PH FINANCIAL SERVICES LLC · 5 months ago
Loan Officer / 401K / Finance / Lending
Rhinelander, WI
Full-time
Onsite
New Grad, Entry LevelPH Financial Services LLC is a company focused on providing financial products and services. They are seeking an Assistant Store Manager to recommend and sell financial products, build customer relationships, and execute marketing efforts within the community.
Financial Services
Responsibilities
Recommend and sell financial products and other services to customers
Build strong relationships with current and potential customers
Aid in executing marketing efforts within the local community
Adhere to the Company's policies, procedures and all applicable federal and state regulations
Maintain accurate cash controls and ensure company security procedures are executed
Enter customer and transaction information accurately into the point of sales system
Create and maintain accurate customer files with all required documentation
Perform and document collection calls, and any other approved collection activities
Qualification
Required
High School diploma or equivalent
Excellent communication skills to build strong relationships with customers
Ability to adhere to the Company's policies, procedures and all applicable federal and state regulations
Capabilities to maintain accurate cash controls and ensure company security procedures are executed
Ability to enter customer and transaction information accurately into the point of sales system
Ability to create and maintain accurate customer files with all required documentation
Ability to perform and document collection calls, and any other approved collection activities
Preferred
Previous experience in banking/financial industry, food and hospitality, or sales
Benefits
Employee Recognition Programs
Top Sales Rewards
Top Growth Rewards
Top Compliance & Audit Rewards
Top Praise and Review Rewards
Bravo Awards for Above & Beyond Service
Top Collections Rewards
Free Lunch Rewards
Monthly Bonus Programs
Paid Time Off (PTO)
5 PTO days your first year of employment, you can start using accrued hours after 90 days
PTO day for your Birthday
10 Paid Holidays per year
18 PTO days after 5 years of service
Medical, Employer & Employee Paid
Dental, Employer & Employee Paid
Vision, Employer & Employee Paid
Long Term Disability Employer Paid
Life / AD&D Insurance Employer Paid up to $15K
401K, 3% Employer Contribution & Optional Employee Contribution
Additional Voluntary Life Insurance Employee Paid up to 100K in additional employee coverage
Additional LT Disability Insurance Employee Paid
Flexible Spending Account Employee Paid
Short Term Disability, Hospital, Accident, & Critical Illness Plans offered by Aflac 100% Employee covered
Performance Based Annual Reviews and Merit Increase eligibility
Company sponsored events (Shrimp boils, Sporting events, Holiday gatherings)
Mileage reimbursements for work travel
Access Perks- exclusive membership to daily discounts (travel, restaurants etc.)
Company
PH FINANCIAL SERVICES LLC
PH FINANCIAL SERVICES financial management company based out of St. Louis, Missouri.
Founded in 2001Fenton, Missouri, US
51-200 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase