Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities. Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities.
Overview
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Accepting applications
Open & closing dates
01/14/2026 to 02/05/2026
Salary $124,531 to - $161,889 per year Pay scale & grade GS 14
Locations
1 vacancy in the following locations:
Aliceville, AL
Maxwell AFB, AL
Talladega, AL
Forrest City, AR
Show morefewer locations (45)
Phoenix, AZ
Safford, AZ
Atwater, CA
Lompoc, CA
Victorville, CA
Littleton, CO
Washington, DC
Coleman, FL
Marianna, FL
Miami, FL
Tallahassee, FL
Atlanta, GA
Jesup, GA
Greenville, IL
Marion, IL
Pekin, IL
Terre Haute, IN
Leavenworth, KS
Ashland, KY
Lexington, KY
Manchester, KY
Oakdale, LA
Pollock, LA
Cumberland, MD
Milan, MI
Sandstone, MN
Waseca, MN
Yazoo City, MS
Butner Federal Correctional Complex, NC
Fort Dix, NJ
El Reno, OK
Gregg Township, PA
Loretto, PA
Minersville, PA
Edgefield, SC
Salters, SC
Bastrop, TX
Beaumont, TXBryan, TX
La Tuna, TX
Seagoville, TX
Texarkana, TX
Beaver, WV
Bruceton Mills, WV
Glenville, WV
Remote job No Telework eligible No Travel Required 25% or less - Travel may be required for training and/or work related issues. Relocation expenses reimbursed Yes-Reimbursement is authorized for travel and transportation for this position. Appointment type Permanent Work schedule Full-time Service Competitive
Promotion potential
14
Job family (Series)
* 0505 Financial Management
Supervisory status Yes Security clearance Other Drug test Yes Bargaining unit status No
Announcement number N-2026-0040 Control number 854443500
This job is open to
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Internal to an agency
Current federal employees of the hiring agency that posted the job announcement.
Career transition (CTAP, ICTAP, RPL)
Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants.
Clarification from the agency
* BOP Employees nationwide • DOJ Surplus and Displaced (CTAP) Employees in the local commuting area. • Division: Financial Management Branch, Federal Prison Industries, Washington, DC • Duty Location: Various Approved FPI Locations. Full list below in Agency Benefits Section.
Duties
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The incumbent serves as the Deputy to the Controller and is considered the technical advisor on financial and business matters which affect the policy and direction of the Corporation as a whole.
Advises and provides the Controller and Deputy Assistant Director with appropriate information required to achieve an effective operations program.
Regularly Participates in discussions concerning planning, policy and decision-making for all corporate activities.
Advises and makes recommendations to the UNICOR Business Managers and Accountants pertaining to financial inventory management activities of their respective industrial operations.
Formulates and recommends to the Controller supplemental operating instructions over and above the general procedures outlined in the Corporate Policy and Procedures Manual to accommodate those activities peculiar to these separate divisions.
Requirements
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Conditions of employment
* U.S. Citizenship is Required.
* See Special Conditions of Employment Section.
Career Transition Programs (CTAP): These programs apply to Federal and/or DOJ employees who meet the definition of surplus or displaced from a position in the competitive service. To receive selection priority for this position, you must:
* 1. Meet CTAP eligibility criteria;
* 2. Be rated well-qualified for the position with a score of 85 or above based on scoring at least half of the total possible points for the vacancy KSAs or competencies; and
* 3. Submit the appropriate documentation to support your CTAP eligibility.
NOTE: Applicants claiming CTAP eligibility must complete all assessment questions to be rated under the established ranking criteria.
Qualifications
To be considered for the position, you must meet the following qualification requirements:
Basic Requirement:
A. Degree: accounting; or a degree in a related field such as business administration, finance or public administration that included or was supplemented by 24 semester hours in accounting. The 24 hours may include up to 6 hours of credit in business law. (The term "accounting" means "accounting and/or auditing" in this standard. Similarly, "accountant" should be interpreted, generally, as "accountant and/or auditor.")
OR
B. Combination of education and experience: at least 4 years Of experience in accounting, or an equivalent combination of accounting experience, college-level education and training that provided professional accounting knowledge. The applicant's background must also include one of the following:
* Twenty-four semester hours in accounting or auditing courses of appropriate type and quality. This can include up to 6 hours of business law;
* A certificate as Certified Public Accountant or a Certified Internal Auditor, obtained through written examination; or
* Completion of the requirements for a degree that included substantial course work in accounting or auditing, e.g., 15 semester hours, but that does not fully satisfy the 24 semester hour requirement of paragraph A, provided that (a) the applicant has successfully worked at the full-performance level in accounting, auditing, or a related field, e.g., valuation engineering or financial institution examining; (b) a panel of at least two higher level professional accountants or auditors has determined that the applicant has demonstrated a good knowledge of accounting and of related and underlying fields that equals in breadth, depth, currency, and level of advancement that which is normally associated with successful completion of the 4-year course of study described in paragraph A; and (c) except for literal nonconformance to the requirement of 24 semester hours in accounting, the applicant's education, training, and experience fully meet the specified requirements.
AND
Education:
There is no substitution of education for specialized experience for this position.
Experience:
You must have at least one year of specialized experience equivalent in difficulty and complexity to the next lower grade level. To be creditable, this experience must have equipped the applicant with the particular qualifications to perform successfully the duties of the position, and must typically be in or related to the position to be filled.
Some examples of this qualifying experience are:
* Experience participating in Corporate strategic planning(short and long term) through forecasting of expected economic factors.
* Experience with accounting principles, theories, concepts, and practices to include Corporate accounting, financial reporting, and accounting standards for federal agencies.
* Experience formulating and approving supplemental operating instructions outlined in the Corporate Policy Manual.
* Experience reviewing monthly and quarterly financial data reports and supervising preparation of analysis to determine status of sales, gross earnings, return on productive assets, and other items critical to the Corporation's financial status.
Credit will be given for paid and unpaid experience. To receive proper credit, you must show the actual time (such as the number of hours worked per week) spent in activities.
Your eligibility for consideration will be based on your responses to the questions in the application.
Education
See Qualifications Section for education requirements, if applicable.
ONLY if education is a requirement/substitution for specialized experience, applicant MUST upload legible transcripts as verification of educational requirement. Transcripts MUST be uploaded and electronically linked from USAJOBS at the time you apply and MUST include identifying information to include School Name, Student Name, Degree and Date Awarded (if applicable). All academic degrees and coursework must be completed at a college or university that has obtained accreditation or pre-accreditation status from an accrediting body recognized by the U.S. Department of Education. For a list of schools that meet this criteria, Click Here.
Foreign Education: For information regarding foreign education requirements, please see Foreign Diploma and Credit Recognition at the U.S. Department of Education website: Recognition of Foreign Qualifications.
If you are selected for this position and qualified based on education (i.e. basic education requirement and/or substitution of education), you will be required to provide an OFFICIAL transcript prior to your first day on duty.
Additional information
In accordance with 5 U.S.C. 3307, a maximum entry age of 36 has been established for original appointment to a position in a Bureau of Prisons institution.
The representative rate for this position is $136,984 per annum ($65.64 per hour).
Special Conditions of Employment Section:
Initial appointment to a supervisory/managerial position requires a one-year probationary period.
The incumbent is subject to geographic relocation to meet the needs of the agency.
Appointment is subject to satisfactory completion of a urinalysis, physical, and background investigation. All applicants are subject to National Crime Information Center (NCIC) and credit checks.
All applicants not currently working in an institution will be required to complete a qualification inquiry regarding convictions of misdemeanor crimes of domestic violence in order to be authorized to carry a firearm.
The Core Value Assessment (CVA) is an in-person assessment that must be facilitated at a Bureau of Prisons Human Resource Servicing office. On the day of the scheduled interview, a CVA will be administered. The applicant assessment must be completed within a 70 minute time period and a passing score of 68 must be obtained. Further employment consideration will not be extended if the applicant fails to complete the examination or fails to achieve a passing score. Note: The Core Value Assessment will not be administered to current BOP employees.
Successful completion of the "Introduction to Correctional Techniques," three-week training course at Glynco, Georgia is required.
The addresses listed on the USAJOBS account/resume must be the primary residence at the time of application. You may be required to provide proof of residence.
Additional selections may be made if vacancies occur within the life of the certificate.
Although competitive and non-competitive applications are being accepted, the selecting official may elect to have only one group reviewed.
As a condition of employment for accepting this position, you will be required to serve a 1-year probationary period during which we will evaluate your fitness and whether your continued employment advances the public interest. In determining if your employment advances the public interest, we may consider:
* your performance and conduct;
* the needs and interests of the agency;
* whether your continued employment would advance organizational goals of the agency or the Government; and
* whether your continued employment would advance the efficiency of the Federal service.
Upon completion of your probationary period your employment will be terminated unless you receive certification, in writing, that your continued employment advances the public interest. Exceptions may apply. See 5 CFR part 11.
SALARY RANGE:
Salary reflected on this vacancy announcement is for the "Rest of the U.S."; however, the selectee's salary may be higher based on the worksite/duty station of the appointee. See Salary Tables for your location.
Expand Hide additional information
Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.
Benefits
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A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Approved duty locations below:
FCI Aliceville, AL
FCC Allenwood, PA
FCI Ashland, KY
FCI Atlanta, GA
FCI Bastrop, TX
FCI Beckley, WV
FCC Beaumont, TX
FPC Bryan, X
FCC Butner, NC
Central Office, Washington, DC
FCC Coleman, FL
FCI Cumberland, MD
FCI Edgefield, SC
FCI Englewood, CO
FCI El Reno, OK
FCC Forrest City, AR
FCI Fort Dix, NJ
FCI Gilmer, WV
FCI Greenville, IL
FCC Hazelton, WV
FCI Jesup, GA
FCI La Tuna, TX
FCI Lexington, KY
FCC Lompoc, CA
FCI Loretto, PA
FCI Leavenworth, KS
FCI Manchester, KY
FCI Marion, IL
FCI Miami, FL
FCI Milan, MI
FPC Montgomery, AL
FCI Marianna, FL
FCC Oakdale, LA
FCI Pekin, IL
FCI Phoenix, AZ
FCC Pollock, LA
FCI Safford, AZ
FCI Schuylkill, PA
FCI Seagoville, TX
FCI Sandstone, MN
FCI Tallahassee, FL
FCI Talladega, AL
FCC Terre Haute, IN
FCI Texarkana, TX
FCC Victorville, CA
FCI Waseca, MN
FCI Williamsburg, SC
FCC Yazoo City, MS
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
How you will be evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
If your composite score exceeds the average score for this job, your resume and supporting documentation will be compared to your online assessment responses and utilized to determine whether you meet the job qualifications listed in this announcement. If your selections are not supported by your application materials, your responses may be adjusted and/or you may be excluded from consideration for this job. If you are found to be among the top candidates, you will be referred to the selecting official for employment consideration.
There are several parts of the application process that affect the overall evaluation of your application:
* Your resume, which is part of your USAJOBS profile;
* Your responses to the eligibility questions;
* Your responses to the online assessment;
* Your supporting documentation, if required.
Time-in-Grade: Federal employees must meet time-in-grade requirements for consideration. You must meet all qualification requirements upon the closing date of this announcement.
What Competencies/Knowledge, Skills and Abilities are Required for this Position?
The following Competencies/Knowledge, Skills and Abilities (KSA's) are required:
* Ability to utilize time and resources in order to devise plans, procedures, or methods to carry out work assignments while applying a knowledge of financial systems.
* Ability to develop, interpret, and apply financial management policies, procedures, and guidelines.
* Ability to supervise subordinates.
* Ability to meet and deal with others.
* Ability to apply accounting concepts, theories, and practices to derive solutions.
You may preview questions for this vacancy.
Benefits
Help
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Approved duty locations below:
FCI Aliceville, AL
FCC Allenwood, PA
FCI Ashland, KY
FCI Atlanta, GA
FCI Bastrop, TX
FCI Beckley, WV
FCC Beaumont, TX
FPC Bryan, X
FCC Butner, NC
Central Office, Washington, DC
FCC Coleman, FL
FCI Cumberland, MD
FCI Edgefield, SC
FCI Englewood, CO
FCI El Reno, OK
FCC Forrest City, AR
FCI Fort Dix, NJ
FCI Gilmer, WV
FCI Greenville, IL
FCC Hazelton, WV
FCI Jesup, GA
FCI La Tuna, TX
FCI Lexington, KY
FCC Lompoc, CA
FCI Loretto, PA
FCI Leavenworth, KS
FCI Manchester, KY
FCI Marion, IL
FCI Miami, FL
FCI Milan, MI
FPC Montgomery, AL
FCI Marianna, FL
FCC Oakdale, LA
FCI Pekin, IL
FCI Phoenix, AZ
FCC Pollock, LA
FCI Safford, AZ
FCI Schuylkill, PA
FCI Seagoville, TX
FCI Sandstone, MN
FCI Tallahassee, FL
FCI Talladega, AL
FCC Terre Haute, IN
FCI Texarkana, TX
FCC Victorville, CA
FCI Waseca, MN
FCI Williamsburg, SC
FCC Yazoo City, MS
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
Required documents
Required Documents
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Failure to provide legible required documents and/or follow the prescribed format often results in removal from consideration. If uploading documentation, do not identify/save your documents utilizing a special character such as %, #, @, etc. Documentation should be identified/saved as VA Letter, DD-214, or Transcripts.
* Resume: Resume (includes name and contact information) limited to 2 pages showing relevant experience (cover letter optional). Experience that would not normally be part of the Federal employee's position is creditable when documented by satisfactory evidence of qualifying experience (e.g., a memorandum from the manager, Human Resource Manager, SF-52, etc.).
* To receive credit for experience contained in an application, the experience must be documented:
* Reflecting start date and end date in month/year format (MM/YYYY) AND
* Include the number of hours worked per week.
* SF-50: Current or former Federal employees NOT employed by the Bureau of Prisons MUST submit a copy of their SF-50 Form which shows competitive service appointment, tenure group, and salary. If you have promotion potential in your current position, please provide proof. If you are applying for a higher grade, and your experience was gained at a Federal agency other than the Bureau of Prisons, you MUST provide the SF-50 Form which verifies the length of time you have been in your highest grade and supports your claim for time in grade.
* Employees applying with an interchange agreement must provide proof of their permanent appointment.
* Current federal employees NOT employed by the BOP and former federal employees MUST submit a copy of their latest yearly performance appraisal/evaluation.
* CTAP, Click Here, if applicable.
* College transcript: includes the School Name, Student Name, Degree, and Date Awarded (if applicable).
* NOTE: If you are selected, official transcript(s) will be required prior to your first day.
For more help, visit USAJOBS Help Center - What should I include in my resume?
We cannot be held responsible for incompatible software, delays in mail service, applicant application errors, etc.
If you are relying on your education to meet qualification requirements:
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
$124.5k-161.9k yearly 12d ago
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Business Banker
Texas First Bank . Insurance 4.5
Finance associate job in Montgomery, TX
Job Description
Launch Your Career with Texas First!
Enjoy a generous Sign-On Bonus and Retention Bonus as a thank-you for your commitment.
Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we're dedicated to helping employees and communities thrive.
Text BANKER to ************** to apply and submit your resume!
Job Summary
The Business Banker position sets the tone for each client experience since they are the first point of contact for our customers and their connection to many transactions that they can initiate while visiting the banking center. They must be able to adapt to customer needs, complete service transactions, open accounts, and refer customers to other bank employees for additional support when needed. They provide exceptional customer service while having conversations and building relationships. Our Business Banker communicate with all types of customers and work as part of a team to help customers succeed financially.
In this role, you will:
Support customer engagement by processing teller transactions, consumer, and commercial new accounts, and making appropriate introductions to loan officers.
Complete operational activities while minimizing risks under established policies.
Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures, products, and partners across the organization.
Receive direction from managers and exercises judgment within defined policies and procedures.
Escalate questions and issues to more professional roles.
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
Identify information and services to meet customers' financial needs
Responsibilities and Duties
Ability to educate and connect customers to technology and share the value of mobile banking options
Interact with integrity and professionalism with customers and team members.
Experience working with others on a team to meet customer needs
Cash handling experience
Ability to follow policies, procedures, and regulations
Identify potential fraud/risky accounts and take appropriate action to prevent loss.
Well-organized, independent, and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Evaluates needs of potential clients and offers appropriate financial products and services.
Utilizes knowledge of required paperwork and systems to open new accounts; prepares documents accurately.
Assist customers with being able to access their safe deposit box.
Process and sort incoming mail, night depository, and mail transactions.
Responsible for following all opening and closing banking centers.
Support the overall banking center referral efforts. Management establishes goals for such items as Debit cards, direct deposit, online banking, or referrals for product and treasury management services bank products.
include the following and other duties assigned.
Job Skills and Qualifications
High School diploma or equivalent.
This position requires working knowledge of Word and Excel; must be able to type and use a ten-key.
Fluency in Spanish is a plus.
Excellent interpersonal and communication skills.
Ability to handle transactions accurately and quickly.
Strong math aptitude and attention to detail.
Ability to work effectively in a team environment.
Flexibility to work additional hours when requested and Saturdays.
The ability to lift up to 25 pounds and sit/stand for long periods of time
Salary Grade 03
EOE/Disability/Veteran
$55k-101k yearly est. 10d ago
Overstaff Financial Services Representative
Worldacceptance
Finance associate job in Bryan, TX
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.
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.
Pay Rate: $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.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-19 hourly Auto-Apply 7d ago
Overstaff Financial Services Representative
World Finance 4.2
Finance associate job in Bryan, TX
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.
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.
Pay Rate: $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.
* Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
* Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
* Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
* Demonstrated self-confidence, organization, and adaptability.
* A history of kindness, compassion, and helping others succeed.
* A mindset focused on quality, problem-solving, and openness to new ideas.
* Team-oriented approach - willing to pitch in, learn, and lead by example.
* Basic computer proficiency and comfort learning new systems.
* Valid driver's license and access to a dependable vehicle.
Why World?
* Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
* Proven career paths: 75% of our Operations Executives began in similar roles.
* Community connection: Paid volunteer hours each year to give back.
* Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
* Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
* Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
* Be home for dinner: Your life outside of work is a priority.
* Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
* Frequently stationary with regular movement throughout office environments.
* Occasional climbing, kneeling, bending, twisting, and reaching.
* Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
* Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
* Fast-paced, high-demand environment requiring professionalism and adaptability.
* Frequent travel to branch locations; may include extended hours, evenings, or weekends.
* Standard indoor office settings with typical noise, lighting, and temperature.
* Frequent customer and coworker interaction; must communicate clearly and professionally.
* Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-19 hourly Auto-Apply 2d ago
Personal Banker II
Cadence Bank 4.7
Finance associate job in Bryan, TX
What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
How You Will Make an Impact
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
* High school diploma required; college coursework preferred.
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Cadence Bank
#LI-EW1
$31k-37k yearly est. 34d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in College Station, TX
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 16d ago
21R - Electronic Banking Specialist III
The Adam Corporation Group 4.2
Finance associate job in College Station, TX
Electronic Banking Specialist III
Electronic services include Online Banking, Bill Payment Services, and Mobile Banking, Online Cash Management services for businesses, Remote Deposit Capture, Mobile Remote Deposit, E-statements and Electronic Branch operations & services (Wires). The Electronic Banking Specialist III is responsible to minimize any losses the bank or the customer may incur as a result of a security breach or failure to implemented proper security procedures within the E-Banking Department. This position will be required to perform tasks associated with each position within the Electronic Banking Department and resolve escalated/ complex issues in a professional manner.
ESSENTIAL FUNCTIONS
Oversees daily processing of activities within the E-Banking department to achieve accurate, timely and effective workflow to ensure all deadlines are met. Reassign staff as necessary to effectively distribute workload during peak processing periods and vacations.
Responsible for Strategic Planning, Risk Management and fraud monitoring for the Electronic Banking Department
Develops and implements training and procedural materials that increase awareness, educate users and staff, and promote use of the Bank's electronic services.
Monitors and maintains security for all electronic products.
Monitors all electronic services to insure they are in compliance with established policies, procedures, regulations and laws.
To provide friendly, professional and accurate service and support to all customers and employees.
Meet with customers, staff, and employees, other department leaders to ensure the Electronic Banking Support is effective and performing desirably.
Monitors industry trends regarding electronic services including product design, delivery methods, pricing, and new technology.
Assist department employees in job training and personal development. Coach employees to ensure expectations are clear and the department is working towards an established goal.
Monitor and review daily maintenance reports
Work and process Non-Post ACH, incoming and outgoing wire transfers, Debit Card support, mobile remote deposit, ACH processing, ACH Yellowhammer or other related functions within the Electronic Banking Department.
Performs other job-related duties as assigned.
EDUCATION & EXPERIENCE
High school education or equivalent with vocational training in business and office operations.
Experience in related field or equivalent to 3 - 5 years.
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required.
CERTIFICATIONS, LICENSES, COMPETENCIES, & SKILLS
Ability to operate personal computer and have a thorough understanding of bank technology requirements.
Ability to read, analyze and interpret professional, financial, and legal documents.
Ability to communicate in a clear, concise manner.
Organizational skills and ability to balance several ongoing projects simultaneously.
Ability to collect and analyze data in order to define and solve problems.
Ability to interpret technical instructions and deal with an assortment of variables.
Professional oral and written communications skills for communicating and building relationships with contacts.
Valid state issued driver's license is required.
AAP or NACHA Certification preferred.
Proficient in Microsoft Office (Excel, Word, PowerPoint) and other banking software applications.
Must be insurable in the state of Florida or Texas.
PHYSICAL & MENTAL DEMANDS
Regularly required to use hands to finger, walking, standing, hearing, talking, reading, writing, and carrying up to 10 lbs.
Position requires sitting at a desk for extended periods of time.
Attention to detail and mental concentration are necessary for accurately performing tasks, working in a stressful and fast-paced environment, and handling frequent interruptions.
Willingness to adapt to frequently changing environment is required.
Must on occasion deal with emotional, hostile, or antagonistic behavior from customers and be able to respond calmly and professionally.
$31k-41k yearly est. Auto-Apply 60d+ ago
Relationship Banker - Bryan / College Station
Extraco Banks, N.A 3.8
Finance associate job in College Station, TX
Job Description: Relationship Banker Location: Bryan / College Station Description: As a Relationship Banker, you will hold a key position within our bank, responsible for establishing and nurturing customer relationships, opening and managing accounts, and driving business growth through referrals to various sales departments. This role is pivotal in delivering exceptional customer service and expanding the bank's client base.In this role, you will be the face of the bank, responsible for fostering strong customer relationships, meeting their financial needs, and driving business growth through referrals. Your ability to understand and respond to customer requirements will contribute to the bank's success and reputation within the community. Responsibilities that we would like for you to be excited about:
Develop and maintain strong, trusting relationships with customers.
Safely and accurately handle cash, coins, and negotiable instruments, following established cash-handling procedures, while simultaneously accurately processing a wide range of banking or teller transactions including deposits and withdrawals, adhering to established procedures and regulatory guidelines.
Open and service various types of checking and savings accounts, utilizing tools and resources to document all services completed on our customers' accounts.
Hold conversations with customers to understand their current and future financial needs to identify opportunities to make product recommendations.
Provide exceptional service through our SWARM Banking approach, which involves greeting customers by name and greeting them as they walk into our lobbies.
Help build the business by contributing toward monthly sales and service metrics.
Refer customers to specialized departments such as mortgage, wealth management and insurance.
Onboard our new customers through our follow-up routines to ensure the customer's successful use of our products.
Utilize technology to educate customers on our full range of digital banking including but not limited to virtual tellers, our mobile app and safe online banking habits. Be a point of contact for customers facing technical issues/difficulties with our digital banking tools.
Other Duties as assigned
What we would expect you to bring to the team:
Banking knowledge: Familiarity with banking operations, procedures and financial products. Understands banking regulations and compliance requirements.
Adaptability: Adapt in fast paced environment with constant interruptions.
Detail Oriented: Focus and pay close attention to details.
Emotional Intelligence: Show empathy and appreciation for others.
Excellent Communication: Listen first and demonstrate strong verbal and written skills.
Exceptional Customer Service: Address inquiries, resolve issues and assist customers by going the extra mile.
Initiative: Be motivated to succeed in this role and attain goals due to own enthusiasm and interest.
Interpersonal Skills: Demonstrate teamwork and motivate others around you.
Stress Management: Focus on what you can control and seek out help when needed.
Positive Attitude: Keep a positive attitude and communicate openly with your manager.
Experience and Basic Qualifications:
High School diploma required
4 year degree strongly preferred
3 years of cash handling experience strongly preferred
2 years retail banking experience strongly preferred
3-5 years of customer service or sales experience required
Qualifications that would be a plus:
Experience in opening accounts for Small Business customers
Work Hours: Hours will vary depending on location assigned. Consistent weekend availability on Saturdays during the hours of 8:30am - 1:00pm. Extraco's Investment in You:
Consumer Banking Training Academy that will provide you with the tools and knowledge to be successful.
Complete career path opportunities for your growth.
Ability to take your progress in your own hands with sophisticated software to document your personal development.
Partnerships throughout our branch network that can assist in your success.
Regular 1on1 meetings and coaching sessions with your leadership team.
Active approach to identify ways to improve the employee experience alongside the customer experience.
Annual Retail Awards and Recognition Event to celebrate employee successes.
Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability.
$29k-35k yearly est. 60d+ ago
Finance Manager
EAG Automotive
Finance associate job in Navasota, TX
Job Description
Finance and Insurance (F&I) Manager - Automotive
This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale.
Job Responsibilities
Contract new business, sell and close deals
Generate finance income on all sold customers
Check/verify paperwork involved with cash, finance or loan transactions
Contract or collect all money at closing
Seek bank approval on financed and leased deals
Maintain a working knowledge of leases, “balloons”, etc.
Promote Credit Life/Accident & Health sales
Assist in acquiring approval from lenders
Understand all programs and rate options offered by our lenders
Solicit extended warranty sales (aftermarket)
Handle all cancellations for extended warranties and credit life
Benefits
Health, Dental, Vision and paid time off.
About us
For over 30 years, we have been a family-owned and operated business committed to providing a supportive and growth-oriented work environment. We strongly believe in promoting from within and investing in the long-term success of our team members.
We offer a comprehensive benefits package including health, dental, and vision insurance, short-term disability, and Aflac products. Employees are also eligible for paid vacation after their first year of service.
$70k-100k yearly est. 19d ago
Personal Banker Brenham TX
Wells Fargo 4.6
Finance associate job in Brenham, TX
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 2450 Becker Dr Brenham, TX 77833
Posting End Date:
22 Feb 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$30k-37k yearly est. 10d ago
Financial Analyst
Murray Resources 4.7
Finance associate job in Montgomery, TX
A leading wholesale distribution company is seeking a Financial Analyst to support data-driven decision-making and financial performance across the organization. The ideal candidate is a detail-oriented, analytical professional with a collaborative mindset. Working cross-functionally, the new hire will deliver actionable insights by analyzing financial data, forecasting trends, and supporting reporting initiatives while ensuring accuracy and financial integrity.
Salary + Additional Benefits:
$60,000-$65,000
Medical Insurance
Dental Insurance
Vision Insurance
401K - company match
Location: Montgomery, TX
Type of Position: Direct Hire
Responsibilities:
Prepare and analyze financial reports, budgets, and forecasts to support decision making.
Monitor key performance indicators (KPIs) and provide actionable insights.
Partner with business units to assess financial impacts of operational activities.
Conduct variance analysis between actuals and budget/forecast.
Develop financial models to evaluate business initiatives and investment opportunities.
Assist with month-end close and reporting processes.
Support ad hoc reporting requests and special projects from leadership.
Ensure data accuracy across reporting systems and suggest process improvements.
Requirements:
Bachelor's degree in Finance, Accounting, Economics, or a related field
2+ years of experience in financial analysis, planning, or business intelligence
Proficient in Microsoft Excel and financial modeling
Strong analytical, communication, and problem-solving skills
Experience in CPG Distribution and service-based environments preferred
Understanding of GAAP and financial reporting standards preferred
Must be able to sit or stand for extended periods and operate standard office equipment
Occasional travel may be required for meetings or training
Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application. #LI-DNI
$60k-65k yearly 4d ago
Finance Specialist I - Huntsville Central Pharmacy
Aa083
Finance associate job in Huntsville, TX
Finance Specialist I - Huntsville Central Pharmacy - (2600035) Description The mission of Correctional Managed Care is to address the healthcare needs of underserved patient populations within the Texas Department of Criminal Justice (TDCJ) and the Texas Juvenile Justice Department (TJJD).
JOB SUMMARY:Assists with transactional, budget, and analytical support with moderate supervision. Supports preparation of special projects, presentations and provides technical expertise regarding financial activities.
ESSENTIAL JOB FUNCTIONS:
Provide transactional and analytical support for assigned functions or departments.
Supports preparation of annual and monthly financial and operational reports for assigned functions or departments.
Supports preparation of presentations and does ad hoc analysis for management.
Assists in coordination, preparation, and analytical review of the University's monthly financial report.
Insures compliance with Federal and State UT System rules and regulations.
Provides productivity and metric data for management.
Provides financial information which enables management to make inform long term and short-term decisions.
Adheres to appropriate internal controls for department; provides mechanisms to monitor and enforce compliance.
Performs other related duties as required.
EQUIPMENT:Standard office equipment
WORK ENVIRONMENT:Standard office environment
Security clearance is required; pre-employment drug testing is also required. Qualifications REQUIRED EDUCATION/EXPERIENCE:
Associate degree or equivalent
Two years related experience required.
Salary is commensurate with years of relevant work experience.
Equal Employment Opportunity
UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities. Primary Location: United States-Texas-HuntsvilleWork Locations: Central Pharmacy 2400 Avenue I Huntsville 77340 -Job: Business, Managerial & FinanceOrganization: UTMB Health: Regular StandardEmployee Status: Non-ManagerJob Posting: Jan 5, 2026, 5:26:32 PM
$35k-61k yearly est. Auto-Apply 22d ago
Personal Banker Brenham TX
W.F. Young 3.5
Finance associate job in Brenham, TX
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
2450 Becker Dr Brenham, TX 77833
Posting End Date:
22 Feb 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$30k-35k yearly est. Auto-Apply 11d ago
Finance Specialist I - Huntsville Central Pharmacy
UTMB Health 4.4
Finance associate job in Huntsville, TX
The mission of Correctional Managed Care is to address the healthcare needs of underserved patient populations within the Texas Department of Criminal Justice (TDCJ) and the Texas Juvenile Justice Department (TJJD).
Assists with transactional, budget, and analytical support with moderate supervision. Supports preparation of special projects, presentations and provides technical expertise regarding financial activities.
ESSENTIAL JOB FUNCTIONS:
Provide transactional and analytical support for assigned functions or departments.
Supports preparation of annual and monthly financial and operational reports for assigned functions or departments.
Supports preparation of presentations and does ad hoc analysis for management.
Assists in coordination, preparation, and analytical review of the University's monthly financial report.
Insures compliance with Federal and State UT System rules and regulations.
Provides productivity and metric data for management.
Provides financial information which enables management to make inform long term and short-term decisions.
Adheres to appropriate internal controls for department; provides mechanisms to monitor and enforce compliance.
Performs other related duties as required.
EQUIPMENT:
Standard office equipment
WORK ENVIRONMENT:
Standard office environment
Security clearance is required; pre-employment drug testing is also required.
REQUIRED EDUCATION/EXPERIENCE:
Associate degree or equivalent
Two years related experience required.
Salary is commensurate with years of relevant work experience.
Equal Employment Opportunity
UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.
$34k-48k yearly est. Auto-Apply 20d ago
Finance Specialist I - Huntsville Central Pharmacy
University of Texas Medical Branch 3.6
Finance associate job in Huntsville, TX
The mission of Correctional Managed Care is to address the healthcare needs of underserved patient populations within the Texas Department of Criminal Justice (TDCJ) and the Texas Juvenile Justice Department (TJJD). Assists with transactional, budget, and analytical support with moderate supervision. Supports preparation of special projects, presentations and provides technical expertise regarding financial activities.
ESSENTIAL JOB FUNCTIONS:
* Provide transactional and analytical support for assigned functions or departments.
* Supports preparation of annual and monthly financial and operational reports for assigned functions or departments.
* Supports preparation of presentations and does ad hoc analysis for management.
* Assists in coordination, preparation, and analytical review of the University's monthly financial report.
* Insures compliance with Federal and State UT System rules and regulations.
* Provides productivity and metric data for management.
* Provides financial information which enables management to make inform long term and short-term decisions.
* Adheres to appropriate internal controls for department; provides mechanisms to monitor and enforce compliance.
* Performs other related duties as required.
EQUIPMENT:
Standard office equipment
WORK ENVIRONMENT:
Standard office environment
Security clearance is required; pre-employment drug testing is also required.
REQUIRED EDUCATION/EXPERIENCE:
* Associate degree or equivalent
* Two years related experience required.
Salary is commensurate with years of relevant work experience.
Equal Employment Opportunity
UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.
Compensation
$33k-45k yearly est. 21d ago
Relationship Banker II
Trustmark 4.6
Finance associate job in Hempstead, TX
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
Responsibilities
Identify customer needs and make the appropriate referrals through proactive sales/service efforts.
Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
Deliver exceptional customer experience that follows Trustmark's service standards.
Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).
Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
Making outreach calls to customers and/or prospects.
Comply with the bank's guidelines, policies, procedures, and standards of performance.
Coach and serve as a mentor to Relationship Bankers and Tellers.
Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
Handle the cash shipment and vault management for a branch.
Ability to handle the origination of consumer loans.
Perform additional duties as assigned.
Qualifications
High school diploma or GED
2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.
Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
Be able to register with the National Mortgage Licensing System and Registry (NMLS)
Able to use basic math concepts and can handle routine transactions and close out the cash drawer
Exceptional customer service skills with the ability to learn and communicate Trustmark products
Pass appropriate assessment tests related to customer service and math skills
Able to meet sales goals in a retail environment
Basic computer skills and the ability to learn internal technology systems to perform work tasks
Strong interpersonal and communication skills both verbal and written
Time management skills
Detail-oriented with a focus on quality and accuracy
Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
Preferred:
Prior supervisory experience in a retail or bank environment
Prior experience processing consumer or mortgage loans
2 years of banking industry knowledge specifically of the Relationship Banker position
Physical Requirements/Working Conditions:
Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment
$30k-35k yearly est. Auto-Apply 23h ago
Finance Manager
EAG Automotive
Finance associate job in Navasota, TX
Finance and Insurance (F&I) Manager - Automotive
This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale.
Job Responsibilities
Contract new business, sell and close deals
Generate finance income on all sold customers
Check/verify paperwork involved with cash, finance or loan transactions
Contract or collect all money at closing
Seek bank approval on financed and leased deals
Maintain a working knowledge of leases, “balloons”, etc.
Promote Credit Life/Accident & Health sales
Assist in acquiring approval from lenders
Understand all programs and rate options offered by our lenders
Solicit extended warranty sales (aftermarket)
Handle all cancellations for extended warranties and credit life
Benefits
Health, Dental, Vision and paid time off.
About us
For over 30 years, we have been a family-owned and operated business committed to providing a supportive and growth-oriented work environment. We strongly believe in promoting from within and investing in the long-term success of our team members.
We offer a comprehensive benefits package including health, dental, and vision insurance, short-term disability, and Aflac products. Employees are also eligible for paid vacation after their first year of service.
$70k-100k yearly est. 16d ago
Personal Banker Brenham TX
Wells Fargo 4.6
Finance associate job in Brenham, TX
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
**In this role you will:**
+ Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
+ Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
+ Receive direction from managers and exercise judgement within defined policies and procedures
+ Develop understanding of bank products and services to connect to customers' needs
+ Interact with customers to demonstrate care and build relationships
+ Provide appropriate options for bank products and services to customer
+ Refer customers' financial needs to other bankers and partners as needed
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Customer service focus with experience handling complex transactions across multiple systems
+ Experience proactively engaging with customers through outreach via phone or email
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to help customers succeed financially by offering introductions to additional team members as appropriate
+ Experience working with others on a team to meet customer needs
+ Experience fostering and developing strong customer relationships
+ Ability to build strong relationships with internal partners
+ Ability to follow policies, procedures, and regulations
+ Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
+ Ability to interact with integrity and professionalism with customers and team members
+ Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
+ Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Support customers and employees in resolving or escalating concerns or complaints
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Posting Location(s):**
+ 2450 Becker Dr Brenham, TX 77833
**Posting End Date:**
22 Feb 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-516084
$30k-37k yearly est. 10d ago
Personal Banker II
Cadence Bank 4.7
Finance associate job in Industry, TX
What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
How You Will Make an Impact
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
* High school diploma required; college coursework preferred.
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Cadence Bank
#LI-EW1
$31k-37k yearly est. 12d ago
Relationship Banker I
Trustmark 4.6
Finance associate job in Hempstead, TX
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
Responsibilities
* Identify customer needs and make the appropriate referrals through proactive sales/service efforts.
* Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
* Deliver exceptional customer experience that follows Trustmark's service standards.
* Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).
* Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
* Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
* Making outreach calls to customers and/or prospects.
* Comply with the bank's guidelines, policies, procedures, and standards of performance.
* Perform additional duties as assigned.
Qualifications
* High school diploma or GED
* One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable).
* Able to use basic math concepts and can handle routine transactions and close out the cash drawer
* Exceptional customer service skills with the ability to learn and communicate Trustmark products
* Pass appropriate assessment tests related to customer service and math skills
* Able to meet sales goals in a retail environment
* Basic computer skills and the ability to learn internal technology systems to perform work tasks
* Strong interpersonal and communication skills both verbal and written
* Time management skills
* Detail-oriented with a focus on quality and accuracy
* Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
Preferred:
* Experience in maintaining and balancing a cash drawer
Physical Requirements/Working Conditions:
Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment
How much does a finance associate earn in Bryan, TX?
The average finance associate in Bryan, TX earns between $34,000 and $105,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.