Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Representative

$15 per hour

Role, Inc.

Hourly Pay: Starting at $15 What you’ll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality‑driven solutions and embrace new ideas. Absolute team player – pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver’s license & access to a dependable vehicle. Must possess a valid driver’s license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Benefits: We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World’s Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full‑time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We’ll get you home for dinner: your life outside of work is priority #1. You’ll make a positive impact on the lives of the customers you serve. Physical Demands and Working Conditions: Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. Occasionally lifts up to 5 lbs and may exert up to 30 lbs of force (e.g., opening file drawers). Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. Fast‑paced, high‑demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. Occasional local travel; may include extended hours, evenings, or weekends. Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, responsibilities, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities. #J-18808-Ljbffr Role, Inc.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative in Santa Fe, NM vacancy
  •  ...the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth...  ..., there’s no stopping you! Job Title: Financial Services Representative Job Description: Summary: The Financial Services Representative... 
    Suggested
    Full time
    Work at office
    Local area

    Enterprise Bank and Trust

    Santa Fe, NM
    22 days ago
  • ## Financial Services RepresentativeApplylocations: Santa Fe, NMtime type: Full timeposted on: Posted Yesterdayjob requisition id: REQ...  ...s no stopping you!****## **Job Title:**Financial Services Representative## ## **Job Description:**## ****Summary:****The Financial Services... 
    Suggested
    Work at office
    Local area

    Enterprise Financial Services Corp.

    Santa Fe, NM
    1 day ago
  • Job Title Financial Services Representative Job Description Summary The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions... 
    Suggested
    Work at office

    Enterprise Bank & Trust

    Santa Fe, NM
    19 hours ago
  •  ...onrecruiting, developing and mentoringothers. You’ll be responsible for identifying top talent, coaching new financial representatives, and cultivating a culture of service, growth, and long-term success. Key responsibilities Recruit, select and onboardnew financial... 
    Suggested
    Local area
    Night shift

    Modern Woodmen

    Santa Fe, NM
    19 hours ago
  • Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern...  ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping... 
    Suggested
    Local area

    Modern Woodmen of America

    Santa Fe, NM
    1 day ago
  •  ...A global financial services company seeks a Financial Advisor for their Advisor Development Program in Santa Fe, New Mexico. The role requires working with high-net-worth individuals to assess their financial needs and provide tailored investment recommendations. Ideal... 
    Traineeship

    Bank of America

    Santa Fe, NM
    19 hours ago
  •  ...oriented Professionally polished Experienced in leadership, networking, education, customer service, or other client‑facing roles Passionate about helping others succeed financially You do not need a traditional financial background. We’re looking for strong communicators... 
    Work at office
    Immediate start

    MassMutual New Mexico

    Santa Fe, NM
    19 hours ago
  • $50k

    Job Overview As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home...  ...Series 7 and Series 66 required Experience in financial services working with clients, in-depth knowledge of investment products... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Santa Fe, NM
    3 days ago
  • $20 - $24 per hour

     ...SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational and technology consulting and...  ...Requirements The physical demands described here are representative of those that must be met by an employee to successfully... 
    Hourly pay
    Work experience placement
    Work at office
    Local area

    Edwards Lifesciences Belgium

    Santa Fe, NM
    19 hours ago
  • $25.93 - $41.43 per hour

     ...Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic...  ...shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for... 
    Hourly pay
    Work at office
    Remote work

    City National Bank

    Santa Fe, NM
    19 hours ago
  •  ...Part-Time Financial Services Consultant What could an extra $1,000-$2,000 each month do for your household? We are helping teams find qualified candidates the chance to enter financial services on a part-time basis while working fully remotely. This means that you... 
    Weekly pay
    Part time
    Remote work
    Work from home

    Global Elite

    Santa Fe, NM
    4 days ago
  •  ...affords personal and professional growth opportunities. Learn more at Overview of Job Function Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,... 
    Local area
    Shift work

    Verint Systems

    Santa Fe, NM
    19 hours ago
  •  ...difference in the communities where we live and work. The Sales and Service Representative is responsible for processing transactions and other...  ...of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines... 
    Work at office
    Immediate start
    Shift work

    First Citizens

    Santa Fe, NM
    2 days ago
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with...  ...part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven... 

    WealthBridge Financial Group

    Santa Fe, NM
    19 hours ago
  •  ...Analyst Nusenda Credit Union is dedicated to excellent member service and being a great place to work. We strive to make a positive...  ...members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture... 
    Local area

    Nusenda

    Santa Fe, NM
    2 days ago
  • $38.92k - $57.24k

     ...at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well‑being while making banking... 
    Local area
    Flexible hours
    Afternoon shift

    PVH (Tommy Hilfiger/Calvin Klein)

    Santa Fe, NM
    1 day ago
  • $40 per hour

    A leading tech company is seeking experienced cybersecurity professionals to join their team, focusing on evaluating AI-generated security content. Candidates should have at least 2 years of experience in cybersecurity roles such as penetration testing or incident response...
    Remote job
    Hourly pay
    Flexible hours

    DataAnnotation

    Santa Fe, NM
    2 days ago
  • $40 per hour

    A cybersecurity company is seeking experienced professionals to evaluate AI-generated content and tackle technical problems within the cybersecurity field. Candidates should have at least 2 years of experience, coding skills, and strong analytical abilities. This role offers...
    Remote job
    Hourly pay

    DataAnnotation

    Santa Fe, NM
    3 days ago
  • $38.92k - $57.24k

     ...and recommending and selling products and services. Personal Bankers use their product...  ...interaction to identify needs and offer financial solutions to help customers secure their...  ...posted compensation range on this listing represents UMB’s good faith and reasonable estimate... 
    Local area
    Flexible hours
    Afternoon shift

    UMB Bank

    Santa Fe, NM
    1 day ago
  • Overview Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive...  ...and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture... 
    Full time
    Local area

    Nusenda Credit Union

    Santa Fe, NM
    3 days ago
  • $44.69k - $54.62k

     ...are experts at building customer relationships and recommending and selling products and services. They use product knowledge in every interaction to identify needs and offer financial solutions that help customers secure financial well‑being while keeping banking easy. A... 
    Local area
    Flexible hours
    Afternoon shift

    UMB Financial Corporation

    Santa Fe, NM
    3 days ago
  • $90k - $125k

     ...Primary Responsibilities Demonstrate a solid understanding of financial models including leveraged buyout (LBO), discounted cash flow...  ...private equity, investment banking, consulting, or financial services Understanding of alternative investments and traditional asset... 
    Full time
    Internship
    Work at office

    New Mexico State Investment Council

    Santa Fe, NM
    19 hours ago
  • $18 per hour

     ...Customer Service Representative Location : Location US-NM-Santa Fe Location/Org Data : Name Downtown Santa Fe Location...  ...Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support... 
    Full time
    Work at office
    Monday to Friday

    WaFd Bank

    Santa Fe, NM
    1 day ago
  •  ...Globalelitecareers seeks dedicated individuals for a work-from-home opportunity in financial services aimed at protecting families. You will grow with an up-and-coming team while upholding integrity and high ethical standards. Ideal candidates demonstrate strong communication... 
    Remote work
    Work from home

    Globalelitecareers

    Santa Fe, NM
    1 day ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Santa Fe, NM
    21 days ago
  • $25.93 - $41.43 per hour

    City National Bank is seeking a Mortgage Loan Processor III in Santa Fe, NM. This role involves processing home equity lines of credit, purchases, and refinances, ensuring timely loan closings. Candidates must have a high school diploma, at least 3 years of mortgage experience...
    Hourly pay

    City National Bank

    Santa Fe, NM
    3 days ago
  •  ...communication with loan originators, members, and internal partners to resolve issues and provide updates. Manages loan pipeline to meet service level agreements, processing timelines, and closing deadlines. Reviews applications to ensure alignment with FNMA, regulatory, and... 
    Work at office

    Jobtailor

    Santa Fe, NM
    4 days ago
  •  ...production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within... 

    Gilder Search Group

    Santa Fe, NM
    1 day ago
  • $35.75k - $52.04k

     ...to convert transactions, account maintenance and other routine service requests into cross‑sell conversations that deepen client relationships...  ...how we collect and use your personal information when you apply for employment with UMB. #J-18808-Ljbffr UMB Financial Corporation
    Local area
    Flexible hours
    Afternoon shift

    UMB Financial Corporation

    Santa Fe, NM
    3 days ago
  • $20 - $23.53 per hour

     ...Experience: Education or experience equivalent to a High School diploma or G.E.D certificate, in addition to 2-3 years of banking, financial operations or related experience. Experience working with the New Mexico Motor Vehicle Department (MVD) is preferred but not... 
    Hourly pay
    Work at office
    Local area
    Remote work

    State Employees Credit Union

    Santa Fe, NM
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!