Overstaff Financial Services Representative (Temp to Hire)

World Finance • Seneca, SC

8d • Onsite

About The Position

The Overstaff Financial Services Representative provides onsite support to multiple branch locations within an assigned region, filling in for open or short-staffed positions. The role assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, meeting growth goals, and upholding company standards. The representative travels between assigned branches and helps customers make responsible financial choices, build credit, and work toward their financial goals.

This position processes loan applications, documents, renewals, payments, and closings; balances a cash drawer; and completes branch bank deposits, including transporting funds when needed. Additional duties include calling approved applicants to close loans, supporting tax services and tax-client growth, sending accurate credit denial letters within 30 days of application, and paying branch expenses as directed by the Branch Manager. Authorized travel time is compensated according to company policy, including overtime calculations where applicable, and business mileage in a personal vehicle is reimbursed, excluding normal commuting.

The role requires daily travel to assigned branches and banks, reliable attendance, professionalism, and adaptability in a fast-paced environment. Work takes place in indoor office settings with frequent customer and coworker interaction. Travel may involve extended hours, evenings, or weekends. The position is listed as temp to hire and pays $17–$18 per hour.

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, with willingness to pitch in, learn, and lead by example.
• Basic computer proficiency and comfort learning new systems.
• 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 for current and renewal loans.
• Balance the assigned cash drawer daily and ensure transaction accuracy.
• Complete daily branch bank deposits and transport funds to and from the bank as needed.
• Maintain customer relationships and represent company values at supported branches.
• Collaborate with Branch Managers and team members to meet performance goals.
• Call approved applicants whose loans have not been made to close loans daily.
• Support tax services and help build tax clientele.
• Send complete and accurate credit denial letters within 30 days of the application date.
• Pay branch expenses as instructed by the Branch Manager.

Benefits

• Paid volunteer hours each year.
• 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.
• Authorized travel time compensated according to company policy, including overtime calculations where applicable.
• Mileage reimbursement for business use of a personal vehicle, excluding normal commuting.

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed