Financial Services Representative
Listed on 2026-07-17
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Finance & Banking
Bank Customer Service
About the Company
World Finance is a trusted financial services provider with a long history of helping customers achieve better credit and financial wellness. Based in Greenville, SC, the company operates more than 1,200 branches across 16 states and remains committed to community, teamwork, and customer‑centered service.
Position SummaryThe Financial Services Representative is the face of World Finance, guiding customers on their financial journey while supporting the Branch Manager in day‑to‑day branch operations.
What you’ll do- Guide customers toward upward credit mobility through sound financial choices.
- Provide top‑tier customer service, answering questions, resolving concerns, and recommending products.
- Process and prepare loan applications, take & process payments, and execute loan closings on renewal loans.
- Balance the assigned cash drawer daily and complete daily branch bank deposits, including transport of money to and from the bank.
- Maintain strong customer relationships and foster a sense of community within the branch.
- Close approved and unmade loan applications daily.
- Assist in building tax clientele and provide tax services.
- Send complete and accurate credit denial letters within 30 days of application.
- Pay branch expenses as instructed by the Branch Manager.
- Basic computer skills.
- Valid driver’s license and reliable transportation for bank deposit transport and other duties.
- Self‑confidence, strong organizational skills, and a proven ability to help others with kindness and compassion.
- Team player who embraces quality‑driven solutions and new ideas.
Full‑time team members receive health, dental, vision, and life insurance starting month one after 30 days of service, paid holidays, vacation time, a 401(k) plan with company match, paid volunteer hours, and the opportunity for internal promotion with over 80% of Financial Services Representatives advancing to management roles.
Physical Demands- Frequently stationary with regular movement throughout the office, including occasional climbing, kneeling, bending, twisting, and reaching.
- Occasional lifting up to 5 lbs. and exertion of up to 30 lbs. of force.
- Regular use of vision, hearing, fine motor skills, and verbal/written communication.
- Fast‑paced, high‑demand environment with shifting priorities and tight deadlines requiring professionalism, multitasking, adaptability, and collaboration.
- Occasional local travel and 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.
World Finance is an equal opportunity employer. We provide reasonable accommodations for qualified individuals with disabilities and do not discriminate on the basis of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.
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