Financial Services Representative (Temporary/ Bilingual)

Wfc - Houston, TX

Full-time - Entry Level

Houston, 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 position focuses on providing excellent customer service, processing loan applications, and maintaining strong customer relationships, all while promoting the company's values and community engagement.

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

• Bilingual required
• Valid driver's license and access to a dependable vehicle
• Basic computer skills
• Demonstrated self-confidence and organizational skills
• History of choosing kindness and showing compassion
• Willingness to seek quality-driven solutions and embrace new ideas
• Team player who is willing to pitch in and accept help.

Benefits

• Paid holidays
• Dental insurance
• Vision insurance
• 401(k) matching
• Life insurance