Financial Services Representative

Overview

World Finance, a recognized Top Workplace, is seeking a Financial Services Representative to guide customers on their financial journey.

$15 - $17 per hour.

• Guide customers toward upward credit mobility through sound financial choices.
• Provide top‑tier customer service, assisting customers with questions, concerns, and products.
• Process and prepare loan applications, and take and process payments.
• Prepare loan documents and execute loan closing on current renewal loans.
• Balance assigned cash drawer daily and complete the daily branch bank deposit, transporting money as needed.
• 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.

• Basic computer skills.
• Valid driver’s license and reliable transportation to transport bank deposits and fulfill other responsibilities.
• Self‑confidence, strong organization, compassion, and team‑player mindset.
• Willingness to seek quality‑driven solutions and embrace new ideas.

• Health, dental, vision, and life insurance for full‑time team members after 30 days.
• Paid holidays, vacation time, and a 401(k) plan with company match.
• Employees receive paid volunteer hours each year.
• Opportunity to grow within the company; 80% of Financial Services Reps are promoted to management.

• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs.; 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 interaction with customers and coworkers; 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. World Finance will provide accommodations unless they would impose an undue hardship.

Note that this job description is not a comprehensive listing of all duties and may be modified at any time to meet business needs.

World Finance provides equal employment opportunity to all persons regardless of age, color, national origin, citizenship status, disability, race, religion, creed, gender, sex, sexual orientation, gender identity, and any other characteristic protected by federal, state, or local law. In addition, World Finance will provide reasonable accommodations for qualified individuals with disabilities.