Financial Services Representative

World Finance•Neosho, MO

12d•$16 - $20•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 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 FSR is accountable for keeping accounts current while generating new business and meeting performance expectations across sales, collections, tax preparation, account management, and branch operations. The position involves assisting customers with loan applications, tax preparation, payments, account questions, and issue resolution; processing payments and documentation; maintaining compliant records; handling cash and making bank runs; and following company policies and regulatory requirements. It is an office-based, fast-paced role with scheduled in-person attendance, frequent customer and coworker interaction, occasional local travel, and occasional extended hours or weekend work based on business needs. Compensation is $16–$20 per hour, based on experience and location, plus performance-based bonus opportunities. World Finance describes opportunities for growth and advancement, comprehensive benefits, retirement and time off, community involvement, and predictable schedules focused on work-life balance.

Requirements

High school diploma or equivalent.
Valid driver’s license, reliable transportation, and current insurance.
Ability to independently perform 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 and accurate, consistent data entry.
Ability to perform computer work, handle documents, and communicate information effectively.
Ability to attend in person during scheduled work hours.

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 customer 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 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.
Maintain a professional office environment, including assisting with general office upkeep as needed.