Financial Service Representative

Heights Finance Corporation; Plano (TX); On-site; USD 46,563,000 - 65,188,000; Full time

Benefits offered by this job

Benefits starting day one

401(K) with company match

Tuition Reimbursement

Employee Assistance Program

Emergency Relief Fund

Diversity and Inclusion Council

Leadership Development Programs

Job summary

Heights Finance Corporation in Plano, TX is seeking a Financial Service Representative to deliver exceptional customer service, guide clients through loan processes, and build lasting relationships at our 1700 Alma Dr. location.

This full-time role offers a direct path to growth within a dynamic consumer finance team. Responsibilities include driving sales through consultative approaches, handling inbound/outbound calls, and supporting delinquency management while adhering to regulatory

Qualifications

• Customer service focus with top-tier service delivery.
• Sales-driven mindset to promote financial products and services.
• Strong verbal and written communication, with quick rapport building.
• Ability to think on your feet and offer creative solutions to customer challenges.
• Willingness to learn new systems and processes in a dynamic environment.
• Collaborative team player contributing to overall success.
• High school diploma required; college coursework or degree valued.
• Industry experience in customer service, sales, or consumer finance is preferred but not required.

Responsibilities

• Deliver exceptional service to new and existing customers through the loan process.
• Use consultative sales techniques to educate customers and identify upsell opportunities.
• Manage inbound calls and make proactive outbound calls to attract new business.
• Support delinquency management by offering solutions and working toward resolution.
• Participate in hands-on training with one-on-one mentoring.
• Ensure compliance with regulatory guidelines and company policies.

Skills

Customer focus

Sales mindset

Strong communication

Problem solving

Adaptability

Team player

Educational background

Industry experience

Education

High school diploma or equivalent

College coursework or degree is a plus

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.

Be part of a dynamic team that is shaping the future of consumer finance.

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.
• 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!

Work Location: 1700 Alma Dr. Ste 315 Plano, TX 75075

Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons

Hourly: $16.25 - $22.75

The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full‑time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.

All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company’s 401(K) program with company match, 30 days post hire, starting on the 1st of the month.

Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.

This employer participates in E‑Verify for US‑based hires.

Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections

EEO Statement

Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money®, LendDirect®, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.

Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives\' email addresses will end in @attainfinance.com, @curo.com, @first-heritage.com, @heightsfinance.com, and @cashmoney.ca.