Financial Services Representative

World Finance • Murray, KY

8d • $15 - $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 meet their financial needs. The role involves daily, high-volume outbound calling, in-person customer meetings, loan closing, and maintaining current accounts while generating new business. The representative manages a fast-paced workload and challenging conversations while meeting performance expectations across sales, collections, tax services, and branch operations. Performance-based earnings and advancement opportunities are available.

The position is office-based and involves regular in-person attendance during scheduled work hours. Occasional extended hours or weekend work, local travel to offsite locations and banks, and general office upkeep may be required based on business needs. The work combines stationary tasks with regular movement around the office and frequent customer and coworker interaction.

Requirements

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to independently perform 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.
• 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 occasionally lift, push, or pull office materials generally weighing up to 30 pounds.
• Ability to work scheduled hours in person; occasional extended hours or weekend work may be required.

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 customer 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 assist customers with tax-related questions in accordance 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 record 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.
• Travel locally to offsite locations and banks as required.
• Assist with general office upkeep as needed.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED