Financial Transmission Rights (FTR) Trader
We are seeking a skilled FTR trader to join our expanding power markets team in California/Bay Area. This role involves actively trading congestion products across several ISO/RTO markets, performing market research, and developing data-driven trading strategies.
You'll work closely with other traders and analysts to identify opportunities, manage risk, and enhance our existing strategy framework. Collaboration with different trading groups within the firm is encouraged, providing exposure to a wide range of energy market activities.
We're looking for someone who combines deep knowledge of FTR and congestion markets with curiosity and a hands-on mindset. You should be excited to analyze market dynamics, refine trade ideas, and guide junior members of the desk.
Our culture values people who are humble, sharp, and collaborative-we innovate constantly, whether it's through new analytical methods, trading ideas, or technology improvements. This position offers the chance to make a direct impact on the firm's performance from day one.
Requirement:
Hands-on experience (around 2+ years) in FTR trading, congestion analysis, or comparable power market roles involving ISO/RTO products.
Solid grasp of market design, grid operations, and transmission dynamics across multiple U.S. power markets.
Strong technical toolkit - proficient in Python for research and data engineering, comfortable working in Git-based environments for collaborative development.
Proven record of building, testing, and refining trading strategies through full lifecycle: ideation → modeling → risk assessment → post-trade review.
Adept with statistical reasoning and quantitative methods; uses probability, regression, and optimization techniques to evaluate risk and discover inefficiencies.
Exceptionally detail-oriented and disciplined - able to manage simultaneous workflows and deliver consistent results under time pressure.
Enjoys working with data, exploring new patterns, and maintaining rigorous model validation habits.
Strong communication skills; able to explain technical findings clearly and coordinate with traders, analysts, and technology teams.
Self-driven and intellectually curious - thrives in unstructured environments, quick to learn new tools and adapt to changing market conditions.
Positive teammate who contributes to a collaborative, solution-focused desk culture.
$68k-116k yearly est. Auto-Apply 60d+ ago
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Finance Manager - Automotive
Hiring Winners
Finance associate job in McAllen, TX
F&I Manager - Automotive
Don't miss this amazing opportunity for F&I professionals. With sales volume on the rise, our growing dealership needs an F&I Manager. And we only hire the best. We need someone who can sell well and sell ethically-a master of finance and insurance knowledge. A true professional who can communicate product features and benefits in a way that not only gets customers to understand, but gets them to buy.
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.
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
Apply Today!
$68k-100k yearly est. 60d+ ago
Finance Manager
Hakes Brothers LCNM, LLC
Finance associate job in McAllen, TX
Job Description
The Finance Manager is primarily responsible for providing financial and analytical support to help drive operational success in nearly every aspect the Division's operations including: sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement.
Duties include:
Prepares financial forecasts of sales, starts, closings and other financial and operational metrics.
Regularly updates proforma data for each community with accurate and up-to-date information.
Responsible for division financial/operational reporting.
Assists with land acquisition feasibility modeling, including critical evaluation of inputs from land, sales, purchasing, and construction departments.
Conducts ad-hoc financial analysis to understand business drivers and the competitive environment to help drive business results.
Evaluates and communicates areas of risk and presents solutions.
Coordinates with corporate accounting and finance to complete month-end close activities.
Ensures compliance with SOX controls as directed by corporate accounting.
Assists each department, as required, with ongoing business needs.
Delegates work according to employee's abilities and skills.
Provides input to employee's performance evaluations.
Assists in the identification of internal and external training opportunities.
Provides continuous coaching with regard to functional and leadership standards (technical skills and behaviors).
Qualifications
Required: Minimum Bachelor's Degree in Finance or Accounting (or equivalent in related field)
Preferred: Minimum three years public and/or corporate accounting experience
Preferred: Certified Public Accounting license (active or inactive)
Preferred: Prior homebuilding experience
Preferred: Excel and PowerBI proficiency
Strong analytical skills
Good verbal and written communication skills
Self-motivated with excellent organizational skills
Knowledge of accounting theory and financial reporting
Incentives
Paid vacation, sick leave & holidays
Discount off the sales price of a Hakes Brothers home
401k & Profit Sharing
Medical, dental and vision insurance
$68k-100k yearly est. 26d ago
Financial Representative
Western & Southern Life 4.8
Finance associate job in Harlingen, TX
HARLINGEN TX Default: Location : City HARLINGEN The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
* Identify market(s) and develop appropriate marketing plan.
* Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
* Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
* Adequately prepare for all appointments through established processes.
* Conduct all appointments using Western & Southern Life consultative practices and processes.
* Effectively sell insurance and investment solutions.
* Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
* Market for the purposes of developing the Western & Southern Life brand at the local level.
* Proactively develop community relationships to cultivate and strengthen presence in target market(s).
* Maintain personal contact with clients to ensure their evolving financial needs are being met.
* Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
* Accurately maintain client and company records, payments, etc., in a timely manner.
* Operate an automobile during both day and night hours.
Qualifications
* High level of integrity.
* Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
* Strong interpersonal, relationship, and influence skills.
* Effective communication skills including listening, speaking and writing.
* Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
* The ability to influence others to take needed action.
* Demonstrate personal drive and resilience to achieve goals.
* Willing and able to network for new clients.
Educational Requirements
* Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
* Working knowledge of word processing and spreadsheet applications.
* Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
* Obtain and hold State Life and Health license prior to hire.
* Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands
* Access to an automobile and ability to maintain a valid driver's license.
$44k-78k yearly est. Auto-Apply 14d ago
Bert Ogden Cdjr Finance Manager
Bert Ogden Harlingen Motors 3.8
Finance associate job in Harlingen, TX
Full-time Description
BERT OGDEN CDJR FINANCE MANAGER
Finance and Insurance Manager
DEPARTMENT: Sales
REPORTS TO: General Manager
PURPOSE: The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers.
ESSENTIAL DUTIES:
· Treat customers in accordance with dealership policies.
· Ensure that the proper follow-up schedule is attached to all completed sales.
· Ensure that all necessary customer satisfaction forms have been completed and turned in.
· Work with the service department to provide additional warranty information as necessary.
· Work with sales staff on computer follow-up system.
· Maintain daily log sheet and tabulate total, share with sales manager.
· Sell financing and credit life, accident and health insurance to customers.
· Establish and maintain good working relationships with several finance sources, factory and otherwise.
· Keep the general manager and sales manager apprised of all special programs sponsored by any financial source.
· Submit paperwork to and obtain approval from finance sources on all finance deals.
· Instruct salespeople in the methods of selling financing.
· Work with sales manager to secure a reasonable profit from every sale.
· Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income.
· Attend managers' meetings.
· Seek insurance companies for insurance paper.
· Maintain insurance files.
· Acquire/maintain licenses for selling insurance.
· Maintain a daily operating control.
· Prepare monthly penetration reports on finance penetration and share with sales manager.
· Check all paperwork for correct in title, lien information, taxes, etc.
· Establish and meet monthly objectives.
· Assist sales manager in the “outside call” program.
· Prepare and participate in sales meetings.
· Work with sales staff in negotiating a sale in the sales manager's absence.
· Monitor alternately with sales manager the lot traffic and compare with daily log sheet.
· Maintain a thorough knowledge of the policies and procedures of the sales department.
Requirements
Must be 21 years old or older.
Must have a Valid Texas Driver License
Must be able to pass a hair follicle drug screening.
Must be able to pass a background check screening.
Bert Ogden Auto Group Is An Equal Opportunity Employer
$76k-99k yearly est. 60d+ ago
Finance Manager
Charlie Clark Auto Group
Finance associate job in Harlingen, 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:
401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Opportunities for advancement
Paid time off
Vision insurance
About Us:
At Charlie Clark Auto Group, (AMARU), we lead with LOVE in everything we do, towards our people, our community, our family, and our faith. Rooted in the enduring values and legacy of Charles and Dorothy Clark, Maricruz Aurora Aguirre, Nana, and those who paved the way before us, LOVE is the driving force behind everything we do. Join us and be part of our ORALÉ TEAM!
$67k-100k yearly est. 30d ago
Finance Manager - Bert Ogden Toyota
Bert Ogden Automotive Group 3.2
Finance associate job in Harlingen, TX
Finance and Insurance (F&I) Manager - Bert Ogden Toyota
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
Compensation
Compensation is based on experience and commensurate with Fortune 500 companies. Top performers in this position have an earning potential of $XXX,XXX or more.
Benefits
In addition to career-long personal development, our associates enjoy a number of benefits, including:
Health, Vision & Dental Insurance
Paid Vacation
Paid Holidays
Incentives
About Our Dealership
We are not your typical auto group. Here at Bert Ogden Auto Group, we actually look out for our community. Whether we are supporting a fundraiser through a local school or working with a local charity or organization, we are always doing as much as we can to improve South Texas. It's good to know, that when you shop with Bert Ogden Auto Group, you are supporting a local business that keeps its money right here in South Texas.
We are proud to call South Texas our home, and with 18 different dealerships and 23 lines from which to serve you, we are bound to have a location in your neighborhood. We serve countless cities, towns, and communities including McAllen, Mission, Harlingen, Edinburg, and all points in between. If you live, work, or travel in South Texas, then allow Bert Ogden Auto Group to welcome you at one of our dealerships with open arms. We hope to work with you soon.
$74k-113k yearly est. 60d+ ago
Bert Ogden Fiesta Nissan Edinburg Finance Manager
Fiesta Nissan
Finance associate job in Edinburg, TX
Full-time Description
The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers.
Treat customers in accordance with dealership policies.
Ensure that the proper follow-up schedule is attached to all completed sales.
Ensure that all necessary customer satisfaction forms have been completed and turned in.
Work with the service department to provide additional warranty information as necessary.
Work with sales staff on computer follow-up system.
Maintain daily log sheet and tabulate total, share with sales manager.
Sell financing and credit life, accident and health insurance to customers.
Establish and maintain good working relationships with several finance sources, factory and otherwise.
Keep the general manager and sales manager apprised of all special programs sponsored by any financial source.
Submit paperwork to and obtain approval from finance sources on all finance deals.
Instruct salespeople in the methods of selling financing.
Work with sales manager to secure a reasonable profit from every sale.
Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income.
Attend managers' meetings.
Seek insurance companies for insurance paper.
Maintain insurance files.
Acquire/maintain licenses for selling insurance.
Maintain a daily operating control.
Prepare monthly penetration reports on finance penetration and share with sales manager.
Check all paperwork for correct in title, lien information, taxes, etc.
Establish and meet monthly objectives.
Assist sales manager in the “outside call” program.
Prepare and participate in sales meetings.
Work with sales staff in negotiating a sale in the sales manager's absence.
Monitor alternately with sales manager the lot traffic and compare with daily log sheet.
Maintain a thorough knowledge of the policies and procedures of the sales department.
Requirements
Must be 21 years old or older.
Must have a Valid Texas Driver License
Must pass a hair follicle drug screening.
Must pass a background check screening.
EMPLOYMENT BENEFITS INCLUDE:
Paid Vacation and Holidays
401(K)
Vision Insurance
Dental Insurance
Medical Insurance
BERT OGDEN IS AN EQUAL OPPORTUNITY EMPLOYER
$68k-100k yearly est. 60d+ ago
Education Finance Specialist - Financial Aid
SCI Acquistion Co Inc.
Finance associate job in Pharr, TX
Job Description
We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students.
As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families.
Responsibilities
Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning.
Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students.
Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program.
Interview students to obtain information needed to determine eligibility for aid.
Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet.
Ensure 100% student satisfaction; provide timely service during student appointments.
Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act.
Why become an Education Finance Specialist?
Challenge and expand your knowledge.
Develop your skills in an entrepreneurial environment where you have influence.
Work alongside an exceptional leadership team, passionate about educating future developers.
Achieve challenging goals in an environment that provides tangible rewards.
Are you a good fit for SCI?
You are passionate about education and commit to a “students first” philosophy.
You embrace change and you are always excited to learn something new.
You believe that goals are set to be exceeded.
Requirements
Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills.
Technical: You have a working knowledge of MS Outlook, Word and Excel.
Benefits
Training & Development
Fun & Energetic, Family-Based Environment
Continuous Growth Opportunities
Medical, Dental, & Vision Options
Health Savings & Flexible Spending Options (HSA & FSA)
Basic Life & Accident Insurance
Short & Long-term Disability
401K Retirement Plan
SCI is an Equal Opportunity employer
About Southern Careers Institute
SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.
$37k-64k yearly est. 2d ago
Finance Supervisor - ITALY
P&T Business Platforms
Finance associate job in Roma, TX
Finance Supervisor - ITALY - Finance Sup - ITALY - (2100002U) test
Qualifications test
Primary Location: RomaWork Arrangement: Office - CWTEmployment type: StandardJob Family: FinanceScope: GlobalTravel: NoShift: Day JobOrganization: Finance & StrategyJob Posting: Oct 10, 2021
$62k-87k yearly est. Auto-Apply 7h ago
Education Finance Specialist - Financial Aid
Southern Careers Institute 4.1
Finance associate job in Pharr, TX
We call it being a life changer, but you'll call it a job you love while helping others find the same. You'll have a hand in improving the lives of countless SCI students throughout Texas by working with impassioned educators and campus faculty in a collaborative, interactive environment to create optimized environment for our students.
As the Education Finance Specialist / Financial Aid Officer, you will work within federal, state and institutional policies and regulations, to provide financial aid information and counseling services to students and families.
Responsibilities
* Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning.
* Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students.
* Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program.
* Interview students to obtain information needed to determine eligibility for aid.
* Review FAFSA process with student - maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet.
* Ensure 100% student satisfaction; provide timely service during student appointments.
* Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act.
Why become an Education Finance Specialist?
* Challenge and expand your knowledge.
* Develop your skills in an entrepreneurial environment where you have influence.
* Work alongside an exceptional leadership team, passionate about educating future developers.
* Achieve challenging goals in an environment that provides tangible rewards.
Are you a good fit for SCI?
* You are passionate about education and commit to a "students first" philosophy.
* You embrace change and you are always excited to learn something new.
* You believe that goals are set to be exceeded.
Requirements
* Education/Experience: You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
* Skills: You can make mathematical calculations and reconcile records as required. You have excellent analytical, problem solving and customer service skills.
* Technical: You have a working knowledge of MS Outlook, Word and Excel.
Benefits
* Training & Development
* Fun & Energetic, Family-Based Environment
* Continuous Growth Opportunities
* Medical, Dental, & Vision Options
* Health Savings & Flexible Spending Options (HSA & FSA)
* Basic Life & Accident Insurance
* Short & Long-term Disability
* 401K Retirement Plan
* SCI is an Equal Opportunity employer
About Southern Careers Institute
SCI has been changing lives for over 60 years, now and we're just getting started. We offer certification-based training with programs in Medical, Business, Cosmetology, Skilled-Trades and Technology with campuses spanning across central and south Texas as well as online. Our students can graduate most of our programs in under one year and with real-world experience under their belt.
$37k-58k yearly est. 29d ago
Financial Services Representative (Bilingual)
World Finance 4.2
Finance associate job in Weslaco, TX
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
What you'll do:
* Guide customers toward upward credit mobility through good financial choices.
* Provide top-tier customer service, assisting customers with questions, concerns, and products.
* Process and prepare loan applications.
* Take and process payments.
* Prepare loan documents and execute loan closing on current renewal loans.
* Balance assigned cash drawer daily.
* Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
* Maintain strong customer relationships and build community within your branch.
* Other duties include but are not limited to:
* Call approved and unmade applications to close loans daily.
* Help build tax clientele and provide tax services.
* Send complete and accurate credit denial letters within 30 days from the date of application.
* Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
* Must be able to demonstrate self-confidence and organizational skills.
* A history of choosing kindness, showing compassion, and helping others.
* The willingness to seek quality-driven solutions and embrace new ideas.
* Absolute team player - pitching in when needed and accepting help, too.
* To perform this job successfully, an employee must have basic computer skills.
* A valid driver's license & access to a dependable vehicle.
* Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
* We hire from within: we want to see you grow and climb in this company.
* Each year, we promote 80% of Financial Services Reps to management.
* 75% of World's Operations Executives moved up from a similar role.
* We pay you to give back: employees get paid volunteer hours each year.
* Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
* Paid holidays, vacation time, and a 401(k) plan (including company match).
* Be part of a team with clear values, strong community, and a sense of belonging.
* We'll get you home for dinner: your life outside of work is priority #1
* You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
* Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
* Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
* Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
* Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
* Occasional local travel; may include extended hours, evenings, or weekends.
* Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
* Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
* 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.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
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.
$27k-38k yearly est. Auto-Apply 13d ago
Personal Banker La Feria
PNC 4.1
Finance associate job in La Feria, TX
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in La Feria Texas at the La Feria branch.
Bilingual Spanish PreferredPNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$34k-43k yearly est. Auto-Apply 15d ago
Financial Services Representative (Bilingual)
Worldacceptance
Finance associate job in Weslaco, TX
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• 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.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
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 hourly Auto-Apply 14d ago
Relationship Banker - Rio Grande Valley area - Spanish Required
Bank of America 4.7
Finance associate job in McAllen, TX
Pharr, Texas;San Juan, Texas; McAllen, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities** :
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
**Required Qualifications:**
+ **BILINGUAL - SPANISH**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
+ Collaborates effectively to get things done, building and nurturing strong relationships.
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
+ Is confident in identifying solutions for new and existing clients based on their needs.
+ Communicates effectively and confidently, and is comfortable engaging all clients.
+ Has the ability to learn and adapt to new information and technology platforms.
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
+ Applies strong critical thinking and problem-solving skills to meet clients' needs.
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
+ Efficiently manages time and capacity.
+ Focuses on results, while acting in the best interest of the client.
+ Can be flexible to work weekends and/or extended hours as needed.
**Desired Qualifications:**
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
**Skills** :
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$30k-36k yearly est. 6d ago
Statutory Finance Intern
GTT Communications 4.6
Finance associate job in Solis, TX
About GTT: GTT is a leading networking and security as a service provider for multinational organizations, simply and securely connecting people and machines to data and applications - anywhere in the world. We serve thousands of organizations, bringing together the right people, partners and technology to reduce the burden on IT teams and solve the most pressing networking and security challenges. Built on our top-ranked global Tier 1 network, GTT Envision is a single global technology platform to connect, orchestrate, virtualize and automate enterprise networks, enabling customers with consumable solutions to achieve business missions and meet ongoing demand when, where and how needed. Our portfolio includes SASE, SD-WAN, security, internet, voice and other connectivity options, complemented by a suite of professional services and exceptional sales and support teams in local markets around the globe. We partner with our customers to deliver Greater Technology Together. For more information, please visit ************
Role Summary:
Statutory Finance intern is responsible for supporting statutory financial reporting for various GTT entities across EMEA, including providing statutory audits support.
Job Scope/Supervision:
The Statutory Finance intern reports to Statutory Finance Manager.
Duties and Responsibilities:
The day-to-day responsibilities of the role include, but are not limited to the following:
* Extracting and collecting full audit supporting evidence for the purpose of statutory audits from different internal sources/ systems (Oracle, Internal billings system, SAP/ Concur, others) for the assigned accounting areas/ legal entities in scope.
* Support the Statutory finance managers and the auditors during the statutory audit process
* Help build good understanding of the accounting policies (under US GAAP and Local GAAPs) and accounting processes within GTT to effectively support statutory financial reporting
* Preparation of various kinds of ad hoc financial reports and analyses, as needed
Required Experience/Qualifications:
* Bachelor's degree/ Last years' student in Finance/ Accounting/ ACCA student
* Advanced MS Excel user
* No prior experience in the area is required, but 1-2 years of experience/ previous internship experience will be considered a plus
Desirable Experience/Qualifications:
* Basic understanding of the audit process
* Oracle or other ERP system knowledge/ experience is a plus
* Understanding of accounting framework/ accounting standards - IFRS, US GAAP is a plus
* Ability to work in a dynamic, fast moving and demanding environment to meet targets and deadlines
* Proactive person with eagerness to learn and develop
Hours/Travel/Shift:
* Full time employee (flexibility in view of university commitments can be accommodated)
* Duration of the internship is six months with possibility to be prolonged to nine
#LI-VK1 #LI-Remote
$37k-46k yearly est. Auto-Apply 10d ago
Bilingual Personal Banker
First National Bank Texas 4.5
Finance associate job in Pharr, TX
* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
$30k-34k yearly est. 3d ago
Personal Banker Edinburg University Drive
PNC Financial Services Group, Inc. 4.4
Finance associate job in Edinburg, TX
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Edinburg Texas at the Edinburg University Drive branch.
Bilingual Spanish Preferred
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
* Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
* Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
* Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Competencies
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
Work Experience
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$30k-38k yearly est. 4d ago
Finance Manager - Automotive Dealership
Hiring Winners
Finance associate job in McAllen, TX
We have an outstanding opportunity for a results-driven and experienced Finance Manager to join our team. The Finance Manager is responsible for overseeing the finance and insurance (F&I) process, ensuring compliance, maximizing profitability, and providing an exceptional customer experience.
Compensation
Competitive Pay Plan - Earn up to 14.75% of Gross Finance Profit
Job Responsibilities
Offer finance and insurance products to customers, securing the best terms while maximizing dealership profitability.
Structure loan and lease deals to ensure compliance with lender guidelines and dealership policies.
Present and sell extended service contracts, protection packages, and other value-added products.
Maintain strong relationships with lenders and financial institutions to secure competitive rates and approvals.
Ensure all transactions are accurate, transparent, and comply with federal, state, and local regulations.
Work closely with the sales team to streamline the financing process and improve overall customer satisfaction.
Review and finalize financial paperwork, ensuring accuracy and completion.
Maintain a high level of customer service and satisfaction throughout the sales and financing process.
Stay up to date with industry trends, financing options, and compliance requirements.
Requirements
Proven experience in automotive finance and insurance (F&I), with a strong track record of success.
In-depth knowledge of dealership financing processes, lender guidelines, and compliance regulations.
Strong sales, negotiation, and customer service skills.
Ability to work in a fast-paced environment while maintaining attention to detail.
Excellent communication and interpersonal skills.
Proficiency in dealership management software and F&I tools.
Valid driver's license and ability to pass a background check.
This is an excellent opportunity for a motivated finance professional to maximize earnings while providing top-tier service to our customers.
$68k-100k yearly est. 60d+ ago
Financial Representative
Western & Southern Financial Group 4.8
Finance associate job in Harlingen, TX
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc., in a timely manner.
Operate an automobile during both day and night hours.
Qualifications
High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Obtain and hold State Life and Health license prior to hire.
Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands
Access to an automobile and ability to maintain a valid driver's license.
How much does a finance associate earn in McAllen, TX?
The average finance associate in McAllen, TX earns between $37,000 and $109,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.