Financial Service Representative

World Finance•Jerome, ID

10d•$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 includes daily, high-volume outbound calling; in-person customer meetings; loan closing; and maintaining current accounts while generating new business. Success requires managing a fast-paced workload, handling challenging conversations, and meeting performance expectations across sales, collections, tax services, and branch operations. Compensation is $16–$18 per hour, based on experience and location, with performance-based bonus opportunities. World Finance describes opportunities for advancement, a promote-from-within culture, predictable schedules, and community involvement. The company has operated since 1962 and has more than 1,000 branches across 16 states.

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.
Demonstrated 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 communicate information effectively and professionally in person, by phone, and electronically.
Ability to perform computer work and handle documents.
Ability to adapt, collaborate, multitask, and manage shifting priorities and deadlines.

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 generate loan volume and identify opportunities for additional financial products and services.
Prepare individual tax returns, gather and review required documentation, and help 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 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.
Independently complete required bank runs, including transporting deposits, without relying on non-employees for transportation.
Attend work in person during scheduled hours and, as business needs require, work occasional extended hours or weekends.
Travel locally to offsite locations and banks as required for business purposes.
May assist with general office upkeep.