Financial Service Advisor: Growth, Training & Benefits

Heights Finance Corporation; Fort Worth (TX); On-site; USD 25,000 - 35,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Tuition reimbursement

Leadership development programs

Employee assistance program

Job summary

Heights Finance Corporation in Fort Worth, TX is seeking a Financial Service Representative to deliver exceptional customer service, guide borrowers, and promote our financial products. This role focuses on building lasting relationships with customers while delivering solutions that fit their needs.

You will participate in a structured training program, work standard hours, and benefit from strong internal opportunities within a values-driven organization that supports growth and development.

Qualifications

• Customer Focus: A genuine desire to help others and provide top‑tier service in every interaction.
• Sales Mindset: Confidence in promoting products and services that meet customer needs.
• Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
• Problem‑Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
• Adaptability: Willingness to learn new systems and processes in a dynamic environment.
• Team Player: A collaborative spirit with a desire to contribute to team success.
• Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
• Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!

Responsibilities

• Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
• Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
• Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
• Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
• Learn and Grow: Participate in a hands‑on training program with one‑on‑one mentoring to build your skills and confidence.
• Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.

Skills

Industry experience

Strong communication

Customer focus

Sales mindset

Problem-solving

Adaptability

Team player

Education

High School diploma or equivalent

Job description

Heights Finance Corporation in Fort Worth, TX is seeking a Financial Service Representative to deliver exceptional customer service, guide borrowers, and promote our financial products. This role focuses on building lasting relationships with customers while delivering solutions that fit their needs.

You will participate in a structured training program, work standard hours, and benefit from strong internal opportunities within a values-driven organization that supports growth and development.