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Financial Services Representative

at World Finance in Fruitland, Idaho, United States

Job Description

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 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 

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Job Posting: 2632160

Posted On: Oct 27, 2026

Updated On: Oct 27, 2026

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