Part-Time CSR: Sales, Service & Marketing

Purpose Financial Services, inc.; Madison (WI); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Purpose Financial/Advance America is seeking a driven Customer Service Representative to support sales, marketing, and daily center operations. The role emphasizes performance, accuracy, and compliant handling of customer transactions, with a focus on building relationships and achieving center metrics.

Responsibilities include recommending financial products, managing cash, and participating in community marketing efforts.

Qualifications

• High School Diploma or equivalent required.
• Sales and/or customer service experience required.
• Some college coursework preferred.

Responsibilities

• Sell financial products and services while meeting performance metrics defined by management.
• Build relationships with current and prospective customers, in person and over the phone.
• Manage customer concerns and actively participate in customer transactions.

Skills

Customer service

Sales

Communication

Attention to detail

Relationship building

Education

High School Diploma or equivalent

Some college preferred

Tools

POS system

Job description

Purpose Financial/Advance America is seeking a driven Customer Service Representative to support sales, marketing, and daily center operations. The role emphasizes performance, accuracy, and compliant handling of customer transactions, with a focus on building relationships and achieving center metrics.

Responsibilities include recommending financial products, managing cash, and participating in community marketing efforts.