Financial Service Representative

World Finance•Roswell, NM

1d•$16 - $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 includes daily, high-volume outbound calling for collections, application follow-up, tax services, and new business generation; in-person customer meetings; and closing loans. The representative is accountable for keeping accounts current while generating new business and meeting performance goals across sales, collections, tax services, and branch operations. The position offers performance-based bonus opportunities and advancement opportunities. The role is office-based and requires regular in-person attendance during scheduled work hours. It involves customer-facing service, account and document processing, cash handling, balancing cash, and completing bank runs to deliver deposits. Occasional extended hours or weekend work and occasional local travel to offsite locations and banks may be required based on business needs. The work environment is fast-paced, with shifting priorities and deadlines. Compensation is $16–$17 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings may increase with strong individual and branch performance.

Requirements

High school diploma or equivalent.
Valid driver’s license, reliable transportation, and current insurance.
Ability to independently perform all 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 with accurate and consistent data entry.
Ability to perform computer work, handle documents, and communicate information effectively.
Professionalism, adaptability, collaboration, and multitasking in a fast-paced environment with shifting priorities and deadlines.
Ability to communicate clearly and professionally with customers and coworkers in person, by phone, and electronically.
Ability to perform occasional walking, standing, bending, reaching, and similar activities, and occasional light lifting, pushing, or pulling of office materials generally up to 30 pounds.
Regular in-person attendance during scheduled work hours.
Ability to work occasional extended hours or weekends and travel locally to offsite locations and banks as required for business purposes.

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 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.