Financial Services Customer Advocate - Paid Training

Security Finance; San Angelo (TX); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental

Life insurance

Disability coverage

Profit sharing

401k with company matching

Paid sick leave

Paid holidays

Paid vacation

Monthly bonus potential

Community service

Growth opportunities

Job summary

Security Finance is seeking a customer-focused team member in Texas to greet customers, handle inquiries, and assist with loan processes and tax returns. You will be trained on the job with clear paths for advancement in a supportive, open-office environment.

No prior finance experience is required; a customer-centric attitude is valued as we teach the rest. The role emphasizes service, sales opportunities, and community engagement.

Qualifications

• Customer service experience required.
• Willing to learn a new industry with paid on-the-job training.
• Ability to advance within the company through performance and training.

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

Phone & in-person service

Sales

Job description

Security Finance is seeking a customer-focused team member in Texas to greet customers, handle inquiries, and assist with loan processes and tax returns. You will be trained on the job with clear paths for advancement in a supportive, open-office environment.

No prior finance experience is required; a customer-centric attitude is valued as we teach the rest. The role emphasizes service, sales opportunities, and community engagement.