Customer-Focused Financial Services Rep: Loans & Growth

Loansbyworld; Watertown (WI); On-site; USD 20,664 - 26,174; Full time

Benefits offered by this job

Health insurance

Paid volunteer hours

401(k) plan

Job summary

A financial services company seeks a Financial Services Representative in Watertown, WI, to guide customers on their financial journey. You will provide excellent customer service and assist with loan applications and closing processes. The role requires organizational skills and a valid driver’s license for independent transportation. Benefits include health insurance and paid volunteer hours. Join a team recognized for its strong community values and commitment to customer care.

Qualifications

• Demonstrated self-confidence and organizational skills.
• Willingness to seek quality-driven solutions.
• Reliable transportation to fulfill job responsibilities.

Responsibilities

• Guide customers on financial choices.
• Prepare and execute loan documents.
• Balance cash drawer daily.
• Maintain strong customer relationships.

Skills

Self-confidence

Organizational skills

Compassion

Team player

Education

Valid driver's license

Tools

Computer skills

Job description

A financial services company seeks a Financial Services Representative in Watertown, WI, to guide customers on their financial journey. You will provide excellent customer service and assist with loan applications and closing processes. The role requires organizational skills and a valid driver’s license for independent transportation. Benefits include health insurance and paid volunteer hours. Join a team recognized for its strong community values and commitment to customer care.