Financial Services Representative; Bilingual
Listed on 2026-09-12
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Sales
Banking & Finance
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The FSR is accountable for keeping accounts current while consistently generating new business. Success in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement.
Compensation $17-$19 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance.
Why Join World:- Strong growth opportunities – Many of our leaders, including executives, started in this role
- Promote-from-within culture – A large percentage of team members advance into leadership roles
- Performance-based earnings – Bonus opportunities tied to branch results
- Comprehensive benefits for all stages of life – Including major medical, dental, vision, life insurance, long-term disability, and free mental health support
- Retirement and time off – 401(k) with company match, paid holidays, and vacation time
- Community focus – Paid volunteer time and a strong commitment to giving back
- Work-life balance – Predictable schedules with a focus on time outside of work
- High school diploma or equivalent
- Valid driver’s license, reliable transportation, and current insurance
- Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation
- Ability to obtain required insurance licensing
- Must be able to speak fluently in English and Spanish
Skills:
- 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
- Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles is preferred.
- Office based role with standard lighting and noise levels
- Regular in-person attendance during scheduled work hours is essential; occasional extended hours or weekend work may be required based on business needs
- Combination of stationary work and regular movement throughout the office, including occasional walking, standing, bending, reaching, and similar activities
- Occasional light lifting, pushing, or pulling of office materials (generally up to 30 pounds)
- Ability to perform computer work, handle documents, and communicate information effectively
- Fast paced environment with shifting priorities and deadlines; requires professionalism, adaptability, collaboration, and multitasking
- Frequent interaction with customers and coworkers; must communicate clearly and professionally in person, by phone, and electronically
- May assist with general office upkeep to maintain a professional environment
- Occasional local travel to offsite locations and banks as required for business purposes
- 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…
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