Customer Service & Sales Specialist (Banking)

PH FINANCIAL SERVICES LLC; Shreveport (LA); On-site; USD 28,000 - 42,000; Full time

Benefits offered by this job

Top Sales Rewards

Top Growth Rewards

Top Compliance & Audit Rewards

Top Praise and Review Rewards

Bravo Awards for Above & BeyondService

Top Collections Rewards

Free Lunch Rewards

Job summary

PH Financial Services LLC is seeking a Customer Service Representative to handle in-person and phone interactions, drive sales, and support branch operations. You will participate in marketing and collection efforts while ensuring compliance with regulations and company policies.

The role requires standing for long periods and light physical duties as part of maintaining a welcoming environment. After training, you will recommend financial products, build customer relationships, and contribute

Qualifications

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

Responsibilities

• Assist customers with daily branch operations and service requests.
• Promote financial products and services after training.
• Follow regulations and company policies while handling transactions.
• Maintain accurate customer records and cash controls.

Skills

Customer service

Sales

Communication

Attention to detail

Education

High School diploma or equivalent

Job description

PH Financial Services LLC is seeking a Customer Service Representative to handle in-person and phone interactions, drive sales, and support branch operations. You will participate in marketing and collection efforts while ensuring compliance with regulations and company policies.

The role requires standing for long periods and light physical duties as part of maintaining a welcoming environment. After training, you will recommend financial products, build customer relationships, and contribute