Financial Service Representative

World Finance•The Colony, TX

3d•$15 - $17•Onsite

About The Position

The Financial Services Representative (FSR) drives loan sales, manages past-due accounts, prepares individual tax returns, and works directly with customers to address their financial needs. The role involves daily, high-volume outbound calling, in-person customer meetings, loan closing, collections, tax services, and branch operations. The representative is accountable for keeping accounts current while generating new business and meeting performance goals. The position offers performance-based bonus opportunities and advancement potential. The role is office-based and requires regular in-person attendance during scheduled work hours. Occasional extended hours or weekend work, local travel to offsite locations and banks, and general office upkeep may be required. Compensation is $15–$17 per hour based on experience and location, plus performance-based bonus opportunities. World Finance describes a promote-from-within culture and offers benefits including major medical, dental, vision, life insurance, long-term disability, free mental health support, a 401(k) with company match, paid holidays, vacation time, and paid volunteer time.

Requirements

High school diploma or equivalent.
Valid driver’s license, reliable transportation, and current insurance.
Ability to independently perform required bank runs, including transporting deposits, without relying on non-employees for transportation.
Ability to obtain required insurance licensing.
Experience in sales, customer service, collections, or account management with measurable results.
Proven ability to handle high-volume calls and difficult customer conversations.
Track record of meeting or exceeding goals in a fast-paced environment.
Strong communication, problem-solving, and organizational skills.
Basic computer skills and accurate, consistent data entry.

Nice To Haves

Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles.

Responsibilities

Drive and close loan sales by taking applications, explaining terms, and asking customers for the business.
Conduct substantial daily outbound outreach for collections, application follow-up, tax services, and new business generation in a high-volume, phone-intensive environment.
Manage delinquent accounts by securing payments and setting payment arrangements.
Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services.
Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations.
Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution.
Process payments, account updates, and tax-related documentation, and document activity in company systems.
Maintain accurate and compliant records, including timely credit denial letters and required tax documentation.
Handle and balance cash and complete required bank runs to deliver deposits.
Follow company policies, procedures, and regulatory requirements.
Complete required training and meet performance expectations for sales, collections, tax preparation, and account management.
May assist with general office upkeep to maintain a professional environment.