Bilingual Onsite Financial Services Rep

World Finance; Salt Lake City (UT); On-site; USD 23,000 - 28,000; Full time

Job summary

World Finance is seeking an Onsite Financial Services Representative in Salt Lake City, UT. The role supports multiple branches, delivers exceptional customer service, processes loan applications, and helps with tax-related client growth.

A bilingual English/Spanish speaker with a valid driver’s license is preferred. The position is full-time and requires daily travel between branches, with compensation based on an hourly rate.

Qualifications

• Bilingual fluency in English and Spanish.
• Valid driver’s license and access to a dependable vehicle.
• Demonstrated strong customer service and problem-solving abilities.
• Basic computer proficiency and ability to learn new systems.

Responsibilities

• Provide onsite support to multiple branches as assigned, covering open or short-staffed locations.
• Guide customers toward responsible financial choices.
• Deliver top-tier customer service and assist with questions and products.
• 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.
• Complete daily branch bank deposits and transport funds as needed.
• Maintain strong customer relationships and represent World Finance values.
• Collaborate with Branch Managers to meet performance goals.
• Other duties as assigned, including calling approved/unmade loan applications to close loans daily.
• Support tax services and help build tax clientele.
• Send denial letters within 30 days of application, as required.
• Pay branch expenses as instructed by the Branch Manager.

Skills

Bilingual English/Spanish

Customer service

Cash handling

Basic computer skills

Team oriented

Tools

MS Office

Job description

World Finance is seeking an Onsite Financial Services Representative in Salt Lake City, UT. The role supports multiple branches, delivers exceptional customer service, processes loan applications, and helps with tax-related client growth.

A bilingual English/Spanish speaker with a valid driver’s license is preferred. The position is full-time and requires daily travel between branches, with compensation based on an hourly rate.