Financial Services Customer Advocate

Security Finance; Waukesha (WI); On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

Paid training

Benefits package

Monthly bonus

Growth opportunities

Community involvement

Job summary

Security Finance is seeking a customer-focused team member in Wisconsin to serve customers in-person and over the phone, helping with loans and financial needs. The role emphasizes friendly, attentive service and accuracy in transactions.

The position includes paid on-the-job training, a comprehensive benefits package, and opportunities for monthly bonuses and career advancement within a growing community lender. Training and support help you build a solid foundation in consumer finance.

Qualifications

• Experience in customer service is preferred.
• No prior finance experience required, training provided.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide outstanding customer service both on the phone and in-person.
• Market for new and continued customer business.
• Prepare and process loans and income tax returns.

Skills

Customer service experience

Job description

Security Finance is seeking a customer-focused team member in Wisconsin to serve customers in-person and over the phone, helping with loans and financial needs. The role emphasizes friendly, attentive service and accuracy in transactions.

The position includes paid on-the-job training, a comprehensive benefits package, and opportunities for monthly bonuses and career advancement within a growing community lender. Training and support help you build a solid foundation in consumer finance.