5 дней назад
Financial Services Representative (Fintech)
16 - 17$
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, and preparing individual tax returns with an accent on high-volume customer outreach, cash handling, and regulatory compliance. Focus on closing loan applications, resolving delinquent accounts, balancing deposits, and delivering accurate tax and financial documentation.
Location: Columbia, South Carolina; regular in-person attendance is required
Salary: $16–$17 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 following up with customers.
- Conduct high-volume outbound outreach 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 in accordance with policies and regulations.
- Assist customers with applications, payments, account questions, tax services, and issue resolution.
- Process payments, maintain records, handle and balance cash, and complete 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 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
- 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 with a focus on work-life balance.
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