Financial Services Representative

World Finance • Appleton, WI

1d • Onsite

About The Position

World Finance, a multi-award-winning company, is seeking an energetic Financial Services Representative to guide customers on their financial journey. This role is the face of World Finance, requiring empathy, empowerment, and engagement with customers. The primary responsibility is to assist the Branch Manager in operating the branch effectively and efficiently, maximizing growth, utilizing sound lending skills, and ensuring effective collection of accounts. Providing excellent customer service is crucial for marketing the branch and Company culture. Since 1962, World Finance has helped millions achieve financial wellness through personal loans and tax preparation, serving over one million customers annually across 1,200+ branches in 16 states. The company is 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.
• Regular, reliable attendance and punctuality are essential.

Responsibilities

• Assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth.
• Utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts.
• Provide excellent customer service which is an essential part of marketing the branch and Company culture.
• 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.
• 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.
• 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
• Number of Employees: 501-1,000 employees