Customer Service Pro — Loans & Tax Help (In-Office)

Security Finance; Fond du Lac (WI); On-site; USD 21,000 - 28,000; Full time

Benefits offered by this job

Top training incentives

Excellent benefits package

Monthly bonus potential

Community involvement

Growth opportunities

Job summary

Security Finance is seeking a customer-focused individual to assist clients in loan processing and tax preparation at multiple local branches in Wisconsin. No prior finance experience is required as comprehensive paid training is provided.

You will engage with customers in-person and over the phone to meet financial needs and build lasting relationships. Join a team that emphasizes growth and community service, with opportunities for earnings through monthly bonuses and career advancement.

Qualifications

• No prior finance experience required; training provided.
• Provide outstanding customer service both on the phone and in-person.

Responsibilities

• Provide outstanding customer service both on the phone and in-person.
• Market for new and continued customer business.
• Prepare and process loans and income tax returns.

Skills

Customer service experience

Job description

Security Finance is seeking a customer-focused individual to assist clients in loan processing and tax preparation at multiple local branches in Wisconsin. No prior finance experience is required as comprehensive paid training is provided.

You will engage with customers in-person and over the phone to meet financial needs and build lasting relationships. Join a team that emphasizes growth and community service, with opportunities for earnings through monthly bonuses and career advancement.