and upsell where appropriate, while maintaining compliance and integrity.

This role offers opportunities for growth within a growing consumer finance company that values teamwork, training, and a customer-first approach.