Financial Services Representative

About This Role

The Financial Services Representative drives loan sales, manages past-due accounts, and prepares tax returns, working directly with customers to meet their financial needs. This role involves daily outbound calling, including high-volume collection activity, in-person customer meetings, and closing loans. It suits a candidate who can manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business
• Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation
• Manage delinquent accounts by securing payments and setting payment arrangements
• Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations
• Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution
• Process payments, account updates, tax-related documentation, and document all activity in company systems
• Maintain accurate and compliant records, including timely credit denial letters and required tax documentation
• Handle and balance cash, and complete required bank runs to deliver deposits
• Follow company policies, procedures, and regulatory requirements
• Complete required training and meet performance expectations for sales, collections, tax preparation, and account management

Requirements

• High school diploma or equivalent
• Valid driver’s license, reliable transportation, and current insurance
• Ability to independently perform all required bank runs, including transporting 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
• Proven ability to handle high-volume calls and difficult customer conversations
• Track record of meeting or exceeding goals in a fast-paced environment
• Strong communication, problem-solving, and organizational skills
• Basic computer skills with accurate and consistent data entry

Nice to have:

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