Growth-Driven Financial Service Rep (Training & Benefits)

Heights Finance Corporation; DeSoto (TX); On-site; USD 22,000 - 32,000; Full time

Benefits offered by this job

Paid Time Off

Medical Coverage

Dental Coverage

Vision Coverage

401(k) Match

Tuition Reimbursement

Leadership Programs

Monthly Bonus

EAP

Job summary

Heights Finance Corporation is seeking a Financial Service Representative in DeSoto, TX to deliver exceptional service and build lasting customer relationships. You will guide clients through loan processes, educate them on products, and engage with inbound and outbound calls to promote offerings.

This role emphasizes a customer-focused, sales-minded approach with strong communication and problem-solving abilities. Training and mentoring support growth within a collaborative team.

Qualifications

• Customer-focused with a genuine desire to help others.
• Sales-minded with ability to upsell and cross-sell.
• Clear verbal and written communication to build rapport quickly.
• Strong problem-solving skills and ability to think on your feet.
• Willingness to learn new systems and processes in a dynamic environment.
• Team-oriented with collaboration to achieve goals.
• Bachelor-level education is not required but college coursework is a plus.

Responsibilities

• Deliver exceptional service to new and existing customers during the loan process.
• Use consultative sales techniques to educate customers on financial products.
• Engage customers via inbound calls and proactive outreach to promote offerings.
• Support delinquency management by offering solutions and resolving issues.
• Participate in hands-on training with mentoring to grow skills.
• Ensure compliance with regulations and company policies to protect customer information.

Skills

Customer service

Sales mindset

Communication

Problem solving

Adaptability

Team player

Education

High School diploma or equivalent

College coursework or degree a plus

Job description

Heights Finance Corporation is seeking a Financial Service Representative in DeSoto, TX to deliver exceptional service and build lasting customer relationships. You will guide clients through loan processes, educate them on products, and engage with inbound and outbound calls to promote offerings.

This role emphasizes a customer-focused, sales-minded approach with strong communication and problem-solving abilities. Training and mentoring support growth within a collaborative team.