Financial Services Representative (Bilingual)

WAC-TX WFC Limited Partnership; Houston (TX); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid holidays

Vacation time

401(k) plan with company match

Paid volunteer hours

Job summary

WAC-TX WFC Limited Partnership is seeking a Financial Services Representative in Houston, Texas. This role involves assisting customers with loan applications and providing top-tier customer service while supporting the Branch Manager in operations.

Successful candidates will enjoy health benefits, paid holidays, and a supportive work environment focusing on community relationships and customer satisfaction.

Qualifications

• Valid driver’s license and reliable transportation required.
• Demonstrated kindness, compassion, and willingness to help others.
• Capacity to seek quality-driven solutions and embrace new ideas.

Responsibilities

• Assist the Branch Manager in operating the branch efficiently.
• Guide customers toward upward credit mobility through sound financial choices.
• Process, prepare, and file loan applications.
• Take and process payments, balance the cash drawer daily.
• Help build tax clientele and provide tax services.

Skills

Basic computer skills

Strong organizational skills

Team-player attitude

Demonstrated kindness and compassion

Job description

World Finance seeks a Financial Services Representative to assist customers with loan and customer service duties.

Responsibilities

• Assist the Branch Manager in operating the branch efficiently and maximizing growth.
• Guide customers toward upward credit mobility through sound financial choices.
• Provide top‑tier customer service, addressing questions, concerns, and product information.
• Process, prepare, and file loan applications and close current renewal loans.
• Take and process payments, balance the assigned cash drawer daily, and prepare daily branch bank deposits (including transport of funds when required).
• Maintain strong customer relationships and build community within the branch.
• Send complete and accurate credit denial letters within thirty days of application receipt.
• Call approved and unmade applications to close loans daily.
• Help build tax clientele and provide tax services.
• Pay branch expenses as instructed by the Branch Manager.

Qualifications

• Basic computer skills.
• Valid driver’s license and reliable transportation (required for transporting bank deposits).
• Strong organizational and self‑confidence skills.
• Demonstrated kindness, compassion, and a willingness to help others.
• Team‑player attitude, willing to pitch in and accept help.
• Capacity to seek quality‑driven solutions and embrace new ideas.

Benefits

• Health, dental, vision, and life insurance available to full‑time team members after 30 days.
• Paid holidays, vacation time, and a 401(k) plan with company match.
• Paid volunteer hours each year.

World Finance is an Equal Opportunity Employer. We provide equal employment opportunity regardless of age, color, national origin, citizenship, disability, race, religion, and other protected characteristics. We provide reasonable accommodations for qualified individuals with disabilities.