Financial Services Representative
$17 - $19 per hourWorld Finance
Compensation 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 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, 0 00 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 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 in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles is 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
$17 - $19 per hour
...Financial Services Representative 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...SuggestedHourly payWork at officeLocal areaShift work$41.5k - $65.5k
...Speaking PreferredDelivers exceptional service to BMO customers and prospects. Identifies... ...provides advice and guidance regarding financial solutions that are in the best interests... ...- $65,500.00Pay Type:SalariedThe above represents BMO Financial Group’s pay range and type...SuggestedContract workPart timeLocal areaImmediate startDay shift$80k
...we call home, one relationship at a time. ABOUT THE ROLE: The Financial Advisor is a key member of the Trust and Wealth Management team... ...planning, investment management, and retirement planning services to new and existing clients. This role emphasizes relationship...SuggestedTemporary workLocal areaFlexible hours- A prominent financial institution located in Rockford, Illinois is seeking a motivated Financial Advisor. This role focuses on developing... ...and have a minimum of one year experience in the financial services or sales environment. This position offers a competitive salary...SuggestedTraineeship
$63.83k - $136.58k
...protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-... ..., Portfolio Manager, Trust Advisor and Service Administrator to build the wealth... ...posted compensation range on this listing represents UMB's standard for this role, but the actual...SuggestedWork at officeLocal areaFlexible hours$80k - $90k
...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in... ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients...Temporary workInterim roleWork at officeLocal areaImmediate startShift workDay shift$17 - $28.96 per hour
...relationships with customers, provide exceptional service, and learn the skills to grow your... ...transactions, assist customers with financial needs, and introduce solutions that help... ...Transparency compliant. The pay range represents anticipated base pay for this role....Hourly payImmediate start$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Associated Bank requires you to directly represent yourself and your own experiences during... ...with customers, provide exceptional service, and learn the skills to grow your banking... ...process transactions, assist customers with financial needs, and introduce solutions that help...
$32k - $50k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt,...For contractors- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners... ...· History of success in sales, competitive roles, client services, or client-facing roles · Desire for continuous learning What...Work at officeFlexible hours
- ..., IL. Be part of something remarkable Join the #1 hospital in Wisconsin! We are seeking a Financial Counselor to: Provide patients with estimated costs for upcoming services. Assist patients in understanding the billing prepayment process. Review patients coverage...Full timeWork experience placementMonday to FridayShift work1 day per week
- ...commercial loan operations experience with a bank, credit union or financial institution. Strong knowledge of commercial loan... ...attention to detail, organization, communication and customer-service skills. Responsibilities Gather, prepare and review...Immediate startRelocation
$32.64k - $62.64k
...and recommending and selling products and services. Personal Bankers use their product... ...interaction to identify needs and offer financial solutions to help customers secure their... ...posted compensation range on this listing represents UMB’s standard for this role, but the actual...Local areaFlexible hoursAfternoon shift$40k - $60k
...Future Opening: Insurance and Financial Services Position - State Farm Agent Team Member Position Overview State Farm Insurance Agent located... ...Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful...For contractorsWork at office- ...Insurance And Financial Services Position Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested...For contractors
- ...is seeking a Personal Banker to deliver personalized banking services and build lasting client relationships. You will identify customer... ...a locally owned bank with opportunities to contribute to community-focused financial solutions. #J-18808-Ljbffr Foresight Bank FFG
- .... Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded... ...by delivering a high level of customer service and recognizing the financial needs of... ...physical demands described here are representative of those that must be met by a Team...Hourly payFull timeWork at office
$41.25k - $68.75k
...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...Full timeTemporary workPart timeWork experience placementWork at office- ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...Full timeWork at officeImmediate start
$50k - $75k
...way. Role Description As Account Representative - State Farm Agent Team Member for Andrew... ...marketing relevant products and services. Grow your career as you better your community... ...customers with their insurance and financial services needs, including: Auto insurance...For contractorsWork at officeFlexible hours$60k - $80k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-...For contractorsFlexible hours- ...GreenState Credit Union Member Service Representative US-IL-Rockford Job ID: 2026-4755 # of Openings: 1 Category: Retail District... ...empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of...Hourly payWork at officeImmediate startMonday to FridayNight shift
$50k - $75k
...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... ...customers with their insurance and financial services needs, including: Auto insurance...For contractorsFlexible hours$60k - $80k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused,...For contractorsFlexible hours- Rivercity Insurance and Financial Services is seeking motivated Sales and Marketing professionals to grow within the insurance and financial services industry. This role is ideal for individuals with an interest or background in: Sales and client relationship management...
$60k - $75k
...success of a high-performing team? We are looking for a Customer Service / Office Manager to join our team and help ensure our office... ...located in Rockford, IL and help customers with their insurance and financial services needs, including: Auto insurance Home...Work at office- ...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a customer-...Hourly payFor contractorsFlexible hours
$60k - $80k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesEstablish customer relationships and follow up with customers, as needed.Use a customer-focused,...For contractors$60k - $80k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a...For contractors
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