Financial Services Representative (Bilingual)
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 high-volume daily outbound calls, in-person customer meetings, loan closing, collections, and branch operations. The FSR is accountable for keeping accounts current while generating new business and meeting performance goals across sales, collections, tax services, and account management. Performance-based bonus opportunities and advancement are available. The position is office-based and requires regular in-person attendance during scheduled work hours. It involves a fast-paced, phone-intensive environment with frequent customer and coworker interaction, shifting priorities, and occasional local travel to banks or other offsite locations. Occasional extended hours or weekend work may be required based on business needs.
Requirements
- High school diploma or equivalent.
- Valid driver’s license, reliable transportation, and current insurance.
- Ability to independently complete required bank runs and transport 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.
- Demonstrated 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.
- Manage delinquent accounts by securing payments and setting payment arrangements.
- Contact approved, pending, and former borrowers to generate loan volume and identify opportunities for additional products and services.
- Prepare individual tax returns, gather and review required documentation, and answer tax-related questions in compliance with company policies and applicable regulations.
- Assist customers in person with loan applications, tax preparation, payments, account questions, and issue resolution.
- Process payments, account updates, and tax-related documentation, and document activity in company systems.
- Maintain accurate, 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.
Benefits
- Performance-based bonus opportunities.
- Major medical, dental, vision, and life insurance.
- Long-term disability coverage.
- Free mental health support.
- 401(k) with company match.
- Paid holidays and vacation time.
- Paid volunteer time.
- Predictable schedules with a focus on time outside of work.
- Growth and advancement opportunities, including a promote-from-within culture.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
