Multi-Branch Financial Services Rep – Growth & Travel

WAC-WI World Finance Corporation of Wisconsin; Beloit (WI); On-site; USD 48,712,000 - 57,308,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Paid holidays and vacation

Job summary

World Finance is seeking an Overstaff Financial Services Representative to provide onsite support across multiple branches and help drive growth. You’ll assist with customer service, loan applications, payments, and closings while upholding company standards and values.

The role emphasizes teamwork, adaptability, and a friendly, professional presence. Travel between branches is required, with mileage reimbursement and potential overtime.

Qualifications

• Experience in customer service or financial services preferred.
• Reliable transportation and valid driver’s license.
• Willing to travel between branches as needed.

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.
• Complete daily branch 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

Customer service

Problem-solving

Teamwork

Organizational skills

Computer literacy

Valid driver’s license

Tools

MS Office

Job description

World Finance is seeking an Overstaff Financial Services Representative to provide onsite support across multiple branches and help drive growth. You’ll assist with customer service, loan applications, payments, and closings while upholding company standards and values.

The role emphasizes teamwork, adaptability, and a friendly, professional presence. Travel between branches is required, with mileage reimbursement and potential overtime.