7 дней назад
Financial Services Representative
16 - 18$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative (Financial Services): Driving loan sales, managing customer accounts and collections, preparing tax returns, and providing in-person financial services with an accent on high-volume customer outreach, compliance, and cash handling. Focus on securing payments, processing accurate documentation, balancing cash, and meeting sales, collections, and account-management goals in a branch environment.
Location: Crest Hill, Illinois, United States. Office-based role with regular in-person attendance required, occasional local travel to banks and offsite locations, and occasional extended hours or weekend work.
Salary: $16–$18 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 product opportunities.
- Conduct high-volume outbound customer outreach for collections, application follow-up, tax services, and new business generation.
- Manage delinquent accounts, secure payments, and establish payment arrangements.
- 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, handle and balance cash, and complete bank runs.
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
- Background in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front offices, 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 mental health support.
- 401(k) with company match, paid holidays, vacation time, and paid volunteer time.
- Predictable schedules focused on work-life balance and community involvement.
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