Financial Services Representative (Temp to Hire)

World Finance•Holly Hill, SC

4d•$15 - $17•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 combines high-volume daily outbound calling, in-person customer service, loan closing, collections, tax services, and branch operations. The representative is responsible for keeping accounts current while generating new business and meeting performance goals across sales, collections, tax preparation, and account management. The position is offered as a temp-to-hire opportunity, with compensation of $15–$17 per hour based on experience and location, plus performance-based bonus opportunities. This is an office-based role with regular in-person attendance during scheduled work hours. Work takes place in a fast-paced environment with shifting priorities and deadlines, frequent interaction with customers and coworkers, and a combination of stationary work and movement around the office. 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 role includes handling and balancing cash and independently completing bank runs to deliver deposits. World Finance describes opportunities for growth and advancement, performance-based earnings, benefits, retirement savings, paid time off, and paid volunteer time. The company reports operating more than 1,000 branches across 16 states and providing personal loans, tax services, and credit-building solutions.

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 communicate information effectively and professionally in person, by phone, and electronically.
Ability to perform the physical and environmental requirements of the role, including occasional walking, standing, bending, reaching, and light lifting, pushing, or pulling of office materials generally up to 30 pounds.
Regular in-person attendance 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 customers for business.
Conduct substantial daily outbound 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 increase 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.
Occasionally travel locally to offsite locations and banks as required for business purposes.
May assist with general office upkeep to maintain a professional environment.