This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
About the position
As a Financial Services Representative at World Finance, you will play a crucial role in guiding customers on their financial journey. Your primary responsibility will be to assist the Branch Manager in operating the branch effectively and efficiently, with a focus on maximizing growth. This position requires you to utilize sound lending skills to maximize potential profits while adhering to company policies for effective account collection. Providing excellent customer service is essential, as it is a key component of marketing the branch and promoting the company culture. In this role, you will guide customers toward upward credit mobility by helping them make informed financial choices. You will be responsible for processing and preparing loan applications, taking and processing payments, and preparing loan documents for closing on current renewal loans. Daily tasks will also include balancing your assigned cash drawer, preparing and completing the daily branch bank deposit, and possibly transporting money to and from the bank. Building strong customer relationships and fostering a sense of community within your branch will be vital to your success. Additional duties may include following up on approved and unmade applications to close loans, assisting in building tax clientele and providing tax services, and sending complete and accurate credit denial letters within 30 days of application. You will also be responsible for paying branch expenses as instructed by the Branch Manager, ensuring that all operations run smoothly and efficiently.
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
- 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.
- Basic computer skills are required.
- A valid driver's license & access to a dependable vehicle.
Benefits
- Health, dental, vision, and life insurance are available to full-time Team Members.
- Paid holidays and vacation time.
- 401(k) plan (including company match).
- Paid volunteer hours each year.
