Overstaff 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.

Job Description Summary 

World Finance, a five-time winner of the Top Workplaces USA award and Newsweek’s America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. 

We’re seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you’ll step in where you’re most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you’re a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go. 

 

Job Description 

The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance. 

 

Hourly Pay: $15 - $19  

 

What You’ll Do: 

• 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. 

• Other duties include but are not limited to: 

• 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. 

 

Travel Requirements & Coverage Area: 

• Reliable transportation for daily travel to assigned branches and bank deposits.