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Financial Services Representative

Job in Beaver Dam, Dodge County, Wisconsin, 53917, USA
Listing for: WAC-WI World Finance Corporation of Wisconsin
Full Time position
Listed on 2026-06-02
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 15 - 19 USD Hourly USD 15.00 19.00 HOUR
Job Description & How to Apply Below

Overview

World Finance is looking for a Financial Services Representative to guide customers on their financial journey and help branch operations grow.

Key Responsibilities
  • Guide customers toward upward credit mobility through good financial choices.
  • Provide top-tier customer service, assisting customers with questions, concerns, and products.
  • Process and prepare loan applications; take and process payments.
  • Prepare loan documents and execute loan closing on current renewal loans.
  • Balance assigned cash drawer daily; prepare and complete the daily branch bank deposit and transport money to and from the bank.
  • Maintain strong customer relationships and build community within your branch.
  • Call approved and unmade applications to close loans daily; help build tax clientele and provide tax services.
  • Send complete and accurate credit denial letters within 30 days of application.
  • Pay branch expenses as instructed by Branch Manager.
Qualifications
  • Basic computer skills.
  • Valid driver's license and reliable transportation to transport bank deposits and fulfill other responsibilities.
  • Self-confidence and organizational skills.
  • History of choosing kindness, showing compassion, and helping others.
  • Willingness to seek quality-driven solutions and embrace new ideas.
  • Team player who pitches in when needed and accepts help.
Compensation and Benefits

Hourly Pay: $15 - $19 per hour.

  • Health, dental, vision, and life insurance available to full-time team members the 1st of the month following 30 days.
  • Paid holidays, vacation time, and a 401(k) plan with company match.
  • Paid volunteer hours.
Physical Demands and Working Conditions
  • Frequently stationary with regular movement; occasional climbing, kneeling, bending, twisting, and reaching.
  • Occasionally lifts up to 5 lbs and may exert up to 30 lbs of force (e.g., opening file drawers).
  • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
  • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
  • Occasional local travel; may include extended hours, evenings, or weekends.
  • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
  • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
  • Regular, reliable attendance and punctuality are essential.
Equal Employment Opportunity

World Acceptance Corporation provides equal employment opportunity to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Essential

Functions

Employees must be able to perform the essential functions of this position with or without reasonable accommodation unless doing so would impose an undue hardship.

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