Financial Services Representative (Temporary)

World Finance•Bellmead, TX

9d•Onsite

About The Position

The Financial Services Representative (FSR) drives loan sales, manages past-due accounts, prepares tax returns, and works directly with customers to meet their financial needs. The role involves daily, high-volume outbound calls, in-person customer meetings, loan closings, and responsibility for keeping accounts current while generating new business. The FSR manages a fast-paced workload and challenging conversations while meeting performance expectations across sales, collections, tax services, and branch operations. Compensation is $15–$18 per hour, based on experience and location, with performance-based bonus opportunities tied to individual and branch results. World Finance offers growth and advancement opportunities, a promote-from-within culture, benefits, retirement savings, paid time off, and paid volunteer time. The company has over 1,000 branches across 16 states and has served customers with personal loans, tax services, and credit-building solutions since 1962. This is an office-based role with scheduled in-person attendance. Work includes a combination of stationary tasks and movement around the office, customer interactions, cash handling, and occasional local travel to offsite locations and banks. Occasional extended hours or weekend work may be required based on business needs.

Requirements

High school diploma or equivalent.
Valid driver’s license, reliable transportation, and current insurance.
Ability to independently complete 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 attend in person regularly during scheduled work hours.
Ability to perform computer work, handle documents, and communicate information effectively.
Ability to occasionally walk, stand, bend, reach, and perform similar movements, and to occasionally lift, push, or pull office materials generally up to 30 pounds.
Ability to work occasional extended hours or weekends based on business needs.
Ability to communicate clearly and professionally with customers and coworkers in person, by phone, and electronically.

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 outreach for collections, application follow-up, tax services, and new business generation.
Manage delinquent accounts by securing payments and establishing 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 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.
Occasionally assist with general office upkeep and travel locally to offsite locations and banks as required.