Overstaff Financial Services Representative (Bilingual)

World Finance • Oklahoma City, OK

11d • Onsite

About The Position

The Overstaff Financial Services Representative (FSR) provides onsite support to multiple branch locations within an assigned region, filling open or short-staffed positions as needed. The role assists Branch Managers in maintaining smooth branch operations, delivering exceptional customer service, meeting growth goals, and upholding company standards. The representative builds customer relationships, guides customers toward responsible financial choices and improved credit mobility, and contributes to branch performance. Bilingual fluency in English and Spanish is required. The position pays $15–$17 per hour and requires daily travel between assigned branches, including travel for bank deposits. Authorized travel time is compensated in accordance with company policy, including overtime calculations where applicable, and mileage reimbursement is provided for business use of a personal vehicle, excluding normal commuting.

The work takes place in standard indoor office settings and involves frequent customer and coworker interaction in a fast-paced, high-demand environment. Regular attendance and punctuality are essential. The role may involve extended hours, evenings, or weekends. Physical activities include frequent stationary work and movement around offices; occasional climbing, kneeling, bending, twisting, and reaching; and occasional lifting of up to 5 pounds and exertion of up to 30 pounds of force. Regular use of vision, hearing, fine motor skills, and verbal and written communication is required.

World Finance describes a growth-minded culture, career paths into management, paid volunteer hours, and a focus on respect, collaboration, and customer care. Full-time team members can access health, dental, vision, and life insurance beginning the first of the month after 30 days, as well as paid holidays, vacation time, and a 401(k) with company match.

Requirements

• Bilingual in English and Spanish.
• Demonstrated self-confidence, organization, and adaptability.
• A history of kindness, compassion, and helping others succeed.
• A quality-focused, problem-solving mindset and openness to new ideas.
• A team-oriented approach and willingness 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.
• Regular, reliable attendance and punctuality.

Responsibilities

• Provide onsite support to multiple assigned branches, filling in for open or short-staffed positions.
• Guide customers toward upward credit mobility through responsible financial choices.
• Assist customers with questions, concerns, and available products while delivering high-quality customer service.
• Process and prepare loan applications, documents, and renewals accurately.
• Take and process customer payments.
• Prepare and execute closings for new and renewal loans.
• Balance the assigned cash drawer daily and ensure transaction accuracy.
• Complete daily branch bank deposits and, when needed, transport funds to and from the bank.
• Maintain customer relationships and represent company values at each supported branch.
• Collaborate with Branch Managers and team members to meet performance goals.
• Call approved but unmade applications to close loans daily.
• Support tax services and help build tax clientele.
• Send complete and accurate credit denial letters within 30 days of the application date.
• Pay branch expenses as instructed by the Branch Manager.
• Travel daily between assigned branches and to make bank deposits.

Benefits

• Paid volunteer hours each year.
• Health insurance available to full-time team members beginning the first of the month following 30 days.
• Dental insurance available to full-time team members beginning the first of the month following 30 days.
• Vision insurance available to full-time team members beginning the first of the month following 30 days.
• Life insurance available to full-time team members beginning the first of the month following 30 days.
• Paid holidays.
• Vacation time.
• 401(k) with company match.
• Mileage reimbursement for business use of personal vehicles, excluding normal commuting.
• Compensation for authorized travel time under company policy, including overtime calculations where applicable.

What This Job Offers

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