Financial Services Representative
The Financial Services Representative at Confidential Client is an entry-level sales and finance role focused on developing expertise in commercial vehicle financing. The position involves managing customer and dealership relationships, prospecting new business, assisting with financing applications, and collaborating with lenders to drive business growth. This role offers hands-on training, career advancement opportunities, and exposure to the transportation finance industry within a leading commercial vehicle dealership group.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Position Overview
Confidential Client is seeking a motivated, customer-focused Financial Services Representative to join their commercial finance team in Reading, PA. This entry-level sales/finance role is ideal for candidates who want hands-on training, a clear career path into commercial lending, and daily interaction with customers, dealerships, and lending partners.
What You’ll Do
- Learn all aspects of commercial finance, including credit analysis, lending programs, and dealer financing.
- Develop and manage relationships with customers and dealership partners.
- Prospect for new business and generate leads through outbound outreach and referral networks.
- Identify new financing opportunities from underutilized customer accounts and applications.
- Partner with lenders on joint marketing campaigns to drive customer engagement.
- Assist customers with financing applications and documentation.
- Explain financing options and guide customers through the approval process.
- Follow up on leads and applications to maximize funding rates and customer satisfaction.
- Maintain accurate customer records in CRM and internal systems.
- Collaborate with internal teams and lending partners to support sales and funding objectives.
- Participate in training and development programs to grow finance, sales, and relationship management skills.
What We’re Looking For
- Bachelor’s degree preferred, or equivalent sales, customer service, or business experience.
- Strong interest in building a career in finance, lending, sales, or business development.
- Excellent communication and interpersonal skills.
- Self-motivated and able to work independently while managing competing priorities.
- Strong organizational skills and attention to detail.
- Comfortable making outbound calls and proactively engaging customers.
- Proficiency with Microsoft Office and CRM/business systems.
- Ability to analyze information, solve problems, and make sound business decisions.
- Bilingual candidates encouraged to apply.
Compensation & Employment Details
- Employment type: Full time
- Estimated pay: $53,887 per year (estimated)
Why Join Confidential Client
- Clear career path into commercial finance and lending with hands-on training and mentorship.
- Opportunity to develop sales, finance, and relationship management expertise.
- Exposure to leading lenders and transportation industry partners.
- Competitive compensation and growth opportunities within a larger finance organization.
- Comprehensive benefits package including medical, dental, vision, 401(k) match, paid time off, and employee discounts (details vary by location).
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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