Financial Customer Associate - Westlake

Do you genuinely enjoy making a difference in the lives of others? We are hiring Financial Customer Associates to help customers with a broad range of needs, including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. In this full-time position, you can apply your skills and knowledge to help others and change their lives.

Requirements

• Ability to establish rapport and relationships through effective communication
• Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers
• Adaptability and flexibility to succeed in various work environments
• Proficiency in navigating and troubleshooting basic technology issues or systems
• Handle a variety of situations and conversations driving towards a resolution suitable for all
• Self-motivated teammate with strong social skills who brings energy and passion to the team
• Minimum 1 year of customer service experience
• High School diploma or GED required

Benefits

• Life insurance
• Flexible work arrangements
• Retirement plan
• Paid time off
• Stock purchase plan