Financial Services Representative

Lafayette, IN (Unknown)

$15/hr – $19/hrMid LevelFull time

Posted 4 weeks ago

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Job Summary

Own branch level customer service, loan processing, and cash management to drive local growth and community-focused banking outcomes.

  • Own loan intake, processing, and closing on renewals with daily follow-up.
  • Own deposits handling, cash drawer balance, and bank deposits to maintain liquidity.
  • Own customer relationships and community presence including tax services and cross-sell opportunities.

Job Description

Responsibilities

  • Guide customers toward upward credit mobility through good financial choices.
  • Provide top-tier customer service and assist customers with questions, concerns, and products.
  • Process and prepare loan applications; balance assigned cash drawer daily.
  • Prepare loan documents and close loans on current renewal loans.
  • Prepare and complete the daily branch bank deposit and possibly transport money 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.
  • Send complete and accurate credit denial letters within 30 days from the date of application.
  • Pay branch expenses as instructed by Branch Manager.

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.

Preferred

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).
  • 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.
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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