Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Service Representative

$16.75 - $23.25 per hour

Attain Finance

Kickstart Your Career With A $5,000 Bonus Yours To Earn!

We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 120 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us!

If you're seeking more than just a job, join Heights Finance and kickstart your career!

Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.

Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.

Be part of a dynamic team that is shaping the future of consumer finance. Apply today!

Stories of success

"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."

~ Ashley S., District Manager - Alabama

"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."

~ Jessica W., Operations Trainer - United States

Responsibilities

As a Financial Service Representative, you'll be at the heart of our customer experiencedelivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a jobit's a chance to grow your career, make a difference, and be rewarded for your success.

If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!

  • Deliver exceptional service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
  • Drive sales growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
  • Engage customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
  • Support delinquency management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
  • Learn and grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
  • Ensure compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.

This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.

Qualifications

We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.

  • 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 requiredwe'll train the right candidate!

Work location: 1613 Thierer Road, Madison, WI 53704

Hours: Full time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons

Hourly: $16.75 - $23.25

The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.

All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.

Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.

This employer participates in E-Verify for US-based hires.

#LI-Onsite

#HeightsFinance

#HFCLP

Key words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections

EEO Statement

Attain Finance supports equal employment opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.

Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @curo.com, @first-heritage.com, @heightsfinance.com, and @cashmoney.ca.

Attain Finance
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Service Representative in Madison, WI vacancy
  • $16.75 - $23.25 per hour

     ...U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs....  ...Responsibilities As a Financial Service Representative , you’ll be at the heart of our... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Local area
    Monday to Friday
    Weekend work
    Afternoon shift

    Attain Finance

    Madison, WI
    4 days ago
  • $150k

    Overview Full Time in Sheboygan Falls, WI Replies within 24 hours Role Description Future Agent - Internship Training Program. I am hiring individuals into my Future Agent - Internship Training Program who are interested in this opportunity to be their own boss in the future...
    Suggested
    Full time
    Internship
    Work at office

    Dextersmithsf

    Madison, WI
    4 days ago
  • $42k

     ...someone who genuinely enjoys people, conversations, and helping families and business owners make smart financial decisions. Julie Bass Insurance & Financial Services is growing, and we’re looking for the right person to help customers navigate: Retirement planning... 
    Suggested

    Julie Bass - State Farm Agent

    Madison, WI
    12 days ago
  •  ...Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts...  ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals... 
    Suggested
    Full time
    Local area

    Modern Woodmen

    Madison, WI
    4 days ago
  •  ...educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals...  ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for... 
    Suggested
    Part time

    U.S. Bancorp

    Madison, WI
    1 day ago
  •  ...Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve...  ...group meetings with LPL-Institutional Services. Perform other duties as assigned....  ...Professional demeanor and ability to represent the organization positively. Preferred... 
    Full time
    Work at office
    Monday to Friday
    Flexible hours

    LAKE RIDGE BANK

    Monona, WI
    3 days ago
  • $81.86k - $120.41k

     ...serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate...  ...Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the... 
    Work at office
    Local area
    Flexible hours

    UMB

    Madison, WI
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Madison, WI
    4 days ago
  •  ...Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions. Position... 
    Local area

    CPS

    Madison, WI
    4 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern...  ...unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Middleton, WI
    2 days ago
  •  ...Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an... 

    Thrivent

    Madison, WI
    more than 2 months ago
  •  ...making a positive, lasting impact on people? Do you have customer service experience? Are you looking for an opportunity to learn a new...  ...who helps them, over the phone and in-person, when they have a financial need. No prior finance experience required just bring your... 
    Temporary work
    Work at office
    Local area

    Security Finance

    Madison, WI
    20 hours ago
  •  ...Du Lac,WI**Posted: 07/21/2026Employment Type:PermanentIndustry: Financial ServicesJob Number: 7069Pay Rate: 38000## Job DescriptionWe...  ...OfficerThe Member Relationship Officer provides exceptional customer service while assisting members with account transactions, account... 
    Work at office
    Weekend work

    Saige Partners

    Madison, WI
    2 days ago
  •  ...personable Relationship Banker to join our team, serving as a trusted financial advisor for our valued customers. In this role, you will deliver an exceptional banking experience by providing personalized service, understanding customer needs, and offering tailored financial... 
    Flexible hours

    Fox Valley Savings Bank

    Madison, WI
    2 days ago
  • $17 - $28.96 per hour

     ...Associated Bank requires you to directly represent yourself and your own experiences during...  ...with customers, provide exceptional service, and learn the skills to grow your banking...  ...process transactions, assist customers with financial needs, and introduce solutions that help... 
    Hourly pay
    Immediate start

    Associated Banc-Corp

    Madison, WI
    1 day ago
  •  ...lives by providing education and advice tailored to suit their financial needs. Job responsibilities Shares the value of Chase Private...  ...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors... 
    Immediate start
    Afternoon shift

    Fairygodboss

    Madison, WI
    20 hours ago
  • $48k - $60k

    About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business... 
    Full time
    Part time
    Work experience placement
    Local area

    Ameriprise Financial Services, LLC

    Middleton, WI
    20 hours ago
  • $17 - $28.96 per hour

     ...Associated Bank requires you to directly represent yourself and your own experiences during...  ...with customers, provide exceptional service, and learn the skills to grow your banking...  ...process transactions, assist customers with financial needs, and introduce solutions that help... 
    Hourly pay
    Immediate start

    Associated Banc-Corp

    Middleton, WI
    20 hours ago
  •  ...relationships through sales and referrals of bank products and services. This position serves as a proactive member of the Retail...  ...requests. Actively work with clients to identify current and future financial needs, and effectively offer solutions either directly or... 
    Work experience placement

    Park Bank

    Madison, WI
    3 days ago
  • $90k - $115k

     ...next 2% of your salary (100% vested immediately) * Competitive paid time off * Health insurance, dental insurance, and telehealth services start DAY 1 * Professional and Leadership Development Programs * Review additional benefits: ( [ Who We Are WPS, a health solutions... 
    Full time
    Contract work
    For contractors
    Work at office
    Local area
    Immediate start
    Remote work
    3 days per week

    WPS—A health solutions company

    Fitchburg, WI
    1 day ago
  • $20 - $24 per hour

     ...SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational and technology consulting and...  ...Requirements The physical demands described here are representative of those that must be met by an employee to successfully... 
    Hourly pay
    Work experience placement
    Work at office
    Local area

    Edwards Lifesciences Belgium

    Madison, WI
    1 day ago
  •  ...Description Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing...  ...maintain client accounts, including but not limited to client service, account research, completing paperwork, maintaining client... 
    Work experience placement
    Work at office
    Home office

    Benjamin F Edwards & Co

    Madison, WI
    11 days ago
  • $45k - $65k

     ...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities include establishing customer relationships and following up with customers, as needed. Use a... 
    For contractors
    Work at office

    Michael Wegner - State Farm Agent

    Madison, WI
    3 days ago
  •  ...Looking for the skills and confidence to run a business in the future? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential... 
    For contractors
    Work at office

    Julie Bass - State Farm Agent

    Madison, WI
    20 hours ago
  • The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer... 
    Full time

    Baird

    Madison, WI
    3 days ago
  •  ...Customer Service Representative Bilingual Preferred This job is located at 2722 E. Washington Ave., Madison, WI 53704 PLS Overview:...  ...for People Location Service is a leading retail provider of financial services. The "P" comes first, because our customers are at... 
    Local area
    Flexible hours
    Afternoon shift
    Early shift

    PLS

    Madison, WI
    20 hours ago
  •  ...Part-Time Financial Services Consultant What could an extra $1,000-$2,000 each month do for your household? We are helping teams find qualified candidates the chance to enter financial services on a part-time basis while working fully remotely. This means that you... 
    Weekly pay
    Part time
    Remote work
    Work from home

    Global Elite

    Madison, WI
    2 days ago
  • $15 - $25 per hour

     ...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Alex...  ...in Madison, WI and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life... 
    Hourly pay
    For contractors

    Alex Rabb - State Farm Agent

    Madison, WI
    20 hours ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Middleton, WI
    20 hours ago
  • $41.71k - $65k

     ...Family Group: Retail Banking Sales & Service Delivers exceptional service to...  ...provides advice and guidance regarding financial solutions that are in the best interests...  ...Pay Type: Salaried The above represents BMO Financial Group’s pay range and type... 
    Full time
    Contract work
    Part time
    Local area
    Immediate start
    Shift work

    BMO

    Verona, WI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Service Representative. Be the first to apply!