Financial Service Representative

Heights Finance Corporation; Onalaska (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Heights Finance Corporation is seeking a Financial Service Representative to join our consumer finance team in Onalaska, WI. You’ll deliver exceptional service, guide customers through loan processes, and help grow our customer base with a sales mindset.

Join a team that values growth, mentorship, and compliance. You’ll learn in a hands-on training program, receive ongoing coaching, and have opportunities to advance within a leading national finance company.

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.

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

Customer focus

Sales mindset

Strong communication

Problem-solving

Job description

Overview

If you're seeking more than just a job, join Heights Finance and kickstart your career!

Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.

Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to better serve our customers.

Stories of Success

\"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 – Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided.\"

~ Ashley S., District Manager - Alabama

\"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled.\"

~ Jessica W., Operations Trainer - United States

Responsibilities

As a Financial Service Representative, you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it’s a chance to grow your career, make a difference, and be rewarded for your success.

If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let’s achieve success together!

• 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.

This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.

Qualifications

We’re looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast‑paced, team‑oriented environment.

• 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.?
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