Financial Services Representative

World Finance•Twin Falls, ID

13d•$16 - $18•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, and account management. The FSR is responsible 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 potential. World Finance describes itself as a community-focused provider of personal loans, tax services, and credit-building solutions, with more than 1,000 branches across 16 states. The company states that it has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company.

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.
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.
Regular in-person attendance during scheduled work hours.
Ability to perform computer work, handle documents, and communicate information effectively.
Ability to communicate clearly and professionally in person, by phone, and electronically.

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 to proceed.
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 generate 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 accordance 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.
Assist with general office upkeep as needed.
Travel locally to offsite locations and banks as required for business purposes.

Benefits

Performance-based bonus opportunities tied to individual and branch performance.
Major medical insurance.
Dental insurance.
Vision insurance.
Life insurance.
Long-term disability coverage.
Free mental health support.
401(k) with company match.
Paid holidays.
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.