Overstaff Financial Services Representative (Bilingual)

World Finance • Salt Lake, UT

5d • Onsite

About The Position

The Overstaff Financial Services Representative (Bilingual) provides 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, provides customer service, and helps branches meet growth goals. The representative travels between assigned branches and may also make bank deposits. The position pays $17–$20 per hour.

The representative helps customers make responsible financial choices and work toward upward credit mobility. Duties include handling loan applications, documents, renewals, closings, and payments; balancing a cash drawer; completing bank deposits; and maintaining customer relationships. Additional tasks include calling approved and unmade applications to close loans, supporting tax services and tax clientele development, sending credit denial letters within 30 days of application, and paying branch expenses as instructed by the Branch Manager.

Daily travel between branches is required. Authorized travel time is compensated under company policy, including applicable overtime calculations, and mileage reimbursement is provided for business use of a personal vehicle, excluding normal commuting. The work takes place in standard indoor office settings and involves frequent customer and coworker interaction in a fast-paced, high-demand environment. Travel may include extended hours, evenings, or weekends.

Full-time team members can access health, dental, vision, and life insurance beginning the first of the month following 30 days of employment. Other stated offerings include paid holidays, vacation time, a 401(k) with company match, and paid volunteer hours.

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 team-oriented approach, including willingness to pitch in, learn, and lead by example.
• Regular, reliable attendance and punctuality.

Nice To Haves

• A history of kindness, compassion, and helping others succeed.
• A quality-focused, problem-solving mindset and openness to new ideas.

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 company values at supported branches.
• Collaborate with Branch Managers and team members to meet performance goals.
• Call approved and unmade applications 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.
• Travel daily between assigned branches and to banks 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.
• Mileage reimbursement for business use of personal vehicles, excluding normal commuting.
• Compensation for authorized travel time under company policy, including overtime calculations where applicable.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed