Proceed Finance Customer Care Specialist (Full-time) Lincoln, NE

  • Security First Bank
  • Lincoln, NE, USA
  • Jun 22, 2022

Job Description

Job Details


Job Location
Lincoln - Garret Lane Branch - Lincoln, NE

Position Type

Education Level
High School

Salary Range
$16.00 - $19.00 Hourly

Travel Percentage

Job Shift

Job Category
Customer Service


Looking for a career where you have evenings off to do the things that you enjoy? Do you like a professional office environment with Federal Holidays and Sundays off?

Apply Today. Grow with us at Security First Bank and find your future in banking. We treat you right.

We are looking for friendly smiling faces to join our proceed finance team. To be considered as an applicant please complete the online application form at the Security First Bank web site. For additional information or paper application accommodations please stop by 5505 Red Rock Lane, Lincoln, NE 68516 or call 402-323-8045


The Proceed Finance Customer Care Specialist provides loan service and sales for customers by responding to incoming telephone calls, emails, texts, website contact forms and other contacts providing, efficient and consistent service which enhances the customer experience. Complies with department and overall bank policies.

Essential Functions & Responsibilities:
  • Responsible for answering incoming customer calls and responding to e-mails from the companys website and customer care counsel within online banking in a prompt and professional manner regarding financing products and services.
  • Confirm and clarify customers needs, explain possible solutions or recommendations, and follows-up on any action needed related to each transaction ensuring that the customer feels supported and valued.
  • Handle customer service complaints or situations through effective problem-solving techniques, diffusing angry customers and referring the most difficult situations to the Supervisor or the subject matter expert.
  • Explain past transactions, history of account or instructions to carry out an account or product change and determines appropriate response to the customer.
  • Utilize software, databases, scripts, tools or supporting departments in researching customer inquiries in order to provide answers and solutions.
  • Complete maintenance on borrower accounts.
  • Perform loan transactions and adjustments.
  • Perform other customer service duties over the phone such as AutoPay enrollments, account reconciliation services, online banking and bill pay support, quote rates, address changes etc.
  • Understands and meets or exceeds call center metrics.
  • Utilize sales and service skills to guide every customer into the proper financing services.

Performance Management:
  • Keeps abreast of key economic data and regulatory changes which may impact the financial performance of the SFB and Proceed Finance.
  • Maintains up-to-date job knowledge through professional reading and affiliation with appropriate industry organizations.
  • Performs other duties as may be necessary to fulfill the responsibilities of this position.


Knowledge, Skills and Abilities:

Education and/or Experience.
  • High school diploma or equivalent
  • Banking and finance experience desired.
  • Background in customer service and sales required.
  • Ability to apply bank regulations and compliance policies.
  • Experience with Banks current systems in use by organization is preferred.

Interpersonal Skills.
  • Demonstrates problem solving skills with the ability to make good decisions and exercise independent judgement.
  • Strong phone etiquette skills required along with strong communication skills with internal and external customers.
  • Strong attention to detail with excellent follow-up skills.
  • Strong time management, reasoning and mathematical skills required.
  • Knowledge of all Office products Word, Excel Spreadsheet development, and Adobe Acrobat.
  • Self-motivated and able to work with little direct supervision.
  • Ability to handle high volume of work and work closely with lending team.
  • Requires understanding of the financial services business.

Certificates, Licenses, Registrations: None.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing this job the employee would occasionally be required to carry loads up to and including 24lbs. It is frequently necessary to bend, squat, reach above the shoulder level, crouch, kneel, balance and push/pull equipment. Firm grasping/fine manipulation with the right/left hand is necessary. In an 8-hour day, the employee can expect to sit about 6 hours.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

Starting Wage Range and Benefits:

Security First Bank provides some of the most competitive, comprehensive benefits in South Dakota and Nebraska. We believe in our employees, and they deserve an environment in which they can excel, with the peace of mind that their families are in good hands. We provide a host of health benefits, financial plans, and other services designed to make life better - both at work and at home.

Listed wage range is for starting wage and prior experience will be taken into consideration. Additional information about benefits is available on the careers page of the company web site. Specific questions about benefits for full or part time status will be answered during the interview process.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Security First Bank is an Affirmative Action and Equal Opportunity Employer, Minority / Female / Disabled / Veteran / Gender Identity / Sexual Orientation.