Customer-Focused Financial Services Advisor

AttainFinance; San Antonio (TX); On-site; USD 43,753,000 - 62,323,000; Full time

Benefits offered by this job

Benefits from day one

401(k) match

Tuition reimbursement

Leadership development

Monthly bonus

Job summary

Heights Finance, part of the Attain Finance family, is hiring a Financial Service Representative in San Antonio. You'll deliver exceptional service, guide customers through loan processes, and build lasting relationships in a fast-paced financial services environment.

This role offers full-time hours, benefits from day one, a 401(k) with company match, and opportunities for growth through trainings and bonus programs.

Qualifications

• Customer service focus with a genuine desire to help others.
• Sales mindset to educate and upsell financial products.
• Strong communication, both verbal and written.
• Problem-solving skills for customer challenges.
• Adaptability to learn new systems.
• Team player with collaborative spirit.
• HS diploma required; college coursework a plus.
• Customer service, sales, or consumer finance experience preferred but training provided.

Responsibilities

• Deliver exceptional service to new and existing customers through loan guidance and support.
• Drive sales growth using consultative techniques to educate customers on products.
• Engage customers via inbound calls and proactive outreach to grow business.
• Support delinquency management with thoughtful customer solutions.
• Learn and grow through hands-on training and mentoring.
• Ensure compliance with regulatory guidelines and company policies.

Skills

Customer focus

Sales mindset

Communication

Problem solving

Adaptability

Teamwork

HS diploma

Industry experience

Education

HS diploma or equivalent

Job description

Heights Finance, part of the Attain Finance family, is hiring a Financial Service Representative in San Antonio. You'll deliver exceptional service, guide customers through loan processes, and build lasting relationships in a fast-paced financial services environment.

This role offers full-time hours, benefits from day one, a 401(k) with company match, and opportunities for growth through trainings and bonus programs.