Overstaff Financial Services Representative (Bilingual)
About The Position
World Finance is seeking an Overstaff Financial Services Representative to join their dynamic team and support multiple branches as needed. This role involves stepping in where most needed to provide exceptional service, build customer relationships, and help them achieve their financial goals. The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region, assisting Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR upholds company standards, provides seamless customer experiences, and strengthens branch performance.
Requirements
- Demonstrated self-confidence, organization, and adaptability.
- A history of kindness, compassion, and helping others succeed.
- A mindset focused on quality, problem-solving, and openness to new ideas.
- Team-oriented approach – willing to pitch in, learn, and lead by example.
- Basic computer proficiency and comfort learning new systems.
- Valid driver’s license and access to a dependable vehicle.
- Reliable transportation for daily travel to assigned branches and bank deposits.
- Must be able to perform the essential functions of this position with or without reasonable accommodation.
Responsibilities
- Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
- Guide customers toward upward credit mobility through responsible financial choices.
- Deliver top-tier customer service by assisting with questions, concerns, and available products.
- Process and prepare loan applications, documents, and renewals accurately.
- Take and process customer payments.
- Prepare and execute loan closings on current and renewal loans.
- Balance assigned cash drawer daily and ensure all transactions are accurate.
- Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
- Maintain strong customer relationships and represent the company’s values in every branch supported.
- Collaborate with Branch Managers and team members to meet performance goals.
- Calling approved and unmade applications to close loans daily.
- Supporting tax services and helping build tax clientele.
- Sending complete and accurate credit denial letters within 30 days from the date of application.
- Paying branch expenses as instructed by the Branch Manager.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Paid holidays
- Vacation time
- 401(k) with company match
- Paid volunteer hours
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
