Financial Services Representative

Overview

World Finance, a Top Workplace in the USA and two‑time winner of Newsweek’s Most Trustworthy Companies, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you’re the face of World Finance – empathizing, empowering, and engaging with our customers.

• 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, if required, transport money to and from the bank.
• Maintain strong customer relationships and build community within the 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 from the date of application.
• Pay branch expenses as instructed by the Branch Manager.

Hourly Pay: $15 – $17

• Must be able to demonstrate self‑confidence and organizational skills.
• A history of choosing kindness, showing compassion, and helping others.
• The willingness to seek quality‑driven solutions and embrace new ideas.
• Absolute team player – pitching in when needed and accepting help.
• Basic computer skills.
• A valid driver’s license and reliable transportation for transporting bank deposits and other required job responsibilities.

• 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 (including company match).
• Paid volunteer hours each year.
• Employee opportunity for growth: 80% of Financial Services Reps are promoted to management, and 75% of operations executives moved up from similar roles.

• Frequently stationary with regular movement throughout the office; 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.

Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.

It is the policy of World Finance to provide equal employment opportunity (EEO) 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 Finance will provide reasonable accommodations for qualified individuals with disabilities.