Growth-Oriented Financial Service Rep

Heights Finance Corporation

Bethany Cooperative Community (LA)

On-site

USD 36,000 - 48,000

Full time

4 days ago

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Job summary

Heights Finance Corporation is seeking a Financial Service Representative in the United States to deliver exceptional customer service, guide clients through loan processes, and promote financial products. The role emphasizes relationship-building, inbound/outbound calls, and adherence to regulatory guidelines within a supportive growth-focused environment.

You will be part of a team that values internal growth opportunities and a client-centric approach, with a focus on compliant, ethical

Qualifications

Customer service mindset and willingness to learn.
Ability to communicate clearly with customers and colleagues.
Comfort with selling financial products and explaining options.

Responsibilities

Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.