Financial Services Representative

WAC-AL World Acceptance Corporation of Alabama; Idaho; On-site; USD 10,000 - 60,000; Full time

Job summary

Join a dynamic team as a Financial Services Representative at a leading financial services firm. This role empowers you to guide customers on their financial journey, providing essential support and excellent service. You will assist in loan processing, maintain customer relationships, and contribute to the branch's success. With a strong emphasis on community and personal growth, this position offers a rewarding opportunity to make a positive impact in people's lives while enjoying a supportive work environment. If you're passionate about helping others and eager to grow your career, this is the perfect opportunity for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Plan

Paid Holidays

Paid Volunteer Hours

Vacation Time

Qualifications

• Experience in customer service and financial services.
• Strong organizational and self-confidence skills.

Responsibilities

• Guide customers in making sound financial choices.
• Assist with loan applications and customer inquiries.
• Maintain strong customer relationships within the branch.

Skills

Customer Service

Organizational Skills

Self-Confidence

Problem-Solving

Education

High School Diploma

Tools

Basic Computer Skills

Job description

Financial Services Representative page is loaded

Financial Services Representative

Apply locations Valley, AL, United States time type Full time posted on Posted 2 Days Ago job requisition id R16022 World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you’re the face of World Finance – empathizing, empowering, and engaging with our customers.

The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.

Hourly Pay: $15 - $19

What you’ll do:

• 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 (operating cash, interim deposits, daily deposits) to and from the bank.
• Maintain strong customer relationships and build community within your branch.
• Other duties include but are not limited to:
  • 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.

Experience (and Requirements) that will WOW us!

• 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.

Why World?

• We hire from within: we want to see you grow and climb in this company.
  • Each year, we promote 80% of Financial Services Reps to management.
  • 75% of World’s Operations Executives moved up from a similar role.
• We pay you to give back: employees get paid volunteer hours each year.
• Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
• Paid holidays, vacation time, and a 401(k) plan (including company match).
• Be part of a team with clear values, strong community, and a sense of belonging.
• We’ll get you home for dinner: your life outside of work is priority #1
• You’ll make a positive impact on the lives of the customers you serve.

Who is World?

Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually – turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care

It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

About Us

For over 60 years, World Finance has been helping customers focus less on the unexpected expenses of life, and more on what makes life so sweet. In doing so, we offer personal installment loans that suit the specific needs of our customers while simultaneously delivering outstanding customer service. We are always looking for great people to join our team. Located in 16 states, our network of branches work to provide good to the communities around them. World Finance has been recognized as a Top Workplace in the USA, and we are looking forward to having new team members to join us and be a part of our continuous growth!