Financial Services Representative

South Ogden, UT (Unknown)

$18/hr – $20/hrEntry LevelFull time

Posted 5 days ago

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Job Summary

Lead the end-to-end customer experience from loan processing to relationship-building and tax services, guiding credit decisions, processing deposits, and closing loans while maintaining strong community ties.

  • Own loan applications, closings, and daily branch operations
  • Foster customer relationships and contribute to community growth
  • Help build tax clientele and provide tax services

Job Description

Responsibilities

  • 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.
  • Call approved and unmade applications to close loans daily.
  • Help build tax clientele and provide tax services.

Requirements

  • 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

  • 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).
  • We hire from within: we want to see you grow and climb in this company.
  • employee get paid volunteer hours each year.
World Finance logo

World Finance

We are the financial partner with heart, offering personal loan and tax solutions to the communities we serve. Proud Top Workplace in the US for three years in a row.Georgia NMLS ID#: 2032867

Founded in 1962
Greenville, South Carolina, USA
1.3K employees

Traffic Signals

Monthly Visitors
396.8K
Monthly Google Ads Budget
$345
Traffic Source Mix
Search
35.4%
Direct
56.5%
Referral
5.2%
Social
0.6%
Paid
2.2%

Headcount Trend

Current headcount: ~1.3K

Marketing Team

Marketing Roles Posted (Last 30 Days)
1

Funding

Total Funding
$175M
Last Raise
$175M
Post IPO Debt, 5 months ago

Funding History

  • Sep 2025
    Post IPO Debt • $175M

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