Financial Services Representative

World Finance • Charleston West, SC

1d • Onsite

About The Position

World Finance, a multi-award-winning company recognized as a Top Workplace USA for five consecutive years and a two-time winner of Newsweek’s Most Trustworthy Companies award, is seeking an energetic Financial Services Representative. This role is designed to guide customers on their financial journey, serving as the face of World Finance by empathizing, empowering, and engaging with customers. The primary responsibility of this position is to assist the Branch Manager in the effective and efficient operation of the branch, with a focus on maximizing growth. This includes utilizing sound lending skills, maximizing potential profits, and adhering to company policies for effective collection of accounts. Providing excellent customer service is an essential component of marketing the branch and upholding the Company culture. Since its establishment in 1962, World Finance has helped millions of individuals achieve financial wellness and improve their credit. Based in Greenville, SC, the company serves over one million customers annually across more than 1,200 branches in 16 states, offering services such as personal loans and tax preparation. World Finance prides itself on being a financial partner with heart, committed to teamwork, community, and care, with the goal of helping customers thrive and access more opportunities.

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.
• Must possess a valid driver’s license & 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

• We hire from within: we want to see you grow and climb in this company.
• Each year, we promote 80% of Financial Services Reps to management.
• 75% of World’s Operations Executives moved up from a similar role.
• We pay you to give back: employees get paid volunteer hours each year.
• Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
• Paid holidays, vacation time, and a 401(k) plan (including company match).
• Be part of a team with clear values, strong community, and a sense of belonging.
• We’ll get you home for dinner: your life outside of work is priority #1
• You’ll 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