4 дня 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): Providing personal loans, tax preparation, collections, and account services through in-person customer support and high-volume outreach with an accent on sales, compliance, and cash handling. Focus on processing applications, managing delinquent accounts, preparing tax returns, and maintaining accurate financial records.
Location: Fort Mill, South Carolina, United States; office-based role with regular in-person attendance
Salary: $15–$18 per hour, 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 presenting 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.
- Assist customers with applications, payments, account questions, and issue resolution in person.
- Process payments, maintain records, balance cash, and complete required 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 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 opportunities for advancement into leadership.
- 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.
- Occasional extended hours, weekend work, and local travel may be required.
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