Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Representative

$15 - $17 per hour

World Finance

  • # Financial Services RepresentativeApplylocations: Montgomery, AL, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R18897The 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**$15–$17 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**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 purposesIt is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. The duties listed are the essential functions of this position. Reasonable accommodations may be made unless they create an undue hardship to the Company. Physical and environmental requirements are representative of those needed to successfully perform the job.
  • J-18808-Ljbffr World Finance

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative in Montgomery, AL vacancy
  •  ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern...  ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping... 
    Suggested
    Local area

    Modern Woodmen

    Montgomery, AL
    3 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial...  ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Montgomery, AL
    5 days ago
  •  ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will...  ...who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial... 
    Suggested

    WealthBridge Financial Group

    Montgomery, AL
    4 days ago
  •  ...Financial Aid/Scholarship Counselor Alabama State University, Office of Financial Aid,...  ...involvement in all areas of student financial aid services and administration including, but not...  ...as well as participating in webinars Represent the Financial Aid office at evening and... 
    Suggested
    Work at office
    Weekend work
    Afternoon shift

    Alabama State University

    Montgomery, AL
    3 days ago
  • $15 per hour

     ...Your Opportunity Customer Service Representative Easy Money Montgomery, AL As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Casual work
    Work at office
    Local area

    Community Choice Financial Family of Brands

    Montgomery, AL
    3 days ago
  •  ...the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health... 
    Work at office
    Immediate start

    Tyna Carter - State Farm Agent

    Montgomery, AL
    1 day ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Montgomery, AL
    3 days ago
  • $36k

     ...Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $36,000 per year (paid hourly... 
    Hourly pay
    Temporary work
    Work at office
    Flexible hours

    Republic Finance

    Montgomery, AL
    3 days ago
  •  ...completed within a high production-based environment and includes financial statement spreading into bank software or templates, creating...  ...combination of education and experience related to Financial Services, Banking, Credit Analysis, Loan Review or similar background... 
    Work experience placement
    Work at office

    First Horizon

    Montgomery, AL
    3 days ago
  •  ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...  ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Montgomery, AL
    1 hour ago
  •  ...Part-Time Financial Services Consultant What could an extra $1,000-$2,000 each month do for your household? We are helping teams find qualified candidates the chance to enter financial services on a part-time basis while working fully remotely. This means that you... 
    Weekly pay
    Part time
    Remote work
    Work from home

    Global Elite

    Montgomery, AL
    4 days ago
  •  ...Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality...  ...the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing... 
    Afternoon shift

    JPMorgan Chase

    Montgomery, AL
    2 days ago
  •  ...customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with...  ...relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Montgomery, AL
    14 hours ago
  •  ...Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality...  ...the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing... 
    Immediate start
    Afternoon shift

    Chase

    Montgomery, AL
    2 days ago
  • $38k - $42k

     ..., which helped build my passion for customer service, relationship-building, and helping people make informed financial decisions. Community involvement is a huge...  ...ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Tyna Carter... 
    For contractors
    Work at office
    Local area
    Immediate start
    Flexible hours

    State Farm

    Montgomery, AL
    1 day ago
  •  ...the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health... 
    Work at office
    Immediate start

    Tyna Carter - State Farm Agent

    Montgomery, AL
    3 days ago
  •  ...A financial service company offers a part-time remote position for qualified candidates in Montgomery, Alabama. The role involves client interaction, where you will present and explain insurance products and cultivate client relationships. The position provides comprehensive... 
    Weekly pay
    Part time
    Remote work
    Work from home

    AO Garcia Agency

    Montgomery, AL
    5 days ago
  • $130.9k - $154k

     ...ambitious mission to unlock economic freedom into a sustainable financial reality. We ensure the company's resources are deployed...  .... ~ Experience in a high-growth tech, fintech, or financial services environment with comfort operating across multiple concurrent... 
    Local area

    Coinbase

    Montgomery, AL
    1 day ago
  • $124.2k - $186.2k

     ...procedures; Protect data and individual privacy per requirements and regulations; Perform ongoing activities in compliance with service and contractual obligations; Participate in role-based training, completing assignments on a timely basis; Report security... 
    Local area
    Remote work

    Rubrik

    Montgomery, AL
    3 days ago
  •  ...neighbors and the businesses in our communities to reach their financial goals. Position Summary While the primary role of the...  ...all customers that walk into the Office Provide various account services to customers by receiving deposits and loan payments; cashing... 
    Work at office
    Night shift

    Kids For The Future

    Montgomery, AL
    1 day ago
  • $104.6k - $119.6k

     ...currently seeking a self-driven and motivated Financial Analyst to join the Over-The-Road and...  ...Base Pay & Benefits The base pay range represents the anticipated low and high end of the...  ...and territories, and can tailor our services to meet the unique needs of their businesses... 
    Remote work
    Flexible hours

    WEX Inc.

    Montgomery, AL
    2 days ago
  •  ...firewalls, IDS/IPS, endpoint protection, and cloud security services to identify potential threats and determine whether escalation...  ...requirements described in "Knowledge, Skills and Abilities" above are representative of those which must be met by an employee to successfully... 
    Contract work
    Work at office
    Shift work

    ASM Research, An Accenture Federal Services Company

    Montgomery, AL
    5 days ago
  • $22.55 - $33.82 per hour

     ..., deadline-driven environment and enjoys providing exceptional service while supporting critical loan operations functions. The successful...  ...Prior experience in banking, lending, loan operations, or financial services. Familiarity with consumer loan documentation, title... 
    Full time
    Work at office
    Remote work

    cPort Credit Union

    Montgomery, AL
    1 day ago
  • $72k - $90k

     ...Experience delivering project management in a professional services or consulting environment. Must have experience managing client...  ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at... 
    Full time
    Remote work
    Shift work

    World Wide Technology

    Montgomery, AL
    2 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... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Montgomery, AL
    2 days ago
  •  ..., and proactive cross selling. Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly...  ...educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish... 

    Valley National Bancorp

    Montgomery, AL
    5 days ago
  •  ...in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role...  ...by actively promoting and selling the bank’s products and services. This role emphasizes deepening client relationships through excellent... 
    Temporary work
    Work at office

    First Horizon

    Montgomery, AL
    5 days ago
  • $38k - $42k

     ...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual...  ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life... 
    For contractors
    Work at office
    Immediate start

    Tyna Carter - State Farm Agent

    Montgomery, AL
    3 days ago
  •  ...Insurance and Financial Services Position - State Farm Agent Team Member Full Time in Hampden, ME Position Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of Amanda LeClair - State Farm Agent. As a member... 
    Hourly pay
    Full time
    For contractors
    Work at office

    Leclairagency

    Montgomery, AL
    3 days ago
  • $101.23k - $172.36k

     ...ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients...  ...expressed an interest in CNR investment services. Develops "partnering" relationships with...  ...penalties and civil liability. *Represents basic qualifications for the position. To... 
    Remote work

    City National Bank

    Montgomery, AL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!