Customer Service Pro: Financial Services, Growth & Benefits

PLS; Fitchburg (WI); On-site; USD 21,000 - 26,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Vacation

Advancement opportunities

Ongoing training

Job summary

PLS in Madison, WI is seeking a Customer Service Representative to be the face of the company, delivering outstanding service and educating customers on products. You will handle transactions, maintain a balanced cash drawer, and ensure compliance with regulations.

English fluency is required; English/Spanish bilingual is a plus. The role offers exposure to diverse customers and opportunities for advancement in a busy retail financial services environment.

Qualifications

• Previous customer service experience in hospitality, financial services, retail or restaurant.

Responsibilities

• Providing outstanding customer service to ensure repeat business.
• Educating our customers on our products and services.
• Ensuring all transactions are completed in compliance with federal, state, and local regulations.
• Following company policies and procedures.
• Maintaining a balanced cash drawer.
• Completing all transactions accurately, including cash handling.
• Using our point-of-sale system to access information and process transactions.
• Resolving customer complaints or referring complaints to the Store Manager for resolution.
• Helping to maintain a neat and clean store environment for our customers and team members.
• Performing other duties as instructed by management.

Skills

Customer service

Engage with customers

Product recommendations

Attention to detail

Professional appearance

Integrity

Flexible hours

English fluency

Bilingual English/Spanish

Job description

PLS in Madison, WI is seeking a Customer Service Representative to be the face of the company, delivering outstanding service and educating customers on products. You will handle transactions, maintain a balanced cash drawer, and ensure compliance with regulations.

English fluency is required; English/Spanish bilingual is a plus. The role offers exposure to diverse customers and opportunities for advancement in a busy retail financial services environment.