Financial Services Representative

World Finance • Watertown, WI

1d • Onsite

About The Position

World Finance, a multi-award-winning company, is seeking an energetic Financial Services Representative to guide customers on their financial journey. This role is the face of World Finance, requiring empathy, empowerment, and engagement with customers. The primary responsibility is to assist the Branch Manager in operating the branch effectively and efficiently, maximizing growth. This involves utilizing sound lending skills, maximizing potential profits, and adhering to policies for effective account collection. Providing excellent customer service is also essential for marketing the branch and Company culture. World Finance has been helping customers unlock their financial good since 1962, aiding in overall financial wellness and credit improvement through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is rooted in the communities it serves, aiming to help customers thrive by growing their credit and accessing more opportunities. The company prides itself on being a financial partner with heart, offering customer-focused services and a commitment to teamwork, community, and care.

Requirements

• Must be able to demonstrate self-confidence and organizational skills.
• A history of choosing kindness, showing compassion, and helping others.
• The willingness to seek quality-driven solutions and embrace new ideas.
• Absolute team player – pitching in when needed and accepting help, too.
• Basic computer skills.
• A valid driver’s license & access to a dependable vehicle.
• Reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.

Responsibilities

• Guide customers toward upward credit mobility through good financial choices.
• Provide top-tier customer service, assisting customers with questions, concerns, and products.
• Process and prepare loan applications.
• Take and process payments.
• Prepare loan documents and execute loan closing on current renewal loans.
• Balance assigned cash drawer daily.
• Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
• Maintain strong customer relationships and build community within your branch.
• Call approved and unmade applications to close loans daily.
• Help build tax clientele and provide tax services.
• Send complete and accurate credit denial letters within 30 days from the date of application.
• Pay branch expenses as instructed by Branch Manager.

Benefits

• Opportunity for internal growth and promotion (80% of Financial Services Reps promoted to management, 75% of Operations Executives moved up from similar roles).
• Paid volunteer hours each year.
• Health insurance (available to full time team members the 1st of the month following 30 days).
• Dental insurance (available to full time team members the 1st of the month following 30 days).
• Vision insurance (available to full time team members the 1st of the month following 30 days).
• Life insurance (available to full time team members the 1st of the month following 30 days).
• Paid holidays.
• Vacation time.
• 401(k) plan (including company match).
• Part of a team with clear values, strong community, and a sense of belonging.
• Work-life balance ("get you home for dinner").
• Opportunity to make a positive impact on the lives of the customers you serve.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed