The Customer Service Representative (CSR) position is a performance based, hands-on, customer-focused role that is responsible for completing tasks associated with the center’s daily operation. Job responsibilities are expected to be completed in a manner that complies with all federal and state regulations and adheres to company policies, procedures, and practices. This position is responsible to perform an active role in meeting all performance goals and metrics for the center as defined by management. In order to do so, this position requires attention to detail, excellent customer service skills, and a passion for sales. This position is responsible to develop, assist, and participate in all marketing and collection efforts, both internally and externally.
Customer Service, Sales, & Marketing: Actively assist in meeting the center’s performance metrics as defined by management. Understand, recommend, and sell financial products and services to customers. Build strong relationships with current and prospective customers, in person and over the phone. Manage customer concerns, and actively participate in customer transactions. Deploy marketing efforts in the community to generate sales and customer growth, and complete marketing tracking sheets as required.
Operations, Compliance, & Collections: Assist in managing the P&L to meet all budgeted numbers and in meeting management’s expectations related to center performance. Adhere to the Company’s policies, procedures, Creed, and to all applicable state and federal regulations.
Maintain accurate cash controls and ensure that security procedures are in line with Company and Loss Prevention (LP) Standards. Enter customer and transaction information accurately into the point of sales system, and create and maintain accurate customer files with all required documentation. Perform and document collection calls, field visits, and any other approved collection activities. Complete other duties as assigned.
Team & Leadership: Work closely with and support others in a positive, team environment to enhance the customer experience.