Customer Service Representative

Security Finance Corporation; Waukesha (WI); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Short-term disability

Long-term disability

Profit sharing

401k with company matching

Paid sick, holiday, and vacation time

Job summary

Security Finance Corporation in Wisconsin is seeking a friendly, service‑minded associate to assist customers in person and over the phone, helping with loans, returns, and daily account needs while receiving hands‑on training.

No prior finance experience is required—we’ll teach you the rest. This on‑site role offers top training, a strong benefits package, and clear opportunities to advance within a growing community‑focused company.

Qualifications

• Customer service experience preferred.
• No finance experience required; training provided.
• Willingness to learn a new industry.

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

Communication

Job description

• Do you thrive on making a positive, lasting impact on people?
• Do you have customer service experience?
• Are you looking for an opportunity to learn a new industry, with paid on the job training?
• Do you want multiple opportunities to advance your career?
• Do you want to work in an open, office environment?

You’re the first face customers see and the most important memory, because you’ll be the one who helps them, over the phone and in-person, when they have a financial need. No prior finance experience required – just bring your customer centric attitude and we’ll teach you the rest!

In this role, you can expect to:

• 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.

We offer:

• TOP‑of‑the line training, with pay increase incentives, which includes hands‑on and online training. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
• An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short‑and long‑term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
• Monthly Bonus Potential – You have the ability to earn a monthly bonus when your team meets your branch goals!
• Community Service - As a company, we are pro‑active members of the community. We make ongoing contributions to charities, local food banks, educational institutions, and more.
• Growth Potential – We believe in fostering our employees’ talents and providing a pathway for their individual career story.

We are a leader in the financial services industry since 1955, and proudly provide easy and safe installment loans and income tax preparation to the communities where we operate. Thanks to our conveniently located branches, we are honored to provide personal service from people our customers know they can trust. At Security Finance, it is about being good members of our community, helping neighbors in times of need, and treating customers with the respect they deserve.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.