Bilingual Financial Services Rep - Travel & Onsite Support

World Finance; Tulsa (OK); In loco; USD 21.000 - 25.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid holidays

Vacation time

401(k) with company match

Descrizione del lavoro

World Finance is seeking a full-time Financial Services Representative in Tulsa, OK. You will provide onsite support across branches, assist Branch Managers, and deliver exceptional customer service while helping branches meet growth goals.

Responsibilities include processing loan documents, handling payments, balancing cash, and supporting tax services. A valid driver’s license and reliable vehicle are required for daily branch travel.

Competenze

• Must be fluent in English and Spanish.
• Demonstrated customer service skills and ability to handle transactions accurately.
• Valid driver’s license and reliable transportation are required.
• Willingness to travel between branches as needed.

Mansioni

• Provide onsite support to multiple branches as assigned.
• Guide customers toward responsible financial choices and up-sell products where appropriate.
• Process and prepare loan applications, documents, and renewals accurately.
• Take and process customer payments and balance cash drawer daily.
• Prepare and execute loan closings on current and renewal loans.

Conoscenze

Bilingual (English/Spanish)

Customer service

Cash handling

Multi-branch support

Descrizione del lavoro

World Finance is seeking a full-time Financial Services Representative in Tulsa, OK. You will provide onsite support across branches, assist Branch Managers, and deliver exceptional customer service while helping branches meet growth goals.

Responsibilities include processing loan documents, handling payments, balancing cash, and supporting tax services. A valid driver’s license and reliable vehicle are required for daily branch travel.