Multibranch Financial Services Pro - Travel & Onsite Support

World Finance; Beloit (WI); Sur place; USD 23 000 - 28 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid holidays

Résumé du poste

World Finance is seeking an Overstaff Financial Services Representative to provide onsite support across multiple branches in Wisconsin. You will help branches meet growth goals, deliver exceptional service, and guide customers toward responsible financial choices.

A valid driver’s license and reliable vehicle are required. The role involves travel between branches, processing loan documents, handling payments, and maintaining accurate cash handling.

Qualifications

• Must have strong customer service orientation.
• Excellent communication and problem-solving skills.
• Willingness to travel daily between branches and work in a fast-paced environment.

Responsabilités

• 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.

Connaissances

Customer service

Problem solving

Teamwork

Flexibility

Driver’s license

Outils

Microsoft Office

Description du poste

World Finance is seeking an Overstaff Financial Services Representative to provide onsite support across multiple branches in Wisconsin. You will help branches meet growth goals, deliver exceptional service, and guide customers toward responsible financial choices.

A valid driver’s license and reliable vehicle are required. The role involves travel between branches, processing loan documents, handling payments, and maintaining accurate cash handling.