Financial Services Representative (Bilingual)
RG&T Solutions · Dallas, TX · Today
SalesFull-time
About the role
The Financial Services Representative (FSR) drives loan sales, manages past-due accounts, prepares tax returns, and assists customers with their financial needs.
Responsibilities
- Conducting high-volume outbound calls for collections and new business
- Closing loans and explaining terms
- Handling in-person customer interactions for loan applications and tax services
- Processing payments, updating accounts, and maintaining accurate records
- Balancing cash and performing bank deposits
- Ensuring compliance with policies and regulations
Qualifications
- High school diploma or equivalent
- Sales, customer service, or collections experience with proven results
- Strong communication and organizational skills
- Bilingual in Spanish
Requirements
The role requires reliable transportation and the ability to obtain necessary licenses, as well as professionalism in a fast-paced, customer-focused environment.
Benefits
Opportunities for performance-based earnings, advancement, and community involvement are offered.