Financial Services Representative

WAC-IN World Finance Company of Indiana, LLC; Indianapolis (IN); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Health insurance

Paid holidays

401(k) plan with company match

Paid volunteer hours

Job summary

WAC-IN World Finance Company of Indiana, LLC is looking for a Financial Services Representative to assist customers on their financial journey. Responsibilities include guiding customers, processing loans, and providing excellent customer service.

This role requires strong customer relationship-building skills and individual transportation capability. Benefits include health insurance, paid holidays, and opportunities for promotion from within.

Qualifications

• Demonstrate self-confidence and organizational skills.
• History of compassion and helping others.
• Willingness to seek quality-driven solutions.
• Basic computer skills needed.
• Valid driver's license and reliable transportation required.

Responsibilities

• Guide customers toward financial choices.
• Provide top-tier customer service.
• Process loan applications and payments.
• Prepare loan documents and execute closings.
• Balance cash drawer daily.

Skills

Self-confidence

Organizational skills

Compassion

Team player

Basic computer skills

Valid driver's license

Job description

World Finance, winner of the Top Workplaces USA award for five 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.

Position Summary

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: $16‑$18

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 (operating cash, interim deposits, daily deposits) to and from the bank.
• Maintain strong customer relationships and build community within your branch.

Other Duties

• 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 & Requirements

• 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.
• Must possess a valid driver’s license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.

Why Work With Us?

We hire from within; each year, we promote 80% of Financial Services Reps to management, and 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. You’ll make a positive impact on the lives of the customers you serve.

Benefits

• Health, dental, vision, and life insurance for full time team members (effective the 1st of the month following 30 days).
• Paid holidays, vacation time, and a 401(k) plan (including company match).
• Employees get paid volunteer hours each year.

Physical Demands and Working Conditions

• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.

Disclaimers and EEO Statement

Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. This job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.

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.