Financial Services Customer Advocate | Training & Growth

Security Finance; Prattville (AL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Training

Benefits package

Monthly bonus

Community service

Growth opportunities

Job summary

Security Finance is seeking a customer-focused individual to be the first point of contact for clients, assisting them in person and over the phone. No prior finance experience required, as paid on-the-job training will help you learn the ropes and develop a solid foundation in a trusted community lender.

The role emphasizes delivering outstanding service, driving new and ongoing customer relationships, and handling loan preparation and tax returns.

Qualifications

• Customer service experience required.

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

Job description

Security Finance is seeking a customer-focused individual to be the first point of contact for clients, assisting them in person and over the phone. No prior finance experience required, as paid on-the-job training will help you learn the ropes and develop a solid foundation in a trusted community lender.

The role emphasizes delivering outstanding service, driving new and ongoing customer relationships, and handling loan preparation and tax returns.