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8 дней назад

Financial Services Representative (Financial Services)

15$
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): Driving loan sales, managing customer accounts, preparing tax returns, and supporting in-person financial services at a branch with an accent on sales, collections, tax documentation, and regulatory compliance. Focus on handling high-volume customer outreach, balancing cash and deposits, resolving account issues, and meeting performance goals in a fast-paced office environment.

Location: Texas City, Texas; regular in-person attendance required

Salary: $15 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

  • Drive loan sales by taking applications, explaining terms, and closing loans.
  • Conduct high-volume outbound calls for collections, application follow-up, tax services, and new business generation.
  • Manage delinquent accounts, secure payments, and arrange payment plans.
  • Prepare individual tax returns, review documentation, and answer tax-related questions.
  • Assist customers in person with applications, payments, account questions, tax services, and issue resolution.
  • Process payments and documentation, maintain records, handle cash, and complete bank runs.

Requirements

  • High school diploma or equivalent.
  • Valid driver's license, reliable transportation, and current insurance.
  • Ability to independently complete required 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 data-entry skills.

Nice to have

  • Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles.

Culture & Benefits

  • Growth opportunities and a promote-from-within culture.
  • 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 with a focus on work-life balance.
  • Office-based work with occasional extended hours, weekend work, and local travel to banks or offsite locations.

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