Onsite Branch Support Specialist — Financial Services

World Finance; Florence (KY); On-site; USD 23,000 - 26,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid holidays

401(k) with company match

Volunteer hours

Job summary

World Finance is seeking an Overstaff Financial Services Representative to provide onsite support across multiple branches, ensuring smooth operations and exceptional customer experiences. You will assist with loan applications, payments, closings, and daily deposits while upholding the company’s values and service standards.

The role emphasizes flexibility, problem-solving, and a team-centered approach, with travel between branches and a focus on helping customers achieve financial goals.

Qualifications

• Demonstrated self-confidence, organization, and adaptability.
• A history of kindness, compassion, and helping others succeed.
• Team-oriented approach – willing to pitch in, learn, and lead by example.

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

Customer service

Problem-solving

Teamwork

Adaptability

Organization

Valid driver’s license

Job description

World Finance is seeking an Overstaff Financial Services Representative to provide onsite support across multiple branches, ensuring smooth operations and exceptional customer experiences. You will assist with loan applications, payments, closings, and daily deposits while upholding the company’s values and service standards.

The role emphasizes flexibility, problem-solving, and a team-centered approach, with travel between branches and a focus on helping customers achieve financial goals.