Customer Service Representative jobs in United States
cer-icon
Apply on Employer Site
company-logo

PLS Financial Services, Inc. · 4 hours ago

Customer Service Representative

PLS Financial Services, Inc. is a leading retail provider of financial services, focusing on exceptional customer service. The Customer Service Representative (CSR) serves as the primary point of contact for customers, ensuring superior service while educating them about the company's products and services.

Financial ServicesInsurance

Responsibilities

Providing outstanding customer service to ensure repeat business
Educating our customers on our products and services
Ensuring all transactions are completed in compliance with federal, state, and local regulations
Following company policies and procedures
Maintaining a balanced cash drawer
Completing all transactions accurately, including cash handling
Using our point-of-sale system to access information and process transactions
Resolving customer complaints or referring complaints to the Store Manager for resolution
Helping to maintain a neat and clean store environment for our customers and team members
Performing other duties as instructed by management

Qualification

Customer service experienceVerbal communicationAttention to detailBilingual (English/Spanish)Integrity

Required

Previous customer service experience in industries such as hospitality, financial services, retail or restaurant is preferred
Ability, willingness, and comfort to engage with customers
Strong verbal communication
Ability to offer products and services to customers based on their needs
Exceptional attention to detail and ability to multi-task
Professional appearance and demeanor
Must be honest and have integrity
Able to work flexible hours, including early morning, evenings, weekends, and holidays
English fluency is required
Must be able to stand for extended periods
Ability to lift up to 15 lbs. with little assistance
Must be able to work in restrictive spaces and maintain concentration in a busy environment with moderate to high noise levels

Preferred

English/Spanish bilingual is a plus

Benefits

Medical/dental/vision
401(k)
Vacation
Opportunities for advancement
Ongoing training

Company

PLS Financial Services, Inc.

company-logo
PLS is one of the largest and most recognized brands in the financial services industry.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Brandi Koltun, CPA
Senior Vice President, Chief Financial Officer
linkedin
Company data provided by crunchbase