Assistant Manager - Customer Service

Assistant Manager – Customer Service Location: Madison, WI (2105 Zeier Rd – East Towne area)
Schedule: Full-time. Branch hours typically 8:30 or 9:00 AM to 5:30 or 6:00 PM. Some evenings (up to 7–8 PM) and standard Saturdays may be required. Do you enjoy helping people and working toward clear goals? This is a hands-on, customer-facing role in a small branch environment where you’ll help customers, grow accounts and contribute directly to branch results. You’ll work with customers both in person and over the phone while supporting daily operations and performance goals. The Assistant Manager – Customer Service role is one of the most important positions in our branch network. Team members work in small offices (typically 2–3 employees) and play a key role in customer satisfaction, account growth, and overall branch success. This role does not initially manage employees. It is designed as a development role to build skills and experience in preparation for future leadership opportunities. No prior finance experience is required. We provide paid training, predictable pay increases, monthly bonus opportunities, and a clear path for long-term growth. Who This Role Is Great ForThis role is a strong fit for candidates with experience in retail or customer service, restaurants or hospitality, front-desk or office environments, and phone-based or branch-based support roles. If you enjoy helping people, staying busy, and working toward measurable goals, you’ll feel at home here. What You’ll Do

• Provide excellent customer service in person and over the phone
• Build and grow customer accounts through repeat business and referrals
• Make inbound and outbound phone calls, including follow-ups on past-due accounts
• Support customers through collection conversations with professionalism and empathy
• Prepare and process loan applications and close approved loans
• Prepare personal income tax returns as part of branch services
• Obtain and maintain eligibility for a PTIN (Preparer Tax Identification Number)
• Assist with daily branch operations, cash handling, and recordkeeping
• Market the branch locally and build relationships with nearby businesses
• Support branch goals and help maintain a clean, professional office environment

This is a phone-heavy role that blends customer service, growth, and accountability. Pay, Bonuses & Growth We offer competitive hourly pay with predictable increases and monthly bonus opportunities tied to branch performance, including:

• Monthly bonus potential up to $300
• $0.50/hour increase at 6 months
• Additional $0.50/hour increase at 12 months
• Bonus eligibility up to $800/month after one year

Training, Benefits & Advancement

• Paid training (online and hands-on)
• Incentives for training milestones
• Clear promotion path to Branch Manager
• Comprehensive benefits including medical, dental, life, disability, 401(k) with company match, profit sharing, and paid time off

About UsWe are a long-standing financial services company serving local communities through conveniently located branch offices. We are committed to helping customers through life’s financial needs while providing employees with stable careers and growth opportunities.Through our Lending Hand Foundation, we also support organizations such as the American Red Cross and other local initiatives focused on helping families and communities in need.If you’re looking for a stable, people-focused role with clear growth and earning potential, we encourage you to apply.