Date Posted: 2021-02-22 | Expires: 2021-03-24

Customer Service/Account Assistant

Job Description

Due to our amazing growth, we are seeking an experienced Customer Service Associate to join our team. In this position you will play a key role maintaining a professional relationship with customers, to ensure each transaction is handled in a respectful, courteous, and friendly manner. If this sounds like the opportunity you have been waiting for, contact us today, we definitely want to speak with you!

Responsibilities and Duties

As a Customer Service/Account Assistant, you will be responsible for processing loan, checking cash transactions, and keeping records of negotiable instruments involved in financial transactions. Also, you will be accountable for verifying amounts and accuracy of transactions when receiving cash or checks.

Additional duties for this customer service finance role include, but are not limited to:

Balancing currency, coin, and checks in cash drawers at ends of shifts, and calculating daily transactions
Examining checks for endorsements and verifying other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents
Monitoring vault to ensure cash balances are correct
Entering customers' transactions into computers to record transactions and issue computer-generated receipts
Monitoring and reporting compliance situations in regards to FinCen regulations


High school diploma or GED
6 months of experience in customer service or cash handling
Intermediate mathematical skills
Basic computer knowledge and familiarity with electronic equipment
Communication and problem solving


These include competitive salary, medical, dental, vision. Life insurance, paid vacation and sick days, paid holidays, merchandise discounts, tuition reimbursement, free snacks, company paid meals, corporate discounts, free parking and 401(k) with company match.


Communication Skills Computer Literate

Language Requirements


Education Degree

High School

Visa Support


Accepting only candidates from:

United States
Email Job

Job Criteria

Job Type

Full Time


#Accounting #Computer Networking, Hardware and Software #Human Resources

Job Location

United States - San Luis Obispo


Accounting/AuditingAdministrative, Customer Service, Manufacturing


$ 18 - 28/hour US Dollar

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