Financial Services Representative (Part Time)
About The Position
The Financial Services Representative (Part Time) drives loan sales, manages past-due accounts, prepares individual tax returns, and works directly with customers to address their financial needs. The role includes substantial daily outbound calling, high-volume collections activity, in-person customer meetings, and closing loans. The representative is responsible for keeping accounts current while generating new business and meeting performance expectations across sales, collections, tax services, and branch operations. Performance-based bonus opportunities and advancement opportunities are available. This is an office-based role with regular in-person attendance during scheduled work hours. The work combines stationary tasks with movement around the office and frequent interaction with customers and coworkers. Occasional extended hours, weekend work, local travel to offsite locations and banks, and general office upkeep 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 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.
- 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.
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 answer 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.
- Assist with general office upkeep as needed.
Benefits
- Performance-based bonus opportunities tied to branch results.
- 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
Part-time
Career Level
Entry Level
Education Level
High school or GED
