Customer Service Representative

Security Finance; Waukesha (WI); On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

Paid training

Benefits package

Monthly bonus

Growth opportunities

Community involvement

Job summary

Security Finance is seeking a customer-focused team member in Wisconsin to serve customers in-person and over the phone, helping with loans and financial needs. The role emphasizes friendly, attentive service and accuracy in transactions.

The position includes paid on-the-job training, a comprehensive benefits package, and opportunities for monthly bonuses and career advancement within a growing community lender. Training and support help you build a solid foundation in consumer finance.

Qualifications

• Experience in customer service is preferred.
• No prior finance experience required, training provided.
• Excellent communication and interpersonal skills.

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

• 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.