Multi-Branch Financial Services Pro - Travel Required

WAC-TX WFC Limited Partnership; Pflugerville (TX); On-site; USD 21,000 - 23,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid holidays

Vacation time

Volunteer hours

Job summary

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches across the region, providing exceptional service and helping customers achieve financial goals. This flexible role involves stepping in where needed, maintaining standards, and promoting a positive customer experience.

You’ll travel between branches daily, process loan documents, take payments, and assist with tax services as needed.

Qualifications

• Demonstrated self-confidence, organization, and adaptability.
• A history of kindness, compassion, and helping others succeed.
• Team-oriented approach – willing to pitch in, learn, and lead by example.
• Basic computer proficiency and comfort learning new systems.
• Valid driver’s license and access to a dependable vehicle.

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.

Skills

Flexible problem-solver

Team player

Customer service

Basic computer skills

Driver’s license

Reliable transportation

Job description

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches across the region, providing exceptional service and helping customers achieve financial goals. This flexible role involves stepping in where needed, maintaining standards, and promoting a positive customer experience.

You’ll travel between branches daily, process loan documents, take payments, and assist with tax services as needed.