Overstaff Financial Services Representative (Bilingual)
About The Position
The Overstaff Financial Services Representative (Bilingual) provides onsite support to multiple branch locations within an assigned region. The role assists Branch Managers in maintaining smooth operations, delivering customer service, and meeting growth goals. The representative fills in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance. The position requires daily travel between assigned branches and to banks. Authorized travel time is compensated under company policy, including applicable overtime calculations, and business mileage using a personal vehicle is reimbursed, excluding normal commuting. Specific coverage areas can be discussed with the hiring manager. This is a fast-paced, high-demand role in standard indoor office settings. It involves frequent customer and coworker interaction, regular movement around office environments, and frequent travel that may include extended hours, evenings, or weekends. Reliable attendance and punctuality are essential.
Requirements
- Bilingual fluency in English and Spanish.
- Valid driver’s license and access to a dependable vehicle.
- Basic computer proficiency and comfort learning new systems.
- 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, with willingness to pitch in, learn, and lead by example.
- Regular, reliable attendance and punctuality.
- Ability to communicate clearly and professionally with customers and coworkers.
Responsibilities
- Provide onsite support to multiple branches as assigned, 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 the company’s values at each supported branch.
- Collaborate with Branch Managers and team members to meet performance goals.
- Call approved and unmade applications daily to close loans.
- Support tax services and help build tax clientele.
- Send complete and accurate credit denial letters within 30 days from the date of application.
- Pay branch expenses as instructed by the Branch Manager.
- Travel daily to assigned branches and make bank deposits as needed.
Benefits
- Health insurance available to full-time team members beginning the first of the month following 30 days.
- Dental insurance available to full-time team members beginning the first of the month following 30 days.
- Vision insurance available to full-time team members beginning the first of the month following 30 days.
- Life insurance available to full-time team members beginning the first of the month following 30 days.
- Paid holidays.
- Vacation time.
- 401(k) with company match.
- Paid volunteer hours each year.
- Authorized travel time compensation, including overtime calculations where applicable.
- Mileage reimbursement for business use of personal vehicles, excluding normal commuting.
- Growth opportunities and established career paths.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
