Financial Services Representative (Bilingual)

World Finance•Roland, OK

1d•$15 - $19•Onsite

About The Position

The Financial Services Representative (FSR) guides customers through their financial needs by driving loan sales, managing past-due accounts, preparing individual tax returns, and providing in-person customer support. The role involves substantial daily outbound calling for collections, application follow-up, tax services, and new business generation, as well as meeting with customers and closing loans. The FSR is responsible for keeping accounts current while generating new business and meeting performance expectations across sales, collections, tax preparation, account management, and branch operations. Success requires handling a fast-paced workload and challenging conversations. Compensation is $15–$19 per hour, based on experience and location, with performance-based bonus opportunities. Bilingual English and Spanish proficiency is required. The position is office-based and includes regular in-person attendance during scheduled hours, with occasional extended hours or weekend work based on business needs. Occasional local travel to banks and other offsite locations may be required.

Requirements

Bilingual proficiency in English and Spanish.
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.
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 perform the position’s physical activities, including occasional walking, standing, bending, reaching, and light lifting, pushing, or pulling generally up to 30 pounds.

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 increase loan volume and identify opportunities for additional financial products and services.
Prepare individual tax returns, gather and review required documentation, and answer customers’ 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 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.
Attend work in person during scheduled hours and occasionally work extended hours or weekends as business needs require.
Travel locally to banks and other offsite locations as required for business purposes.
Assist with general office upkeep as needed.