Financial Services Representative
About The Position
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you’re the face of World Finance – empathizing, empowering, and engaging with our customers. The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The FSR is accountable for keeping accounts current while consistently generating new business. Success in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement.
Requirements
- High school diploma or equivalent
- Valid driver’s license, reliable transportation, and current insurance
- Must be able 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
Nice To Haves
- Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles is preferred.
Responsibilities
- Drive and close loan sales by taking applications, explaining terms, and asking for the business
- Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive 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, tax-related documentation, and document all 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
Benefits
- Major medical
- Dental
- Vision
- Life insurance
- Long-term disability
- Free mental health support
- 401(k) with company match
- Paid holidays
- Vacation time
- Paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
