Multi-Branch Financial Services Pro | Growth & Travel

World Finance; Northern (KY); Hybrid; USD 22,000 - 26,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid holidays

Job summary

World Finance seeks an Overstaff Financial Services Representative to support multiple branch locations and help customers achieve their financial goals. You will be the welcoming face, provide exceptional service, and assist with loan processes, payments, and closings.

A flexible, team-oriented approach is essential in this on-site role. This position involves daily travel to branches, strong customer service, and collaboration with managers to meet performance targets, with full-time benefits

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.

Job description

World Finance seeks an Overstaff Financial Services Representative to support multiple branch locations and help customers achieve their financial goals. You will be the welcoming face, provide exceptional service, and assist with loan processes, payments, and closings.

A flexible, team-oriented approach is essential in this on-site role. This position involves daily travel to branches, strong customer service, and collaboration with managers to meet performance targets, with full-time benefits