Financial Services CSR & Sales Advocate

Purpose Financial Services, inc.; Ruston (LA); Hybrid; USD 32,000 - 48,000; Full time

Job summary

Purpose Financial Services, inc. in Ruston, Louisiana is seeking a dedicated Full-Time Customer Service Representative (CSR) to join our center team.

This role focuses on customer service, sales, and marketing, helping customers with financial products while meeting performance metrics and adhering to regulations. You will engage with customers in person and over the phone, maintain accurate records, support collections when needed, and contribute to community marketing efforts to grow the

Qualifications

• High School Diploma or equivalent required; some college preferred.
• Sales and/or customer service experience required, or equivalent experience.
• Strong math skills and ability to handle cash.

Responsibilities

• Customer Service, Sales, & Marketing: meet performance metrics, understand, recommend, and sell financial products; build relationships with customers; manage transactions; deploy community marketing efforts.
• Operations, Compliance, & Collections: assist in managing center performance, adhere to policies and regulations, maintain cash controls and security procedures, document customer files, perform collection activities.

Skills

Customer service

Sales

Math skills

Communication

Education

High School Diploma

Job description

Purpose Financial Services, inc. in Ruston, Louisiana is seeking a dedicated Full-Time Customer Service Representative (CSR) to join our center team.

This role focuses on customer service, sales, and marketing, helping customers with financial products while meeting performance metrics and adhering to regulations. You will engage with customers in person and over the phone, maintain accurate records, support collections when needed, and contribute to community marketing efforts to grow the