Financial Services Representative

This job was posted by https://idahoworks.gov : For more information, please see: https://idahoworks.gov/jobs/2632160 Why Join World: - Strong growth opportunities Many of our leaders, including executives, started in this role {=html} <!-- --> - Promote-from-within culture A large percentage of team members advance into leadership roles {=html} <!-- --> - Performance-based earnings Bonus opportunities tied to branch results {=html} <!-- --> - Comprehensive benefits for all stages of life Including major medical, dental, vision, life insurance, long-term disability, and free mental health support {=html} <!-- --> - Retirement and time off 401(k) with company match, paid holidays, and vacation time {=html} <!-- --> - Community focus Paid volunteer time and a strong commitment to giving back {=html} <!-- --> - Work-life balance Predictableschedules with a focus on time outside of work About World Finance: World Finance has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions. With over 1,000 branches across 16 states, we are committed to serving the communities where we live and work. Essential Duties and Responsibilities: - Drive and close loan sales by taking applications, explaining terms, and asking for the business {=html} <!-- --> - Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment {=html} <!-- --> - Manage delinquent accounts by securing payments and setting payment arrangements {=html} <!-- --> - Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services {=html} <!-- --> - Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations {=html} <!-- --> - Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution {=html} <!-- --> - Process payments, account updates, tax-related documentation, and document all activity in company systems {=html} <!-- --> - Maintain accurate and compliant records, including timely credit denial letters and required tax documentation {=html} <!-- --> - Handle and balance cash, and complete required bank runs to deliver deposits {=html} <!-- --> - Follow company policies, procedures, and regulatory requirements {=html} <!-- --> - Complete required training and meet performance expectations for sales, collections, tax preparation, and account management Basic Requirements: - High school diploma or equivalent {=html} <!-- --> - Valid drivers license, reliable transportation, and current insurance {=html} <!-- --> - Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation {=html} <!-- --> - Ability to obtain required insurance licensing Experience & Skills: - Experience in sales, customer service, collections, or account managementwith measurable results {=html} <!-- --> - Proven ability to handlehigh-volume calls and difficult customer conversations {=html} <!-- --> - Track record f meeting or exceedinggoals in a fast-paced environment {=html} <!-- --> - Strong communication, problem-solving, and organizational skills {=html} <!-- --> - Basic computer skillswithaccurateand consistentdata entry Preferred Backgrounds: Experience inbanking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing rolesispreferred. Physical and Environmental Requirements: - Officebased role with standard lighting and noise levels {=html} <!-- --> - Regular in-person attendance during scheduled work hours is essential; occasional extended hours or weekend work may be required based on business needs