Overstaff Financial Services Representative (Bilingual)
About The Position
World Finance is seeking a bilingual Overstaff Financial Services Representative (FSR) to provide onsite support to multiple branch locations within an assigned region. The role fills open or short-staffed positions, assists Branch Managers in maintaining smooth operations, delivers customer service, and helps branches meet growth goals. The Overstaff FSR upholds company standards, supports seamless customer experiences, and contributes to branch performance. The position involves daily travel between assigned branches and, as needed, transporting funds to and from banks. Reliable transportation is required. Authorized travel time is compensated according to company policy, including overtime calculations where applicable, and mileage reimbursement is available for business use of a personal vehicle, excluding normal commuting. Coverage areas can be discussed with the hiring manager. Hourly pay is $15–$17. The role is performed in standard indoor office settings and involves frequent travel, customer and coworker interaction, and a fast-paced, high-demand environment. Hours may extend into evenings or weekends. Full-time team members may access health, dental, vision, and life insurance beginning the first of the month following 30 days of employment.
Requirements
- Bilingual proficiency 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.
Responsibilities
- Provide onsite support to 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 for 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 application date.
- Pay branch expenses as instructed by the Branch Manager.
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.
- Mileage reimbursement for business use of a personal vehicle, excluding normal commuting.
- Authorized travel time compensation, 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
