Financial Services CSR: Sales, Service & Growth

Purpose Financial Services, inc.; Laurel (MS); Vor Ort; USD 25.000 - 35.000; Vollzeit

Zusammenfassung

Purpose Financial/Advance America is seeking a Full-Time Customer Service Representative in Laurel, Mississippi. The CSR will interact with customers, promote financial products, and support marketing efforts while ensuring compliance with policies and laws.

Candidates should have a High School Diploma (or equivalent) and prior sales or customer service experience; strong math and communication skills are essential.

Qualifikationen

• High School Diploma or equivalent required; some college preferred.
• Sales and/or customer service experience required, or equivalent experience. One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections.

Aufgaben

• Customer Service, Sales, & Marketing: Actively assist in meeting the center’s performance metrics as defined by management. Understand, recommend, and sell financial products and services to customers. Build strong relationships with current and prospective customers, in person and over the phone. Manage customer concerns, and actively participate in customer transactions. Deploy marketing efforts in the community to generate sales and customer growth, and complete marketing tracking sheets as required.
• Operations, Compliance, & Collections: Assist in managing the P&L to meet all budgeted numbers and in meeting management’s expectations related to center performance. Adhere to the Company’s policies, procedures, Creed, and to all applicable state and federal regulations. Maintain accurate cash controls and ensure that security procedures are in line with Company and Loss Prevention (LP) Standards. Enter customer and transaction information accurately into the point of sales system, and create and maintain accurate customer files with all required documentation. Perform and document collection calls, field visits, and any other approved collection activities.

Kenntnisse

Sales

Customer service

Communication

Math skills

Ausbildung

High school diploma

Jobbeschreibung

Purpose Financial/Advance America is seeking a Full-Time Customer Service Representative in Laurel, Mississippi. The CSR will interact with customers, promote financial products, and support marketing efforts while ensuring compliance with policies and laws.

Candidates should have a High School Diploma (or equivalent) and prior sales or customer service experience; strong math and communication skills are essential.