Financial Services Representative

World Finance, winner of the Top Workplaces USA award for five years in a row and a two‑time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you’re the face of World Finance – empathizing, empowering, and engaging with our customers. The primary responsibility is to assist the Branch Manager in operating the branch effectively and efficiently, maximize growth, utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. You will also be responsible for providing excellent customer service, an essential part of marketing the branch and company culture. Hourly Pay: $18 - $22 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 Must demonstrate self‑confidence and organizational skills. History of choosing kindness, showing compassion, and helping others. Willingness to seek quality‑driven solutions and embrace new ideas. Absolute team player – pitching in when needed and accepting help, too. Basic computer skills. A valid driver’s license and reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We promote 80% of Financial Services Reps to management each year. 75% of World’s Operations Executives moved up from a similar role. Employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full‑time team members starting the month following 30 days of employment. Paid holidays, vacation time, and a 401(k) plan (including company match). Strong community and sense of belonging. 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. Employees and applicants are advised that the job description is not exhaustive; the employer reserves the right to modify, assign, or reassign duties at any time. World Finance is an equal‑employment‑opportunity employer. We provide reasonable accommodations for qualified individuals with disabilities. We consider all qualified applicants regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity 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. We are always looking for great people to join our team. Located in 16 states, our network of branches works to provide good to the communities around them. World Finance has been recognized as a Top Workplace in the USA, and we are looking forward to having new team members join us and be a part of our continuous growth! #J-18808-Ljbffr WAC-WI World Finance Corporation of Wisconsin