Support the Branch Manger in the daily operation of the Branch Office.
Provide Customer Service
Solicit for new or renewed customer business
Receive payments and post to customer accounts
Maintain cash drawer accuracy and security
Prepare and handle office deposits
Prepare and process applications
Perform collection activities on delinquent accounts by both written and telephone communications, and also through customer home visits.
Assist with the development and training of all new personnel
Maintain compliance with company policies and procedures
Maintain accurate filing and record-keeping system
Prepare and assemble reports for remittance, and for branch records
Establish rapport with clients to build working relationships and increase retention
Provide exceptional customer service
Prepare individual tax returns utilizing the information provided by the clients, and entering the information into tax preparation software
Prior experience with customer service. Knowledge of State and Federal lending regulations. Valid State driver's license and acceptable driver's record. Access to reliable transportation for use in employment. Computer literate and able to operate a ten-key calculator.
High School diploma or equivalent. Please note: The omission of specific statements does not preclude Management fro assigning specific duties that are not listed above.