4 дня назад
Financial Services Representative
15 - 18$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative (Financial Services): Handling loan sales, collections, tax preparation, payments, and customer account support in an office-based branch role with an accent on high-volume customer outreach, regulatory compliance, and cash management. Focus on closing loan applications, managing delinquent accounts, preparing tax returns, and maintaining accurate financial records.
Location: Walterboro, South Carolina, United States; office-based role with regular in-person attendance, occasional local travel to banks and offsite locations, and possible weekend or extended 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 loans, and identifying additional financial product opportunities.
- Conduct high-volume outbound calls 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 questions in compliance with company policies and regulations.
- Assist customers with applications, payments, account questions, issue resolution, and tax services in person.
- Process payments, balance cash, complete bank runs, and maintain accurate records and required documentation.
Requirements
- High school diploma or equivalent.
- Valid driver’s license, reliable transportation, and current insurance; able 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, phone, and data-entry skills.
- Ability to work in a fast-paced, customer-facing office environment and meet performance, compliance, and training requirements.
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 focused on work-life balance and community involvement.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
5 дней назад
Consumer Loan Sales Specialist (Fintech)
18 - 22$
10 дней назад
Loan Sales Specialist (Fintech)
18 - 22$
10 дней назад
Loan Sales Specialist (Fintech)
19 - 23$
5 дней назад
Loan Sales Specialist (Finance)
18 - 22$
8 дней назад
Loan Sales Specialist (Finance)
17 - 19$
9 дней назад
Loan Sales Specialist (Fintech)
20 - 24$