Financial Services Representative

World Finance•Mexico, MO

1d•Onsite

About The Position

World Finance, a multi-award-winning company recognized as a Top Workplace USA for five years and Newsweek’s Most Trustworthy Companies, is seeking an energetic Financial Services Representative. This role is crucial for guiding customers on their financial journey, acting as the face of World Finance by empathizing, empowering, and engaging with them. The primary responsibility is to assist the Branch Manager in operating the branch effectively and efficiently to maximize growth. This involves utilizing sound lending skills, maximizing potential profits, and adhering to policies for effective collection of accounts. Providing excellent customer service is an essential part of marketing the branch and Company culture. Since 1962, World Finance has helped millions achieve financial wellness, improve credit, and turn financial possibilities into reality through personal loans and tax preparation across over 1,200 branches in 16 states.

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.
Regular, reliable attendance and punctuality are essential.

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 World’s Operations Executives moved up from a similar role).
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).
Being part of a team with clear values, strong community, and a sense of belonging.
Work-life balance (prioritizing life outside of work).
Opportunity to make a positive impact on the lives of the customers you serve.