Mobile Financial Services Rep - Travel & Branch Support

WAC-TX WFC Limited Partnership; Round Rock (TX); On-site; USD 23,000 - 26,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) match

Paid holidays

Vacation time

Job summary

World Finance in Texas is seeking an Onsite Overstaff Financial Services Representative to support multiple branches. You’ll provide exceptional service, build customer relationships, and help clients reach their financial goals while stepping in where needed across locations.

As part of the overstaff team, you’ll fill open positions, guide customers to responsible credit choices, and uphold World Finance standards in every branch you support.

Qualifications

• Experience providing frontline customer service or sales support.
• Ability to navigate multiple branches and adapt to changing needs.
• Strong communication and interpersonal skills.
• Valid driver's license and reliable transportation.

Responsibilities

• Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
• 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.
• Calling approved and unmade applications to close loans daily.
• Supporting tax services and helping build tax clientele.
• Sending complete and accurate credit denial letters within 30 days from the date of application.
• Paying branch expenses as instructed by the Branch Manager.

Skills

Self-confidence

Organization

Adaptability

Customer service

Problem-solving

Team player

Job description

World Finance in Texas is seeking an Onsite Overstaff Financial Services Representative to support multiple branches. You’ll provide exceptional service, build customer relationships, and help clients reach their financial goals while stepping in where needed across locations.

As part of the overstaff team, you’ll fill open positions, guide customers to responsible credit choices, and uphold World Finance standards in every branch you support.