Wfc - Plano, TX
posted 2 months ago
Part-time - Entry Level
Plano, TX
1,001-5,000 employees
Credit Intermediation and Related Activities
About the position
The Financial Services Representative at World Finance plays a crucial role in guiding customers on their financial journey while assisting the Branch Manager in the effective operation of the branch. This part-time position focuses on providing excellent customer service, processing loan applications, and maintaining strong customer relationships to maximize growth and profitability.
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 from the date of application.
- Pay branch expenses as instructed by Branch Manager.
Requirements
- Demonstrate self-confidence and organizational skills.
- A history of choosing kindness, showing compassion, and helping others.
- Willingness to seek quality-driven solutions and embrace new ideas.
- Ability to work as a team player and accept help when needed.
- Basic computer skills are required.
- A valid driver's license and access to a dependable vehicle.
Benefits
- 401(k) matching
- Dental insurance
- Life insurance
- Paid holidays
- Vision insurance
