4 дня назад
Financial Services Representative
17 - 19$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative (Loan Sales and Tax Services): Driving loan sales, managing delinquent accounts, preparing individual tax returns, and assisting customers with financial services in a branch office with an accent on high-volume customer outreach, collections, and compliant account management. Focus on closing loans, resolving difficult customer conversations, balancing cash and deposits, and meeting performance goals across sales, collections, tax preparation, and branch operations.
Location: Aurora, Illinois; office-based with regular in-person attendance required
Salary: $17–$19 per hour, based on experience and location, plus performance-based bonus opportunities.
Company
provides personal loans, tax services, and credit-building solutions through more than 1,000 branches across 16 states.
What you will do
- Drive and close loan sales by taking applications, explaining terms, and identifying additional financial products and services.
- Conduct high-volume outbound calls for collections, application follow-up, tax services, and new business generation.
- Manage delinquent accounts by securing payments and arranging payment plans.
- Prepare individual tax returns, review documentation, and assist customers with tax-related questions.
- Support customers in person with applications, payments, account questions, tax services, and issue resolution.
- Process payments, maintain accurate records, balance cash, and complete required bank runs and deposits.
Requirements
- High school diploma or equivalent.
- Valid driver’s license, reliable transportation, and current insurance.
- Ability to independently complete bank runs and transport deposits.
- Ability to obtain required insurance licensing.
- Experience in sales, customer service, collections, or account management with measurable results.
- Strong communication, problem-solving, organizational, computer, and accurate data-entry skills.
Nice to have
- Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front offices, or similar customer-facing roles.
Culture & Benefits
- Predictable schedules with an emphasis on work-life balance.
- Medical, dental, vision, life insurance, long-term disability, and free mental health support.
- 401(k) with company match, paid holidays, and vacation time.
- Performance-based bonus opportunities and advancement through a promote-from-within culture.
- Paid volunteer time and community-focused programs.
- Regular in-person work, occasional local travel, and possible extended or weekend hours based on business needs.
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