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Financial Service Representative

Heights Finance Corporation, Onalaska, WI, United States


Kickstart your career with a $5,000 bonus—yours to earn! You’ll receive a $2,500 bonus after joining, and another $2,500 after 120 days when you secure your limited license insurance and demonstrate your skills. This compensation package rewards hard work from day one.

Responsibilities

Deliver exceptional customer service to new and existing customers, guiding them through the loan process with care and professionalism.

Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross‑sell.

Manage inbound calls confidently and make proactive outbound calls to attract new business and promote our offerings.

Collaborate with customers on past‑due accounts, offering solutions and working toward resolution of delinquent accounts.

Participate in a hands‑on training program with one‑on‑one mentoring to build skills and confidence.

Follow all regulatory guidelines and company policies to protect customer information and company assets.

Qualifications

Customer Focus: A genuine desire to help others and provide top‑tier service in every interaction.

Sales Mindset: Confidence in promoting products and services that meet customer needs.

Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.

Problem‑Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.

Adaptability: Willingness to learn new systems and processes in a dynamic environment.

Team Player: A collaborative spirit with a desire to contribute to team success.

Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.

Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required.

Work Location : 605 2nd Avenue South, Ste 120, Onalaska, WI 54650

Hours : Full Time – Monday through Friday, 8:30 am to 5:30 pm with evenings and weekends as needed.

Hourly Rate : $15.75 – $22.25. The actual base hourly rate will depend on location, skills, and experience.

All full‑time employees are eligible for benefits starting day one, including Paid Time Off, Medical, Dental, Vision, a 401(k) program with company match after 30 days, an Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and a Monthly Bonus Program.

EEO Statement Attain Finance supports equal employment opportunity and does not discriminate on any basis protected by federal, state, or local law.

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