Financial Services Representative
$33,280–$37,440 year
On-siteEdwardsville, Illinois, United States
Job Summary
Drive and close loan sales by taking applications, explaining terms, and securing payments for delinquent accounts. Conduct substantial daily outbound customer outreach for collections, application follow-up, and tax services, including high-volume phone calls and in-person meetings. Prepare individual tax returns, gather documentation, and assist customers with loan applications and issue resolution. Process payments, update accounts, and maintain accurate, compliant records in company systems while handling cash and bank runs. Manage a fast-paced workload across sales, collections, and branch operations to meet performance goals and keep accounts current.
Required Qualifications
- 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
- 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
- Regular in-person attendance during scheduled work hours is essential
- Occasional extended hours or weekend work may be required based on business needs
- 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
Desired Qualifications
- Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles
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