Financial Services Representative (Temporary)

World Finance • Waco, TX

4d • $15 - $18 • Onsite

About The Position

The Financial Services Representative (Temporary) drives loan sales, manages past-due accounts, prepares individual tax returns, and works directly with customers to meet their financial needs. The role involves daily outbound customer calls, high-volume collections activity, in-person customer meetings, loan closing, and maintaining current accounts while generating new business. The representative manages a fast-paced workload and challenging conversations while meeting performance goals across sales, collections, tax services, and branch operations.

Compensation is $15–$18 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings may increase with individual and branch performance. The role is office-based and requires regular in-person attendance during scheduled work hours. Occasional extended hours, weekend work, and local travel to offsite locations and banks may be required based on business needs.

World Finance describes opportunities for growth and advancement, a promote-from-within culture, performance-based earnings, comprehensive benefits, retirement and paid time off, paid volunteer time, and predictable schedules. The company has operated since 1962 and has over 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, 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 perform occasional walking, standing, bending, reaching, and similar activities, and occasional light lifting, pushing, or pulling of office materials generally up to 30 pounds.
• Ability to manage shifting priorities and deadlines while demonstrating professionalism, adaptability, collaboration, and multitasking.

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 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 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.
• Attend work in person during scheduled hours and travel locally to offsite locations and banks as required.
• May assist with general office upkeep to maintain a professional environment.

Benefits

• Performance-based bonus opportunities.
• Major 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.

What This Job Offers

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