Bilingual Financial Services Representative — Branch Support

World Finance; Tulsa (OK); Hybrid; USD 21,000 - 25,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid holidays

Vacation time

401(k) match

Volunteer hours

Job summary

World Finance is seeking an Overstaff Financial Services Representative (Bilingual) to provide onsite support across multiple Tulsa-area branches. You will assist branch managers, help customers with loan applications, payments, closings, and deposits, and you’ll help build tax clientele while promoting company standards.

The role emphasizes customer service, accuracy, and teamwork. A valid driver’s license and reliable vehicle are required for daily branch travel across the assigned region.

Qualifications

• Fluent in English and Spanish, both written and spoken.

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.
• Calling approved and unmade applications to close loans daily; support tax services and help build tax clientele; send complete and accurate credit denial letters within 30 days; pay branch expenses as instructed.

Skills

Bilingual (English/Spanish)

Job description

World Finance is seeking an Overstaff Financial Services Representative (Bilingual) to provide onsite support across multiple Tulsa-area branches. You will assist branch managers, help customers with loan applications, payments, closings, and deposits, and you’ll help build tax clientele while promoting company standards.

The role emphasizes customer service, accuracy, and teamwork. A valid driver’s license and reliable vehicle are required for daily branch travel across the assigned region.