Bilingual Financial Services Pro — Multi-Branch Support

WFC Limited Partnership; Bay Oaks (TX); On-site; USD 22,000 - 26,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid holidays

Vacation time

Volunteer hours

Job summary

World Finance seeks an Overstaff Financial Services Representative to provide on-site support across multiple branches in Texas. You will fill staffing gaps, guide customers toward responsible financial choices, process loan applications, collect payments, and help close loans.

A flexible, customer-first approach and reliable vehicle are essential to travel between branches daily. This role emphasizes teamwork with Branch Managers, strong service, and adherence to company standards.

Qualifications

• Experience delivering in-person customer service at financial service locations.
• Bilingual in English and Spanish is required.
• Commitment to accurate cash handling and deposits.
• Valid driver's license and reliable vehicle preferred.
• Willingness to travel daily between branches.

Responsibilities

• 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.

Skills

Customer service

Bilingual English/Spanish

Cash handling

Driver's license

Travel readiness

Job description

World Finance seeks an Overstaff Financial Services Representative to provide on-site support across multiple branches in Texas. You will fill staffing gaps, guide customers toward responsible financial choices, process loan applications, collect payments, and help close loans.

A flexible, customer-first approach and reliable vehicle are essential to travel between branches daily. This role emphasizes teamwork with Branch Managers, strong service, and adherence to company standards.