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Financial Services Representative; Bilingual

Job in Pleasanton, Atascosa County, Texas, 78064, USA
Listing for: WAC-TX WFC Limited Partnership
Full Time position
Listed on 2026-05-30
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 35000 - 55000 USD Yearly USD 35000.00 55000.00 YEAR
Job Description & How to Apply Below
Position: Financial Services Representative (Bilingual)

Financial Services Representative – guide customers on their financial journey.

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 possibly 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
  • Demonstrated self-confidence and organizational skills.
  • History of kindness, compassion, and helping others.
  • Willingness to seek quality-driven solutions and embrace new ideas.
  • Team player who pitches in when needed.
  • Basic computer skills.
  • Valid driver’s license and reliable transportation for independent transport of bank deposits.
Benefits
  • Health, dental, vision, and life insurance available to full‑time team members beginning the month following 30 days of employment.
  • Paid holidays, vacation time, and a 401(k) plan with company match.
  • Paid volunteer hours each year.
Physical Demands
  • 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.
  • 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.
EEO Statement

In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities. 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. 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.

Equal

Employment Opportunity

The policy of World Acceptance Corporation 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 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.

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