Financial Services Advisor — Growth & Community Impact

World Finance

Louisa (VA)

On-site

USD 21,000 - 23,000

Full time

14 days+
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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
401(k) plan with company match
Paid holidays and vacation

Job summary

World Finance, winner of the Top Workplaces USA award for five years in a row, is seeking a Financial Services Representative to guide customers on their financial journey at our Virginia branch. You will support the Branch Manager to maximize growth and ensure excellent service.

The role emphasizes empathy, cash handling, loan processing, and community engagement, with a pay range of $15–$17 per hour and full-time benefits after introductory period.

Qualifications

  • 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.
  • To perform this job successfully, an employee must have basic computer skills.
  • A valid driver’s license & access to a dependable vehicle.

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.

Skills

Customer service
Sales skills
Organization
Empathy
Team player
Basic computer skills
Driver's license

Job description

World Finance, winner of the Top Workplaces USA award for five years in a row, is seeking a Financial Services Representative to guide customers on their financial journey at our Virginia branch. You will support the Branch Manager to maximize growth and ensure excellent service.

The role emphasizes empathy, cash handling, loan processing, and community engagement, with a pay range of $15–$17 per hour and full-time benefits after introductory period.

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