Financial Services Representative (Temporary)

World Finance • Bellmead, TX

11d • $15 - $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 meet their financial needs. The role includes daily outbound calling and high-volume collection activity, in-person customer meetings, and closing loans. The representative keeps accounts current while generating new business and meeting performance goals across sales, collections, tax services, and branch operations. Performance-based earnings and advancement opportunities are available.

The position is office based, with scheduled in-person attendance. Work takes place in a fast-paced environment with shifting priorities and deadlines, frequent customer and coworker interaction, 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 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 occasional walking, standing, bending, reaching, and similar activities, and occasional 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 for the business.
• Conduct substantial daily outbound customer 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 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, 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 assist with general office upkeep to maintain a professional environment.

Benefits

• Performance-based bonus opportunities tied to individual and branch results.
• Major medical, dental, vision, life insurance, long-term disability, and free mental health support.
• 401(k) with company match.
• Paid holidays and vacation time.
• Paid volunteer time.
• Predictable schedules with a focus on time outside of work.
• Growth and advancement opportunities, including a promote-from-within culture.

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED