Financial Services Representative
$15 - $19 per hourWorld Finance
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 of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 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. Why World? 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. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually – turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. 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.
$15.25 - $24.25 per hour
...U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.... ...Responsibilities As a Financial Service Representative, you'll be at the heart of our customer...SuggestedHourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift$15.25 - $24.25 per hour
...Responsibilities As a Financial Service Representative , you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it...SuggestedHourly payFull timeLocal areaMonday to FridayWeekend workAfternoon shift$60k - $80k
Financial Services Representative - State Farm Agent Team Member Full Time in San Antonio, TX Simple IRA Bonus based on performance Health insurance Opportunity for advancement Paid time off Training & development Join our agency at Crystal Fuller - State Farm! Here in...SuggestedFull timeWork at office- ...Patient Financial Representative Senior US:TX:San Antonio | Patient Financial Services | Full Time Posted 7 months ago Job Description Summary: The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division...SuggestedFull timeWork at officeMonday to Friday
- ...TaskUs is a provider of outsourced digital services and next-generation customer experience... ...companies, helping its clients represent, protect and grow their brands. Leveraging... ...applying today! What can you expect in a Financial Customer Service Representative role with...SuggestedRemote jobFull timeWorldwide
- ...Job Description Job Description ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ivan Cosme - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge...Work at officeFlexible hours
- ...doors in 2010, we've been committed to providing exceptional service to our community, and we're looking for someone who... ...passion for helping others. ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Crystal Fuller - State...Work at officeFlexible hours
- ...Bonus based on performance ~ Dental insurance ~ Health insurance ~ Vision insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dean Eastman - State Farm Agent, you will successfully market the financial...Flexible hours
- ...Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals...Full timeLocal area
- ...Loan Consultant II At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people...Work at office
- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of... ...and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of...
- ...in the prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients Identifies... ...and closed business report using sales management tool Represent the bank in civic, community, and industry functions to...Local area
- ...The Financial Aid Counselor is responsible for counseling students and educating parents... ...complex reports used to monitor and assure service and processing benchmarks, as well as... ...of the St. Mary’s culture and ability to represent and communicate the university mission to...Weekend workAfternoon shift
- ...located in San Antonio with an extensive 20+ year history in the community. We offer investment management, financial planning, and ongoing financial advising services to a select group of retirees, families, business owners, and high net worth individuals. We help our...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Essential duties include*** ***the following:**** Develops customer financial profiles to determine suitability of investment products based... ...and existing on the purchase or sale of securities, financial services, insurance and investment plans, based on specific customer...Local area
- ...Join to apply for the Financial Advisor role at First Command Financial Services, Inc. First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face‑to...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make... ...roles of the Heart of Texas Associates team Must be able to represent the organization in work with external clients Must be able...Full timeWork at officeLocal area
- ...success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers... ...existing customers and refer them to the relevant solutions, services, and experts available within the bank Proactive customer...Work at officeImmediate startDay shift
- ...ratings. Stay informed on the latest trends and developments in financial and banking products, financial markets, and regulations.... ...Teams, Word, Excel, PowerPoint). Understanding of products and services across the firm. Thorough knowledge of commercial loans, principles...
- ...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- 3. Financial Consultant# Financial Consultant**Abundant Journey Financial**4243 E Piedras Dr, San Antonio, TX 78228 Start Date10/16/2025... ...any location. If you are a committed Christian with a heart for service, an entrepreneurial spirit, and a desire to help others achieve...For contractorsRemote workFlexible hours
- We’re hiring a Financial Planner (Service Advisor) on behalf of our client—a growing hybrid retirement-focused wealth management firm in Central Texas. If you love building long-term relationships with retirees, want strong internal support, and prefer a small, family...Work at office
$40k
Family Service has offered comprehensive services to vulnerable populations in our community since 1903, and our mission has always remained... ...visitation and neutral exchange for children and families; financial empowerment, workforce development and readiness, and senior in...Work experience placement- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial... ...and Health licenses preferred. Prior experience in financial services, wealth management, banking, insurance, or retirement planning...
- ...get recognized for your best work. As a Financial Advisor at Hyde Legacy Group, you help... ...-term relationships rooted in trust and service Advisory & Insurance Solutions Provide... ...maintain a healthy, consistent pipeline Represent Hyde Legacy Group with professionalism...Permanent employmentFor contractors
$23 per hour
...follow our LinkedIn page! Job details Join our growing team as a financial Aid Advisor This Jobot Job is hosted by Amber Stoneburner Are... ...Skills You Need At least 1 year of financial aid or customer service experience (required) Strong knowledge of federal and state aid...Hourly payFull timePart timeFreelanceWork at officeLocal areaImmediate startRemote workFlexible hours$28k - $125k
...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ..., offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored...Full timeWork experience placementWork at officeLocal areaFlexible hours- About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth. Licensed...Remote jobExtra incomePart timeImmediate startWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- financial planner San Antonio, TX
- financial planning associate San Antonio, TX
- associate corporate finance San Antonio, TX
- wealth advisor San Antonio, TX
- financial consultant San Antonio, TX
- jde finance consultant San Antonio, TX
- financial advisor San Antonio, TX
- financial advisor development program San Antonio, TX
- finance associate San Antonio, TX
- financial planning administrator San Antonio, TX

