High school diploma or equivalent
One to three years of customer service experience
One to three years of sales experience
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
Proven customer service and interpersonal skills
Effective selling and referral skills
Strong mathematical, problem-solving, and negotiation skills
Strong verbal and written communication skills
Experience in the financial services industry preferred

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer servicesalesfinancial solutionsconsumer loansaccount managementretail product knowledgedocumentationproblem-solvingnegotiationmathematical skills

Soft Skills

interpersonal skillseffective sellingreferral skillsverbal communicationwritten communicationrelationship building

Certifications

high school diploma