Financial Services Associate: Loans, Tax & Growth

World Finance; Paducah (KY); On-site; USD 21,000 - 23,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Volunteer time

Performance-based bonuses

Job summary

World Finance is seeking a Financial Services Representative in Paducah, KY to assist customers with loan applications, tax services, and related financial products, while building long-term relationships at the branch.

You will handle a high-volume of customer interactions, explain terms clearly, process paperwork accurately, and support team goals in a friendly, office-based environment with comprehensive benefits and growth opportunities.

Qualifications

• 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.
• Must be able to independently perform bank runs, including transporting deposits.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound outreach for collections, tax services, and new business generation; thrive in a high-volume, phone-intensive environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• 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.

Skills

Sales

Customer service

Collections

Account management

Communication

Problem-solving

Organizational skills

Data entry

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative in Paducah, KY to assist customers with loan applications, tax services, and related financial products, while building long-term relationships at the branch.

You will handle a high-volume of customer interactions, explain terms clearly, process paperwork accurately, and support team goals in a friendly, office-based environment with comprehensive benefits and growth opportunities.