Onsite Branch Support Specialist, Financial Services

WAC-TX WFC Limited Partnership; Cedar Park (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

Job summary

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches across Texas. You’ll provide exceptional service, guide customers toward financial goals, and help maintain smooth branch operations.

As an on-site team member, you’ll assist with loan documents, payments, and closings while balancing cash drawers. Expect daily travel between branches with reliable transportation and a commitment to service excellence.

Qualifications

• Self-starter with a proactive approach to tasks and learning new systems.
• Excellent customer service orientation with ability to build relationships.
• Team-oriented mindset; willing to pitch in, learn, and support colleagues.

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

Self-starter

Customer service

Teamwork

Problem solving

Job description

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches across Texas. You’ll provide exceptional service, guide customers toward financial goals, and help maintain smooth branch operations.

As an on-site team member, you’ll assist with loan documents, payments, and closings while balancing cash drawers. Expect daily travel between branches with reliable transportation and a commitment to service excellence.