Financial Services Representative (Bilingual)

World FinancePosted 2 weeks ago

$31,200–$37,440 year

On-siteColcord, West Virginia, United States

EXPIREDColcord, West Virginia, United StatesOn-siteFull Time$31,200–$37,440 yearLarge

Full TimeLarge

Job Summary

Drive loan sales, manage delinquent accounts, and prepare individual tax returns by conducting daily outbound calling, meeting customers in person, and closing loans. Secure payments for past-due accounts, contact borrowers to identify additional financial product opportunities, and assist clients with loan applications and tax-related questions. Process payments, update accounts, and maintain accurate, compliant records while handling cash and completing required bank runs. Speak English and Spanish to serve customers across sales, collections, and tax services in a fast-paced environment.

Required Qualifications

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
Ability to speak English and Spanish
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
Ability to obtain required insurance licensing
Ability to speak English and Spanish
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
Ability to perform computer work, handle documents, and communicate information effectively
Professionalism, adaptability, collaboration, and multitasking
Ability to communicate clearly and professionally in person, by phone, and electronically
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
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
Occasional local travel to offsite locations and banks as required for business purposes
Ability to perform computer work, handle documents, and communicate information effectively

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started