Financial Services Representative
About The Position
World Finance is seeking an Overstaff Financial Services Representative to provide onsite support to multiple branch locations within an assigned region. The representative fills in for open or short-staffed positions, assists Branch Managers with smooth operations and growth goals, and helps ensure consistent company standards and customer experiences. The role requires daily travel between assigned branches and may also involve transporting funds to and from banks. Authorized travel time is compensated according to company policy, including applicable overtime calculations, and mileage reimbursement is provided for business use of a personal vehicle, excluding normal commuting. The hourly pay range is $15–$16. The representative guides customers toward responsible financial choices and upward credit mobility; assists with questions and products; processes loan applications, documents, renewals, payments, and closings; balances a cash drawer; and completes branch deposits. Additional duties include contacting approved applicants who have not completed loans, supporting tax services and tax-clientele growth, sending complete and accurate credit-denial letters within 30 days of application, and paying branch expenses as instructed by the Branch Manager. The job involves a fast-paced, high-demand office environment with frequent customer and coworker interaction and regular travel to branch locations. Extended hours, evenings, or weekends may occur. World Finance describes its workplace as focused on teamwork, community, respect, collaboration, and care. The company reports operating since 1962, serving more than one million customers annually, and having over 1,200 branches across 16 states.
Requirements
- 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.
- A 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.
- Process and prepare loan applications, documents, and renewals accurately.
- Take and process customer payments.
- Prepare and execute closings on current and renewal loans.
- Balance the assigned cash drawer daily and ensure transactions are accurate.
- Complete daily branch bank deposits and, as 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 applicants who have not completed loans to close loans daily.
- Support tax services and help build tax clientele.
- Send complete and accurate credit-denial letters within 30 days from the application date.
- Pay branch expenses as instructed by the Branch Manager.
Benefits
- Paid volunteer hours each year.
- Health, dental, vision, and life insurance available to full-time team members beginning the first of the month following 30 days.
- Paid holidays and vacation time.
- 401(k) with company match.
- Mileage reimbursement for business use of a personal vehicle, excluding normal commuting.
- Compensation for authorized travel time in accordance with company policy, including overtime calculations where applicable.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
