4 дня назад
Financial Services Representative (Financial Services)
15 - 19$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative (Financial Services): Selling and servicing personal loans, managing collections and customer accounts, and preparing tax returns with an accent on high-volume customer outreach, compliant documentation, and in-person financial service delivery. Focus on closing loan sales, securing delinquent-account payments, handling cash and deposits, and resolving customer issues across lending and tax services.
Location: Ponca City, Oklahoma, United States; office-based role with regular in-person attendance and occasional local travel to banks and offsite locations.
Salary: $15–$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
- Take loan applications, explain terms, close loan sales, and identify opportunities for 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 answer tax-related customer questions in compliance with applicable requirements.
- Assist customers in person with applications, payments, account questions, tax services, and issue resolution.
- Process payments and account updates, maintain compliant records, balance cash, and complete bank 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 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.
- Strong communication, problem-solving, organizational, computer, and accurate data-entry skills.
Nice to have
- Background in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles.
Culture & Benefits
- Promote-from-within culture with growth opportunities into leadership roles.
- Performance-based bonus opportunities tied to individual and branch results.
- Medical, dental, vision, life insurance, long-term disability, and free mental health support.
- 401(k) with company match, paid holidays, vacation time, and paid volunteer time.
- Predictable schedules focused on work-life balance, with occasional extended hours or weekend work based on business needs.
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