Financial Services Representative

• 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 (operating cash, interim deposits, daily deposits) to and from the bank.
• Maintain strong customer relationships and build community within your branch.
• Other duties include but are not limited to:

• 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 Branch Manager.

• 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, too.
• To perform this job successfully, an employee must have basic computer skills.
• A valid driver’s license & access to a dependable vehicle.

• We hire from within: we want to see you grow and climb in this company.

• Each year, we promote 80% of Financial Services Reps to management.
• 75% of World’s Operations Executives moved up from a similar role.
• We pay you to give back: employees get paid volunteer hours each year.
• Health, dental, vision, and life insurance are 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).
• Be part of a team with clear values, strong community, and a sense of belonging.
• We’ll get you home for dinner: your life outside of work is priority #1
• You’ll make a positive impact on the lives of the customers you serve.

• 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.

World Finance