In this role, you’ll support customers by listening to their needs and providing helpful information about financial products and services. You’ll work in a supportive environment where your effort and dedication directly contribute to your success. This position offers professional development and the chance to grow your career while delivering excellent customer service.
In the Role
Manage multiple customer conversations simultaneously, staying organised and responsive throughout your shift
Provide friendly, empathetic support to customers, understanding their needs and presenting relevant solutions
Build positive customer relationships by engaging professionally through chat, email, phone and internal systems
Follow all relevant compliance guidelines and regulations while assisting customers
Clearly explain product features, terms and options so customers can make informed decisions
Bring a positive, goal-oriented attitude and a genuine desire to help customers succeed
Skills/background needed
High School Diploma or GED
No prior experience required – full training provided
Preferred: Previous experience in customer service, sales or a related field
Preferred: Bilingual ability (Spanish and English)
Rate: Competitive entry-level pay, details shared upon application.
Contract length: Full-time, permanent position
Location: On-site position. Monday–Friday during standard business hours, with some extended hours during the week as needed, which may include Saturday.
What We Offer
Comprehensive training programme to set you up for success from day one
Health and wellbeing benefits including medical, dental, vision and life insurance options
Retirement savings plan with employer match
Paid time off including vacation days, sick leave and paid holidays
Tuition reimbursement to support your continued learning
Clear pathways for career advancement and professional development
Supportive team environment where your contributions are valued
We are an Equal Employment Opportunity employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, gender identity, genetic information, marital status, military status, national origin, pregnancy, race, religion, sex, sexual orientation or any other basis protected by law.
Ready to get started? Submit your application below.