Financial Services Representative

World Finance • Lampasas, TX

2d • 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 pivotal in guiding customers on their financial journey, serving as the empathetic, empowering, and engaging face of World Finance. The primary responsibility is to assist the Branch Manager in the effective and efficient operation of the branch 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, celebrating hundreds of thousands of customers who improve their credit annually. Based in Greenville, SC, World Finance reaches over one million customers each year through services like personal loans and tax preparation, operating over 1,200 branches in 16 states. The company is deeply rooted in the communities it serves, committed to teamwork, community, and care, aiming to help customers thrive, grow their credit, 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

• Opportunity for internal growth and promotion (80% of Financial Services Reps promoted to management each year).
• 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).
• Be 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.

What This Job Offers

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