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World FinancePosted 1 month ago

Financial Services Representative (Part Time)

$33,280–$36,400 year

On-siteIdabel, Oklahoma, United States

Part TimeAssociates DegreeLarge

Job Summary

Guide customers toward upward credit mobility by assisting with questions, concerns, and products while processing loan applications, payments, and document closings. Balance assigned cash drawers daily, prepare branch bank deposits, and transport money to and from the bank. Call approved and unmade applications to close loans, send credit denial letters within 30 days, and help build tax clientele. Maintain strong customer relationships and build community within the branch. Occasional local travel and extended hours may be required.

Required Qualifications

  • 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
  • Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities
  • Must be able to perform the essential functions of this position with or without reasonable accommodation
  • Regular, reliable attendance and punctuality are essential
  • Occasional local travel
  • Extended hours, evenings, or weekends
  • Must communicate clearly and professionally in person, by phone, and electronically
  • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication
  • Professionalism, multitasking, adaptability, and collaboration
  • Basic computer skills

Desired Qualifications

  • Sound lending skills
  • Experience with tax preparation services

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