Customer-Focused Financial Service Rep — Growth & Benefits

Attain Finance; Gonzales (TX); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Paid Time Off

Medical insurance

Dental insurance

Vision insurance

401(K) with company match

Tuition Reimbursement

Job summary

Heights Finance, part of the Attain Finance family, is hiring a Financial Service Representative in Gonzales, LA. You will deliver exceptional customer service, guide clients through loan processes, and identify opportunities to offer suitable financial solutions. The role emphasizes sales while maintaining regulatory compliance and a customer-first mindset.

The position is full-time with a standard weekday schedule. Benefits include PTO, health coverage, and a 401(k) with company match.

Qualifications

• Customer-focused approach with a records of helping customers.
• Confidence in promoting financial products and services.
• Excellent verbal and written communication skills.
• Ability to think on your feet and offer creative solutions.
• Willingness to learn new systems and processes.

Responsibilities

• Deliver Exceptional Service: provide outstanding support to customers through loan processes.
• Drive Sales Growth: educate customers on financial products and upsell opportunities.
• Engage Customers: handle inbound calls and proactive outreach to attract new business.
• Support Delinquency Management: assist customers with past-due accounts and solutions.
• Learn and Grow: participate in hands-on training with mentoring.
• Ensure Compliance: follow regulatory guidelines and protect customer information.

Skills

Customer service

Sales mindset

Strong communication

Problem solving

Adaptability

Team player

Education

High School diploma or equivalent

Job description

Heights Finance, part of the Attain Finance family, is hiring a Financial Service Representative in Gonzales, LA. You will deliver exceptional customer service, guide clients through loan processes, and identify opportunities to offer suitable financial solutions. The role emphasizes sales while maintaining regulatory compliance and a customer-first mindset.

The position is full-time with a standard weekday schedule. Benefits include PTO, health coverage, and a 401(k) with company match.