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4 дня назад

Financial Services Representative (Financial Services)

15 - 19$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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