Multibranch Financial Services Specialist

World Finance; Indianapolis (IN); On-site; USD 23,000 - 26,000; Full time

Benefits offered by this job

Health, dental, vision, and life保险

Paid holidays and vacation

401(k) with company match

Job summary

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches, delivering exceptional customer service and helping customers meet their financial goals. You will travel between branches, assist with loan processing and deposits, and uphold company standards across locations.

The role emphasizes problem-solving, relationship-building, and teamwork, with a focus on flexible coverage and maintaining high service quality in a fast-paced environment.

Qualifications

• Demonstrated self-confidence, organization, and adaptability.
• Kindness, compassion, and helping others succeed.
• Quality-focused problem-solving and openness to new ideas.
• Team-oriented with willingness to lead by example.
• Basic computer proficiency and ability to learn new systems.
• Valid driver’s license and access to a dependable vehicle.
• Bilingual in English and Spanish.

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.

Skills

Bilingual English/Spanish

Job description

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches, delivering exceptional customer service and helping customers meet their financial goals. You will travel between branches, assist with loan processing and deposits, and uphold company standards across locations.

The role emphasizes problem-solving, relationship-building, and teamwork, with a focus on flexible coverage and maintaining high service quality in a fast-paced environment.