Financial Services Representative

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, 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.

The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.

$18

• Provide onsite support to multiple branches as assigned, filling in for open or short‑staffed positions.
• Guide customers toward upward credit mobility through responsible financial choices.
• Deliver top‑tier customer service by assisting with questions, concerns, and available products.
• Process and prepare loan applications, documents, and renewals accurately.
• Take and process customer payments.
• Prepare and execute loan closings on current and renewal loans.
• Balance assigned cash drawer daily and ensure all transactions are accurate.
• Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
• Maintain strong customer relationships and represent the company’s values in every branch supported.
• Collaborate with Branch Managers and team members to meet performance goals.

• Calling approved and unmade applications to close loans daily.
• Supporting tax services and helping build tax clientele.
• Sending complete and accurate credit denial letters within 30 days from the date of application.
• Paying branch expenses as instructed by the Branch Manager.

• Reliable transportation for daily travel to assigned branches and bank deposits.
• Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
• Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
• Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.

• Demonstrated self‑confidence, organization, and adaptability.
• A history of kindness, compassion, and helping others succeed.
• A mindset focused on quality, problem‑solving, and openness to new ideas.
• Team‑oriented approach – willing to pitch in, learn, and lead by example.
• Basic computer proficiency and comfort learning new systems.
• Valid driver’s license and access to a dependable vehicle.

• Growth‑minded culture: 80% of our Financial Services Representatives are promoted to management.
• Proven career paths: 75% of our Operations Executives began in similar roles.
• Community connection:
  Paid volunteer hours each year to give back.
• Comprehensive benefits:
  Health, dental, vision, and life insurance available to full‑time team members beginning the 1st of the month following 30 days.
• Work‑life balance:
  Paid holidays, vacation time, and 401(k) with company match.
• Belonging & purpose:
  Join a team built on respect, collaboration, and genuine care.
• Make an impact:
  Help customers build stronger financial futures every day.

Frequently stationary with regular movement throughout office environments. 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 requiring professionalism and adaptability. Frequent travel to branch locations; may include extended hours, evenings, or weekends.

Standard indoor office settings with typical noise, lighting, and temperature. Frequent customer and coworker…