Financial Service Pro - Loans & Customer Growth

Attain Finance; Lexington (KY); On-site; USD 22,041 - 30,307; 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

Emergency Relief Fund

Attain4ALL

Job summary

Attain Finance, the parent company behind Heights Finance, is seeking a Financial Service Representative in Lexington, KY. You will deliver exceptional service, guide customers through loan processes, and contribute to sales growth within a customer-centric environment.

The role emphasizes compliance, growth opportunities, and collaboration with a dynamic team. Base hours are full-time with a comprehensive benefits package and internal training.

Qualifications

• Customer focus and a genuine desire to help others in every interaction.
• Sales mindset with ability to upsell and promote products.
• Strong verbal and written communication with quick rapport-building.
• Problem-solving skills to handle customer challenges effectively.
• Willingness to learn new systems and processes in a dynamic environment.
• Team-oriented mindset and collaboration to achieve targets.
• Educational background required: high school diploma or equivalent; college coursework a plus.

Responsibilities

• Deliver exceptional service to new and existing customers throughout the loan process.
• Drive sales growth using consultative techniques to educate customers on financial products.
• Engage customers through inbound and outbound calls to promote offerings.
• Support delinquency management by discussing solutions with customers.
• Participate in hands-on training and mentoring to grow skills and confidence.
• Ensure compliance with regulatory guidelines and protect customer information.

Skills

Customer focus

Sales mindset

Communication

Problem solving

Adaptability

Team player

Education

High School diploma or equivalent

Job description

Attain Finance, the parent company behind Heights Finance, is seeking a Financial Service Representative in Lexington, KY. You will deliver exceptional service, guide customers through loan processes, and contribute to sales growth within a customer-centric environment.

The role emphasizes compliance, growth opportunities, and collaboration with a dynamic team. Base hours are full-time with a comprehensive benefits package and internal training.