Financial Services Representative
World Finance
- Financial Services Representative### Full timeSan Benito,TexasR19221**Compensation**$15 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**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* 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* 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**Basic Requirements:*** 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 fluent in English and Spanish languages **Experience & 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**Preferred Backgrounds:**Experience inbanking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing rolesis preferred.**Physical and Environmental Requirements:*** 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
- J-18808-Ljbffr World Finance
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative in San Benito, TX vacancy
$15 per hour
...Financial Services Representative (FSR) (Bilingual) The Financial Services Representative (FSR) (Bilingual) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role...SuggestedHourly payWork at officeLocal areaShift work$30k - $160k
...About The Drum Agency: The Drum Agency is a growth-focused insurance agency committed to helping families secure their financial future while empowering agents to build meaningful, lucrative careers . Through innovative technology, proven systems, and a supportive...SuggestedFull timePart timeFor contractorsThe Drum Agency
Harlingen, TXa month ago- ...Default: Location : City HARLINGEN Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...clients for the purpose of sales, conservation, and service. Adequately prepares for and conducts all appointments using...SuggestedWork at officeLocal area
Talentify.io
Harlingen, TX2 days ago - ...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...SuggestedFull timeTemporary workWork experience placementWork at office
PNC Financial Services Group
Harlingen, TX2 days ago - ...Are You Driven & Ambitious? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works...SuggestedFor contractorsWork at officeImmediate start
Tito Resendez - State Farm Agent
Harlingen, TX4 days ago - ...OSHA 10-hour training Experience coordinating with Facility and Infrastructure Managers, BOMR Corridor Managers, Financial Management Branch, and servicing agencies Primary responsibilities Acquisition support Support project and program acquisition activities, including...Contract work
Gbti Solutions
Harlingen, TX3 days ago $20.35 - $22 per hour
...Job Description Job Description Financial Counselor (Remote) Employment Type: Full-Time, Benefits Eligible Schedule: Evening... ...counseling to clients nationwide through phone-based services. This fully remote position is ideal for individuals who are passionate...Hourly payFull timeLocal areaRemote workWork from homeHome officeMonday to FridayShift workAfternoon shift- ...joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services. Who You Are As a Teller , you are our director of first impressions. You are the first point of contact for many of our customers...Part timeMonday to Friday
Frost
Harlingen, TX4 days ago - ...and accurately to ensure accurate reporting in compliance with federal and state regulatory requirements as well as general Bank financial reporting requirements. Assists the Commercial Real Estate department as needed to prepare renewal loan documentation, modifications...Work at officeImmediate start
Texas Regional Bank
Harlingen, TX2 days ago $45k - $65k
...Customer Relations Representative - State Farm Agent Team Member As a Customer Relations... ...agency. Your attention to detail, customer service skills, and desire to help people make... ...Ambitious? This busy insurance and financial services office has a passion to make a...For contractorsWork at officeImmediate startTito Resendez - State Farm Agent
Harlingen, TX2 days ago$45k - $65k
...Account Representative - State Farm Agent Team Member As Account Representative - State Farm... ...marketing relevant products and services. Grow your career as you better your community... ...Ambitious? This busy insurance and financial services office has a passion to make a...For contractorsWork at officeImmediate startFlexible hoursTito Resendez - State Farm Agent
Harlingen, TX1 day ago$45k - $65k
...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... ...00 per yearAre You Driven & Ambitious?This busy insurance and financial services office has a passion to make a difference in the lives...For contractorsWork at officeImmediate startTito Resendez - State Farm Agent
Harlingen, TX19 hours ago$45k - $65k
...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... ...year Are You Driven & Ambitious? This busy insurance and financial services office has a passion to make a difference in the...For contractorsWork at officeImmediate startFlexible hoursTito Resendez - State Farm Agent
Harlingen, TX2 days ago$16.57 per hour
...General information Job Posting Title Customer Service Representative - Bilingual Spanish, Healthcare Date Friday, August 7, 2026 City Brownsville State TX Country United States Working time Full-time Description & Requirements...Full timeContract workWork at officeRemote workWork from homeFlexible hoursShift workNight shiftAfternoon shiftMaximus
Harlingen, TX4 days ago- Receptionist / Office Runner We are seeking a dependable and detail-oriented team member to join our team. This role will split responsibilities between working as a receptionist in the front office and serving as an office runner. The receptionist / office runner...Work at office
Total Rehab and Total Rehab Kids
Harlingen, TX4 days ago $45k - $65k
...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... .... Are You Driven & Ambitious? This busy insurance and financial services office has a passion to make a difference in the lives...For contractorsWork at officeImmediate startFlexible hoursTito Resendez - State Farm Agent
Harlingen, TX2 days ago- ...Advanced Call Center Technologies - Job Description Call Center Representative - Agent Reports To: Operations Supervisor Department:... ...FLSA Status: Non-exempt Summary Customer Service Representatives use excellent communication and interpersonal...Local area
Advanced Call Center Technologies
Harlingen, TX4 days ago $11 - $13 per hour
...Customer Service Representative Harlingen, TX, United States $ 11.00 - 13.00 (US Dollar) About the Job Customer Service Representative We are seeking a Customer Service Agent to join our team! A customer service representative will act as a liaison and resolve...Q5 Connections
Harlingen, TX3 days ago- ...public charity. Prime Healthcare is actively seeking new members to join our corporate team! Responsibilities The Customer Service Representative is a high level customer service position that is one of the first lines of communication within the department. The...Full timeWork experience placementWork at officeLocal areaShift work
Prime Healthcare
Harlingen, TX3 days ago - ...people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company’s exceptional...Start working todayLocal area
U-Haul
Harlingen, TX19 hours ago - ...This includes providing prompt, efficient, and friendly customer service to customers while adhering to bank teller policy and procedure... ...as well as perform end of day process Meet customer financial needs by promoting bank products and services through lobby, motor...Part timeWork at office
International Bank of Commerce
Harlingen, TX4 days ago $15 - $18 per hour
Best Buy Cashiers and Customer Service Associates assist customers with purchases, returns, exchanges, and general product questions while providing a friendly in-store experience. Responsibilities include operating the register, handling cash and card transactions, assisting...Hourly payBest Buy
Harlingen, TX3 days ago$15 - $23 per hour
Petco Cashiers and Customer Service Associates are responsible for providing a friendly and helpful shopping experience while supporting daily store operations. Employees operate the register, handle cash and card transactions, assist customers with finding pet food and...Hourly payFull timePetco
San Benito, TX2 days ago- Office ClerkHarlingen, TXWe're hiring a dependable Office Clerk in Harlingen, TX!Responsibilities:Answer phones and greet visitorsData entry and filingScan and organize documentsAssist with general office dutiesProvide excellent customer serviceSkills and Experience:Requirements...Weekly payWork at office
Onin Staffing
Harlingen, TX19 hours ago - ...Company is a family-owned and operated financial institution dedicated to helping millions... ..., and exceptional customer service, ensuring that both our employees and customers... ...you to apply for our Customer Service Representative (CSR) position! Position Overview:...Work at officeMonday to FridayShift workWeekend work
Atlas Credit
Harlingen, TX2 days ago - ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet... ..., Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Harlingen, TX4 days ago - ...to life by offering a range of product options, providing samples, and recommending solutions-including installation and related services. Sales Specialists listen to customer needs, address concerns, and highlight current promotions and financing options. By understanding...Local area
Home Depot
Harlingen, TX19 hours ago - ...Customer Service Representative Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team...Start working todayLocal area
- ...Patient Service Representative (PSR) Flexible position! Preferred candidates include (not limited to): RN, EMT, Paramedic, EMS, Firefighter, PA, MA, Phlebotomy, RCIS, CVT, EKG Technician, etc. All candidates reviewed on an individual basis. Summary description...Contract workRemote workFlexible hoursWeekend workAfternoon shift
ZOLL LifeVest
Harlingen, TX1 day ago $8 - $10 per hour
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member for Adolfo... ...events! While promoting our team, our insurance products/financial services, and the good we offer to our community, you also...Hourly payFor contractorsWork at officeAdolfo Torres - State Farm Agent
Harlingen, TX4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
Related searches
- airport customer service agent San Benito, TX
- customer service associate San Benito, TX
- customer success specialist San Benito, TX
- hospital customer service representative San Benito, TX
- customer service representative hiring San Benito, TX
- community service representative San Benito, TX
- client service representative San Benito, TX
- customer support representative San Benito, TX
- customer relations specialist San Benito, TX
- airline customer service agent San Benito, TX