Growth-Oriented Financial Service Rep — Train, Upsell & Impact

Attain Finance; Bethany Cooperative Community (LA); On-site; USD 34,000 - 48,000; Full time

Job summary

Heights Finance, part of the Attain Finance family, is seeking a Financial Service Representative to join their customer-centric team. You will deliver exceptional service, guide customers through loan processes, and contribute to sales growth while maintaining compliance in a dynamic consumer finance environment.

Join a legacy company with strong growth opportunities across the U.S. and Canada, including brands like Cash Money and LendDirect.

Qualifications

• Passionate about customer service and helping others.
• Eager to learn and grow within the company.

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.

Skills

Customer service

Sales

Communication

Relationship building

Job description

Heights Finance, part of the Attain Finance family, is seeking a Financial Service Representative to join their customer-centric team. You will deliver exceptional service, guide customers through loan processes, and contribute to sales growth while maintaining compliance in a dynamic consumer finance environment.

Join a legacy company with strong growth opportunities across the U.S. and Canada, including brands like Cash Money and LendDirect.