Financial Services Pro - Branch Support & Growth

World-Finance-Company-of-Kentucky,-LLC

Bowling Green (KY)

On-site

USD 21,000 - 25,000

Full time

5 days ago
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Benefits offered by this job

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

Job summary

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches in Kentucky, delivering exceptional customer service and guiding clients toward sound financial decisions.

The role involves processing loan applications, handling payments, and executing closings while balancing cash drawers and deposits. Travel between branches is essential to maintain operations and meet growth goals.

Qualifications

  • Proven ability to provide excellent customer service.
  • Ability to balance cash drawer and process deposits.
  • Comfort with basic computer systems and data entry.

Responsibilities

  • Provide onsite support to multiple branches as assigned.
  • 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
Cash handling
Problem-solving
Teamwork
Computer literacy

Job description

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches in Kentucky, delivering exceptional customer service and guiding clients toward sound financial decisions.

The role involves processing loan applications, handling payments, and executing closings while balancing cash drawers and deposits. Travel between branches is essential to maintain operations and meet growth goals.

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