We are seeking a Financial Services Representative (FSR) to join a customer-focused branch team. This position will support the Branch Manager and assist customers with a variety of financial and administrative needs.
Schedule
Monday–Friday | 9:00 AM–5:30 PM
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Last Saturday every other month
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During tax season: Every other Saturday
Responsibilities
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Answer phones and assist customers with account questions and needs
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Process customers based on their individual circumstances and available offers
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Make collection calls and follow up with customers
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Welcome and assist new walk-in customers
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Assist with tax service paperwork and processing
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Support the Branch Manager with daily office operations
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Problem-solve customer needs and provide helpful solutions
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Follow company policies and procedures
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Work as part of a team while being comfortable working independently
What We're Looking For
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Strong customer service and communication skills
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Friendly, kind, polite, and personable
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Able to think independently and problem-solve
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Reliable and professional
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Comfortable learning new software and systems
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Strong attention to detail
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Leadership skills and interest in career growth
Customer service experience is highly valued. Retail, hospitality, healthcare, banking, and similar backgrounds can translate well into this role.
Direct Hire Benefits
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401(k)
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Medical, dental, and vision
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FSA
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Life insurance
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Short- and long-term disability
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PTO, sick time, and flexible holidays
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Daycare expense assistance
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Education assistance
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Medical discount/rewards program
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Virtual health support
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EAP
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Paid volunteer time