Financial Services Representative (Part Time)

World Finance•Bloomfield, NM

13d•$16 - $18•Onsite

About The Position

The Financial Services Representative 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 for collections, application follow-up, tax services, and new business generation, as well as in-person customer meetings and closing loans. The representative is accountable for keeping accounts current while generating new business and meeting performance expectations across sales, collections, tax preparation, and branch operations. This is an office-based role in a fast-paced environment with shifting priorities and deadlines. Regular in-person attendance during scheduled work hours is essential. Occasional extended hours, weekend work, and local travel to offsite locations and banks may be required based on business needs. The role involves customer and coworker interaction in person, by phone, and electronically, along with occasional general office upkeep.

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 occasionally lift, push, or pull office materials generally weighing up to 30 pounds.
Ability to perform regular movement throughout the office, including occasional walking, standing, bending, and reaching.

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 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.

Benefits

Performance-based bonus opportunities tied to individual and branch performance.
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.