6 дней назад
Financial Services Representative (Fintech)
15 - 18$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative (Fintech): Selling and servicing personal loans, preparing tax returns, managing collections, and assisting customers in person with an accent on high-volume customer outreach, compliant documentation, and cash handling. Focus on closing loan sales, securing delinquent-account payments, completing tax documentation, and balancing branch deposits.
Location: Columbia, South Carolina, United States. This is an office-based role with regular in-person attendance, occasional local travel to banks and offsite locations, and possible extended or weekend hours.
Salary: $15–$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 loan sales by taking applications, explaining terms, closing business, and identifying opportunities for additional financial products.
- 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 in accordance with policies and regulations.
- Assist customers in person with applications, payments, account questions, tax services, and issue resolution.
- Process payments and account updates, maintain compliant records, handle cash, balance funds, 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 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 data-entry skills, with the ability to handle high-volume calls and difficult customer conversations.
Nice to have
- Experience 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 with an emphasis on work-life balance.
- Fast-paced, collaborative environment with frequent interaction with customers and coworkers.
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