High-Performing CSR to Branch Manager Path

Sunset Finance

Winder (GA)

On-site

USD 55,000 - 65,000

Full time

14 days+
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Benefits offered by this job

401K
Health insurance
Dental insurance
Vision insurance
Disability plans
Paid holidays
Vacation
Sick time

Job summary

Sunset Finance is seeking a proactive Customer Service Representative in the United States to support branch growth, drive sales, and handle tax preparation related tasks. You will contact customers by phone, schedule visits, and learn office duties with an eye toward future management.

The role emphasizes high‑quality service, accuracy in data entry, and the ability to work with little supervision while supporting the Branch Manager's goals. A high school diploma is required.

Qualifications

  • Must be a GO GETTER with strong communication and sales skills.
  • Willingness to learn and grow toward management.
  • Excellent spelling, data entry, and task completion with minimal supervision.
  • Candidate should be capable of preparing for management and advancing within the branch.

Responsibilities

  • Assist Branch Manager in achieving sales, promotions, profits, and tax preparation goals.
  • Handle client contact by phone to schedule visits and gather information.
  • Learn tasks across the office and prepare to manage a location.
  • Solicit loans and sell products over the phone and at the counter.
  • Maintain cash drawer and prepare deposits; process payments and loans.

Skills

Sales skills
Communication
Problem solving
Leadership
Data entry
Spelling accuracy
Phone-based outreach

Education

High School Diploma or equivalent

Tools

Loan software system

Job description

Sunset Finance is seeking a proactive Customer Service Representative in the United States to support branch growth, drive sales, and handle tax preparation related tasks. You will contact customers by phone, schedule visits, and learn office duties with an eye toward future management.

The role emphasizes high‑quality service, accuracy in data entry, and the ability to work with little supervision while supporting the Branch Manager's goals. A high school diploma is required.

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