Multi-Branch Financial Services Specialist

World Finance; Cedar Park (TX); On-site; USD 21,000 - 23,000; Full time

Benefits offered by this job

Health, dental, vision, and life ins.

Paid holidays & vacation

401(k) with company match

Volunteer hours

Job summary

World Finance is seeking an Onsite Financial Services Representative to provide essential support across multiple Cedar Park branches. You will guide customers in responsible financial choices, process loan applications, manage payments, and help close loans while maintaining accurate cash handling and deposits.

The role emphasizes customer service excellence, collaboration with branch teams, and adherence to company standards.

Qualifications

• Customer service experience is essential.
• Ability to work across multiple branches and travel as needed.
• Comfort with basic computer systems and cash handling.

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.
• Travel to assigned branches daily; mileage reimbursement provided.

Skills

Customer service

Teamwork

Adaptability

Organization

Basic computer proficiency

Job description

World Finance is seeking an Onsite Financial Services Representative to provide essential support across multiple Cedar Park branches. You will guide customers in responsible financial choices, process loan applications, manage payments, and help close loans while maintaining accurate cash handling and deposits.

The role emphasizes customer service excellence, collaboration with branch teams, and adherence to company standards.