Customer Service Rep

PH FINANCIAL SERVICES LLC; Alexandria (LA); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Monthly Bonus

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

401K

Company events

Job summary

PH FINANCIAL SERVICES LLC is seeking a Customer Service Representative to engage customers in person and by phone, promoting financial products and services. You will support branch operations, assist with marketing efforts, and ensure accurate cash handling and record keeping.

The role emphasizes compliance with federal/state regulations and strong attention to detail, with opportunities for growth through incentive programs and PTO. Previous banking or sales experience is a plus.

Qualifications

• High School diploma or equivalent
• Previous experience in banking/financial industry, food and hospitality, or sales preferred
• Eager to learn

Responsibilities

• Provide excellent customer service in person and over the phone.
• Recommend and sell financial products and services to customers.
• Support marketing efforts and community outreach to drive sales.
• Perform collection activities and document interactions in the system.
• Maintain accurate customer files and transaction records in the POS system.

Skills

Customer service

Sales ability

Attention to detail

Communication skills

Education

High School diploma or equivalent

Tools

POS system

Calculator

Computer

Job description

As a Customer Service Representative, you would have a hands‑on role in dealing with customers and responsible for completing tasks associated with the branch's daily operations. You will have an active role in meeting all performance goals and metrics for the branch as defined by upper management. To do so, this position requires excellent customer service skills (both over the phone and in person), attention to details and a passion for sales. This position is responsible to help develop, assist, and participate in all marketing and collection efforts. Job responsibilities are expected to be completed in a manner that complies with all federal and state regulations and adheres to company policies, procedures, and practices.

After training, you will be expected to recommend and sell our financial products and other services to customers. You should have excellent communication skills to build strong relationships with not only our current customers, but also our potential ones. You will also help aid in executing marketing efforts within the local community to help generate sales and customer growth.

While growth is always important, so is collecting and lending in a responsible way. You'll be required to adhere to the Company's policies, procedures and all applicable federal and state regulations. You'll need to have the capabilities to maintain accurate cash controls and ensure company security procedures are executed. You must enter customer and transaction information accurately into the point of sales system and create and maintain accurate customer files with all required documentation. Perform and document collection calls, and any other approved collection activities.

This position requires standing for long periods of time, lifting and carrying up to 20 lbs. Work may be performed indoors or outdoors as needed. Ability to operate a computer and point of sale system, calculator, copy machine and utilize employers filing system. You will also be responsible for maintaining a clean and welcoming customer environment, to include vacuuming, dusting, cleaning bathrooms and windows with provided cleaning supplies.

Qualifications

High School diploma or equivalent

Previous experience in banking/financial industry, food and hospitality, or sales preferred

Eager to learn

Incentives

At PH Financial Services we enjoy providing a growing number of incentives to our staff each year. We also vow to keep your Health, Safety and Family as our top priority as we are fiercely committed to our employees. Below are just some of our incentives, initiatives and programs which give rewards to our employees for their efforts!

Employee Recognition Programs

Every month we recognize top performers across the company and call them out with special recognition and rewards in key areas of performance!

• Top Sales Rewards
• Top Growth Rewards
• Top Compliance & Audit Rewards
• Top Praise and Review Rewards
• Bravo Awards for Above & Beyond Service
• Top Collections Rewards
• Free Lunch Rewards

Monthly Bonus Programs

All Full-time employees, at our stores have the ability to earn a monthly bonus!

Paid Time Off (PTO)

• 5 PTO days your first year of employment, you can start using accrued hours after 90 days
• PTO day for your Birthday
• 10 Paid Holidays per year
• **This is 16 days off your first year!
• 18 PTO days after 5 years of service!

Optional Benefits With a Company Contribution

• Medical, Employer & Employee Paid
• Dental, Employer & Employee Paid
• Vision, Employer & Employee Paid
• Long Term Disability Employer Paid
• Life / AD&D Insurance Employer Paid up to $15K
• 401K, 3% Employer Contribution & Optional Employee Contribution

Optional Employee Paid Benefit Offers

• Additional Voluntary Life Insurance Employee Paid up to 100K in additional employee coverage
• Additional LT Disability Insurance Employee Paid
• Flexible Spending Account Employee Paid
• Short Term Disability, Hospital, Accident, & Critical Illness Plans offered by Aflac 100% Employee covered

Employee may also look forward to also receiving the following:

• Performance Based Annual Reviews and Merit Increase eligibility
• Company sponsored events (Shrimp boils, Sporting events, Holiday gatherings)
• Mileage reimbursements for work travel.
• Access Perks- exclusive membership to daily discounts (travel, restaurants etc.)