What are the responsibilities and job description for the Financial Service Representative position at World Finance?
Company Description World Finance is a financial services company that provides personal loan and tax solutions to individuals and families in the communities it serves. The organization emphasizes compassionate, relationship-based service and aims to be a trusted financial partner for its customers. World Finance has been recognized as a Top Workplace in the United States for three consecutive years, reflecting a strong focus on employee experience and workplace culture. The company operates under Georgia NMLS ID#: 2032867 and continues to grow its presence through community-focused branches.
Role Description The Financial Service Representative is a full-time, on-site role based in Auburn, AL. In this position, the representative supports customers by explaining loan products, assisting with applications, and guiding them through approval and repayment processes. Daily tasks include handling in-person and phone inquiries, processing payments, maintaining accurate account records, and supporting tax-related services during relevant seasons. The role also involves outreach activities such as follow-up calls, appointment scheduling, and contributing to branch-level customer service and sales goals. The representative collaborates with team members to ensure compliance with company policies and applicable regulations while delivering respectful, helpful service to every customer.
Qualifications
Role Description The Financial Service Representative is a full-time, on-site role based in Auburn, AL. In this position, the representative supports customers by explaining loan products, assisting with applications, and guiding them through approval and repayment processes. Daily tasks include handling in-person and phone inquiries, processing payments, maintaining accurate account records, and supporting tax-related services during relevant seasons. The role also involves outreach activities such as follow-up calls, appointment scheduling, and contributing to branch-level customer service and sales goals. The representative collaborates with team members to ensure compliance with company policies and applicable regulations while delivering respectful, helpful service to every customer.
Qualifications
- Customer service and communication skills, including the ability to listen actively, explain financial products clearly, and interact professionally with diverse customers.
- Basic financial literacy and numeracy skills, with comfort handling cash, reviewing loan documents, and understanding payment schedules and interest concepts.
- Administrative and organizational skills, including accurate data entry, recordkeeping, scheduling, and attention to detail in documentation.
- Sales and relationship-building capabilities, such as identifying customer needs, presenting suitable solutions, and maintaining long-term customer relationships.
- Proficiency with common office software and point-of-sale or financial systems, and the ability to learn new tools and processes quickly.
- High level of integrity, reliability, and discretion when handling sensitive personal and financial information.
- Ability to work on-site during standard business hours, collaborate with branch colleagues, and adapt to changing customer volume and needs.
- High school diploma or equivalent required; post-secondary education in business, finance, or a related field is a plus.
- Prior experience in retail, banking, or financial services is beneficial but not mandatory; training will be provided.