Finance associate jobs in San Antonio, TX - 127 jobs

At Amegy Bank, people and culture are at the heart of everything we do. "Everyone counts" isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank-Here, you grow. We're seeking an experienced, highly motivated, and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) - Bilingual Spanish/English Preferred at our Brooks City Base Banking Center in San Antonio, TX. In this role, you'll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance. This position offers excellent opportunities for career growth in the banking industry while playing a vital role in delivering outstanding customer experiences. If you're passionate about serving your community, working collaboratively with a supportive team, and helping clients achieve their financial goals, we'd love to hear from you! Key Responsibilities: Deliver comprehensive banking solutions to new and existing clients in the branch/banking center, with a strong emphasis on sales and exceptional service. Accurately and promptly process cash transactions within authorized limits, while performing additional customer service responsibilities in the branch/banking center. Open and maintain accounts, issue and activate ATM cards, originate and close consumer loans, and address client service inquiries. Execute the sales discovery process and manage client relationships to identify needs and deliver tailored financial solutions. Conduct financial needs assessments and recommend appropriate banking products and services. Identify opportunities to refer clients to additional bank products and services, including commercial lending, and ensure timely follow-up. Initiate and manage sales calls to prospective and current clients, promoting banking solutions and fostering long-term relationships. Support retail initiatives by identifying and capitalizing on business opportunities that impact revenue growth and risk management. Resolve client concerns promptly through direct action or by referring them to the appropriate branch/banking center or resources. Ensure all activities are performed in strict compliance with applicable laws, regulations, and bank policies and procedures. Follow all bank security protocols while safeguarding the confidentiality of client information and bank records. Meet daily with the Branch Service Manager and Branch Manager to review progress toward individual and branch/banking center performance goals. Perform additional responsibilities as assigned to support branch/banking center operations and client service. Required Qualifications: High school diploma or equivalent required. Minimum of 2 years' banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role. Bilingual proficiency in English and Spanish languages is preferred. Experience in teller operations and new account services is highly preferred. Experience in relationship-driven sales and familiarity with consumer lending application processes is strongly preferred. Excellent communication and interpersonal skills with the ability to build strong client relationships. Knowledge of a wide range of banking products and services, including deposit accounts, loans, credit cards, and investment solutions. Strong sales skills with experience identifying opportunities, achieving targets, and cross-selling banking products and services to meet client needs. Strong problem-solving skills with the ability to identify client needs, respond to inquiries, and resolve issues efficiently. Strong negotiation skills with the ability to influence and guide clients toward appropriate banking solutions. Strong attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment. Proficient in basic mathematics and computer applications, with hands-on experience using banking software and systems. Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act. Work Schedule: Monday-Friday, 8:15 AM - 5:15 PM Saturday, 8:45 AM - 1:15 PM This is a full-time position: 40 hours per week. Must be able to work a flexible schedule within the hours listed above. Employee Benefits: At Amegy Bank, we are committed to creating value for our customers, communities, employees, and shareholders. As a valued team member, you play an essential role in our success. Our comprehensive benefits are designed to protect your health and well-being, and that of your family, while supporting your professional growth. Medical, Dental, and Vision Insurance - starting your first day! Mental Health Support, including coaching and therapy sessions. Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings Account (HSA), Flexible Spending Account (FSA), and Dependent Care Accounts. 401(k) Plan with Company Match and Profit Sharing. Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays. Tuition Reimbursement for eligible employees. Employee Ambassador preferred banking products. Competitive compensation aligned with experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.

Partner with local leaders within dedicated regions and corporate partners to drive consistency in the financial institution on-boarding process and practices. Serve as primary on-boarding point of contact for financial institution partners. Commitment to share best practices related to financial institution on-boarding and day to day operations while driving effective and efficient operations. Key Responsibilities Responsible for on-boarding processes for all new financial institution partnerships. Partner with leaders to create and manage an on-boarding plan customized to each situation. Serve as a key point of contact to ensure partners have the right tools to support the on-boarding. Collaborate for on-boarding of bank staff including Licensed Bank Employees or Registered Financial Institution Professionals. Key point of contact with project management support on organizational training solutions that cover all phases from design/development to implementation/delivery and measurement. Interact with internal partners to identify appropriate resources to assist throughout all phases to ensure successful result. Coordinate training scheduling and registration activities. Provide virtual and in person support for day of and post on-boarding processes. Seek to deliver best in class experience to new and existing financial institution partners. Partner with Regional Directors to leverage & influence local staff to assist in the on-board process and ensure defined roles & responsibilities for the preparation, day of & post on-boarding are in place. Partner with Communications team to distribute all financial institution communications. Provide system and reports training, passwords/resets for financial institution portal, work on projects, RFPs, audits and additional responsibilities as assigned. Develop relationships and act as key point of contact with financial institution partners such as President/Vice President/CEO/CFOs of Financial Institutions. Required Qualifications Strong written and verbal communication skills and experience in the areas of design, proofreading and editing. Effective at building resource networks and maintaining strong relationships with others. Must be extremely detail-oriented and a problem-solver with strong organizational skills. Ability to monitor and service remote and/or multiple office locations. Preferred Qualifications Knowledge of financial service industry helpful, including familiarity with business-specific processes and systems. FINRA licenses such as SIE, Series 7, 66 and insurance About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This opportunity may lead to selection into a two-and-a-half-year development rotational program following graduation. The Finance Future Leaders Program has the goal to develop future finance leaders with a broad understanding of finance functions, strong technical skills, and strategic thinking ability through mentorship, training modules, regular and timely performance feedback, and stretch projects that focus on driving business improvement and efficiencies. Rotations follow specific curriculum components that will build skills across key finance areas. Each rotational assignment is approximately 10 months. Our internship program lets you showcase your skills, while gaining real-life experience that'll help you jump-start your career. Our interns deliver innovative solutions to real business challenges, while building enduring relationships in a collaborative culture with their manager and an assigned mentor. The internship will be based either at the USAA Corporate Headquarters in San Antonio, TX, or Charlotte, NC, based on business needs. What you'll do: Under direct supervision and following risk and compliance procedures and guidance, you will perform routine work assignments and problem resolution to support other team members tasks, including the following * Within defined guidelines and frameworks, uses financial principles to solve business problems while performing forecasting, planning, and financial modeling related to income, profitability, liquidity, capital, leverage, asset and liability management or operating expense * Supports preparation of recurring or ad-hoc financial reports and analysis or cost benefit analysis to support internal and external management decision-making. * Under supervision, contributes to the preparation of advised, proactive analysis to enable effective decision-making and efficient resource utilization. * Identifies and handles existing and emerging risks that stem from business activities and ensures risks are optimally identified, measured, monitored, and controlled * Ensures all activities are completed within regulatory and compliance guidelines. What you need to have: To qualify, you must be pursuing a bachelor's degree or higher from an accredited college or university, and graduate after the final day of the internship. Most of our interns participate the summer between their junior and senior years. Our 2026 internship will start on May 27, 2026 and last through August 7, 2026. * Graduation date cannot be prior to August 7, 2026 * 0 to 2 years of related experience and accountability for simple to moderately complex tasks and/or projects required. * Experience conducting financial/accounting research and producing reports * Effective written, communication, presentation and computer skills including proven understanding of Microsoft Office products, especially Microsoft Excel * Foundational knowledge of data analysis and relevant technical accounting/finance competence What sets you apart: * Academic concentration in Accounting, Finance, Business Analytics, Economics or related field * Graduation date in Spring 2027 * Prior relevant financial internship experience * Experience with financial statements, balance sheets, and/or Excel Compensation range: The salary range for this position is: $21 - $32. Interns will receive an intern stipend to assist with expenses. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). USAA views its internship program as a pipeline to possible future employment. This is based on an individual's graduation date, performance, role qualifications, and business need. To be considered for possible future employment opportunities interns must meet the full-time work eligibility requirements for any given role. Thus, interns should ensure their sponsorship status and other provided information is accurately reflected on their intern application. Inadequate completion of your application may render you ineligible for further consideration in the hiring process. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the hourly range based on your experience and market data of the position. The actual hourly rate for this role may vary by location. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. Interns may not be eligible for all benefits, for more details on our outstanding benefits, please visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran.

Job DescriptionSalary: $18 to $22, DOE Finance Clerk Reports to: Finance Manager Employment Type: Full-Time Job About Us At Alonso & Alonso, we provide personalized attention and services that are tailored to meet the specific needs of each of our clients. We achieve this through client education, consistent updates, thorough assessment of each case, and customized legal strategies based on each client's circumstances. Job Summary The Finance Clerk provides essential administrative and clerical support to the Finance Department. This role assists with daily financial operations such as organizing check runs, verifying payment documentation, preparing deposits, and managing departmental mail. The ideal candidate is detail-oriented, dependable, and eager to learn. While this role begins with routine administrative and transactional tasks, it offers the opportunity to grow within the Finance Department as the firm continues to expand. This is a full-time, on-site position based at our San Antonio office. Essential Responsibilities and Duties Prepare and organize check runs for review and signature. Verify payment details and documentation to ensure accuracy before processing. Assist with administrative aspects of Accounts Payable (AP), such as scanning invoices or gathering approvals. Prepare and make physical bank deposits; purchase and record money orders as needed. Maintain accurate deposit and payment tracking logs. Manage incoming and outgoing Finance Department mail and deliver it to the appropriate parties daily. Maintain organized digital and physical financial records and filing systems. Monitor office and check-printing supplies, submitting restock requests when necessary. Assist with general administrative tasks and provide team support as needed. Perform additional clerical duties or special projects as assigned by the Finance Manager. Required Qualifications 12 years of experience in an administrative, clerical, or office support role. Strong attention to detail and ability to follow structured procedures. Basic understanding of office or financial workflows (payments, deposits, documentation). Proficiency in Microsoft Office 365 (Word, Excel, Outlook). Reliable, organized, and able to manage multiple priorities in a fast-paced environment. This position requires the employee to travel to local banks and offices frequently; reliable transportation is required. Preferred Qualifications Experience in a law firm, finance office, or professional services environment. Familiarity with accounting or recordkeeping software (QuickBooks, Excel tracking sheets, etc.). Bilingual English/Spanish fluency. Interest in growing into finance or accounting support roles. Key Performance Indicators Accuracy and completeness of payment documentation and deposit logs. Timeliness of check runs, deposits, and mail distribution. Compliance with departmental procedures and internal documentation standards. Reliability and responsiveness in supporting the Finance Manager and team. Work Environment Full-time, on-site role based in San Antonio, TX. Collaborative, supportive team environment. Fast-paced and mission-driven culture with opportunities for professional growth. Salary and Benefits Salary: $18.00 $22.00 per hour (DOE) Benefits: 401(k) Dental insurance Health insurance Vision insurance Paid time off Mental health support Continuing education allowance Home office allowance Application Process You may apply to our career page: ******************************************** Physical Demands The employee is regularly required to stand, walk, and use their hands to perform tasks. Some lifting of files (up to 10 pounds) may be necessary. Equal Opportunity Employment Statement Alonso & Alonso attorneys at law is an equal opportunity employer and is committed to building a diverse and inclusive organization. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, or any other protected characteristic.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Vrana Network - Northwestern Mutual, our vision is clear: to make a meaningful impact on every life in South Central Texas. We are driven by a mission to inspire action, maximize potential, and build lasting legacies for the families we serve. Our values of innovation, gratitude, excellence, and transparency shape every interaction and decision we make, fostering a culture of growth, collaboration, and unwavering dedication to our clients. We are one of the fastest-growing and most successful teams in the country, committed to delivering exceptional service and making a true difference in the lives of our clients. While prior experience in finance or sales is not necessary, we place a high value on heart, grit, and determination. Our team thrives in an environment of camaraderie, mentorship, and leadership, where high expectations are paired with comprehensive training and development. At Vrana Network, we are also deeply committed to giving back to our community. We proudly support organizations like Alexs Lemonade Stand, demonstrating our ongoing dedication to making a positive impact in South Central Texas. If youre passionate about helping others, ready to rise to the challenge, and eager to join a team with a mission-driven culture, wed love to connect with you. Our thriving office is located: 17802 W I-10 Suite 114, San Antonio, TX 78257 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Brian Vrana, Managing Partner: How long with NM? 23 years Prior to? Farmer. Started at NM in college through the internship program. Passionate About? Family, coaching sons baseball teams, watching his daughter compete in dance, and enjoying time outdoors with his family. He is deeply committed to community involvement and mentoring new team members. Fernando Suarez, Managing Director: How long with NM? 40 years Prior to? Started as an intern at NM in college. He came to the US for college from Colombia. Founded the San Antonio district office and built a successful wealth management practice in Houston. Passionate About? Family, soccer, travel, and community impact. Fernando is a CFP, one of the first Hispanic/Latino professionals to achieve that certification. He has also served as President of the Managing Director Association Board and mentors countless advisors in the industry. Cathy Suarez, Associate Managing Director: How long with NM? 9 years Prior to? Sales and marketing leadership roles in the advertising and tech world. Cathy also has a background in education and community engagement with nonprofits. Passionate About? Family, volunteering, dancing, traveling, and Zumba. Cathy has traveled to about 40 countries and speaks 5 languages, which allows her to connect with a diverse group of people. She enjoys connecting with her community through various volunteer opportunities. Chris Radliff, Growth and Development Director: How long with NM? 8 years Prior to? Started as an intern at NM in college and has worked in various roles within the firm, including leadership training and advisor development. Passionate About? Being with his fiance, bowling, and sports. Chris recently relocated from Albany, NY to Texas and is focused on building strong relationships with clients and teammates alike. He also enjoys staying active through fitness and coaching. Grisel Lopez, Growth and Development Director: How long with NM? 4 years Prior to? Manager at a cosmetic surgery and medspa. Grisel has extensive experience in client relations and operations, which she leverages to help clients build secure financial futures. Passionate About? Spending time with her husband and three kids, practicing jiu-jitsu (her family does it together), and supporting others in the community. She and her family moved to Texas from Chicago in 2021. Grisel is passionate about health, fitness, and fostering positive change within her community. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Brian Vrana is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description We're always on the lookout for great talent! If you don't see a role that fits your skills right now, feel free to submit your resume here for future consideration. Our team will review your background and may reach out as new positions become available.

Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!

ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value. ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Learn More About ProSidian Consulting at ****************** Job Description ProSidian Seeks a Financial Analyst Level I (Contract Contingent) located In San Antonio, TX (or surrounding area) to support an engagement for Acquisition Support and Financial Management for the HIT directorate, PRM division, Budget Execution branch of the DHA. This is Contract Contingent or Contract W-2 Position and ProSidian reserves the right to convert to a Full-Time ProSidian employed W-2 position with commensurate benefits and competitive salary. The ideal Financial Analyst Level I (Contract Contingent) will have skills in: Communication skills Financial Modeling and analysis Budgeting Reporting Ability to prepare briefings Knowledge of Financial Metric The ideal candidate will have at minimum (3) years of experience performing Federal Government financial management. Will serve as a Financial Analyst I on a rewarding contract with the U.S. Department of Defense's Defense Health Agency. Your position will include providing financial analysis of data provided by the branch chief. You will assist in design, development, updating, and delivery of financial metrics and reports to measure progress that has been achieved against the established plan. You will be responsible for preparing briefings for the Branch Chief, and provide assistance in updating/developing budget exhibits. Must abide by all policies and procedures. Qualifications QUALIFICATION REQUIREMENTS: Minimum 3 years of experience performing Federal government financial management required. Additional Information CORE COMPETENCIES Teamwork- ability to foster teamwork collaboratively as a participant, and effectively as a team leader Leadership- ability to guide and lead colleagues on projects and initiatives Business Acumen- understanding and insight into how organizations perform, including business processes, data, systems, and people Communication- ability to effectively communicate to stakeholders of all levels orally and in writin Motivation- persistent in pursuit of quality and optimal client and company solutions Agility- ability to quickly understand and transition between different projects, concepts, initiatives, or work streams Judgment- exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications Organization- ability to manage projects and activity, and prioritize tasks ------------ ------------ ------------ OTHER REQUIREMENTS Business Tools- understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary. Commitment- to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public, and social sectors Curiosity- the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy that teams that work well together Humility- exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference Willingness- to constantly learn, share, and grow and to view the world as their classroom ------------ ------------ ------------ BENEFITS AND HIGHLIGHTS ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That's why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees: Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis. Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife. Group Vision Health Insurance Benefits:ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP. 401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match. Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given. Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees. Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis. Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials. ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program. Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support. Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA. Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only. Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability. ------------ ------------ ------------ ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines. ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status. Furthermore, we believe in "HONOR ABOVE ALL" - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work. FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON ************************* OR SEND YOUR RESUME'S, BIOS, AND SALARY EXPECTATION / RATES TO ***********************. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED. Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.

Job Description The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations. The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Essential Functions: New Accounts Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank. Responsible for maintaining current knowledge of bank products and services offered. Open new accounts and service existing accounts for personal and commercial customers. Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.) Update customer files, signature cards, resolutions, etc. for bank records. Screen personal account holders via ChexSystems. Screen commercial accounts via FIS eAccess/ChexSystems online Process ATM/Debit Card and check order requests. Establish and reset online banking access through NetTeller. Cross-sell bank products and services to new and existing bank customers. Open, close and service certificate of deposits for personal and commercial customers Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. Establish and update new account files. Maintain daily rate sheet. Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Teller Line Maintain and operate a teller cash drawer. Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. Process loan payments. Issue Cashier's checks and money orders. Keep records of money and negotiable instruments as required per banking regulations. Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. Answer general account questions for bank customers. Cross-sell bank products and services. Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS. Balance cash drawer at the close of the business day. File all proof work at the close of the business day. Safe Deposit Box: (if applicable at your assigned branch location) Open and close safe deposit boxes via FIS. Establish and update safe deposit box account files. Prepare new and updated safe deposit box contracts. Allow access to Safe Deposit Box Vault to customers. Complete entry tickets for customers accessing box and enter the data into FIS. Maintain current job knowledge and adhere to all bank policies and procedures Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper Bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred. Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.

Job DescriptionROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ivan Cosme - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred Bilingual Spanish preferred. BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency License reimbursement

Job DescriptionBenefits: Flexible schedule Opportunity for advancement Training & development 401(k) 401(k) matching Bonus based on performance Dental insurance Health insurance Vision insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dean Eastman - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 65 and 63 licenses preferred.

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Join our agency at Crystal Fuller - State Farm! Here in our Agency, we have over 15 licensed team members. I have been affiliated with State Farm since 2002 and have been a State Farm Agent since 2010. If selected, you will be joining one of the best State Farm Agencies in the United States. I have two office locations. Fun fact: I was the first State Farm Agent in San Antonio to be given the opportunity to have a second office location. Check out our Google reviews, photos on Instagram - @fullerpocketswith Crystal, and my website - crystalfuller.com. We pride ourselves in integrity and have a work hard, play hard philosophy. We are Chairmans Circle Qualifiers, Ambassador Club, Million Dollar Round table, Small Business Premier Leaders, and SVP Club leaders. Be a part of an established office & winning team. If you're looking for an exciting career opportunity in a fun and supportive environment, Crystal Fuller - State Farm may be the perfect fit for you. Since opening our doors in 2010, we've been committed to providing exceptional service to our community, and we're looking for someone who shares our passion for helping others. ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Crystal Fuller - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

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.

Job Description Job Brief: The full-time position of Financial Services Representative (FSR) is a dual service position capable of providing services to bank customers as a teller by conducting appropriate transactions and/or by preparing all documents for the opening of various customer deposit accounts, certificate of deposits and safe deposit box accounts. Duties also typically include ordering and making preprinted checks for customers, answering inquiries regarding deposit rates, account terms, and answers questions relating to the customers' existing accounts. Essential Functions: Processes checking and savings deposits and withdrawals according to proper Teller procedures. Processes check cashing requests according to proper Teller procedures. Answers basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies. Counts and rolls loose coins Refers customers to the proper department for issues that cannot be resolved at the teller line Issues Cashier's checks Accepts and process loan payments. Maintains proper cash drawer limits according to Bank policy. Maintains appropriate currency logs and reports required by Bank policy. Balances cash drawer daily. Communicates and explains product details for all deposit accounts offered by the bank Listens carefully to customer issues and recommend products/solutions accordingly Prepares proper documentation for new and revised deposit accounts (checking, savings, CDs, etc). Maintains records on Safe Deposit Boxes, sending billing notices, processing request for new boxes and closing boxes as required. Processes transactions and other requests related to Certificate of Deposit accounts. Maintains IRA accounts by preparing accepting and posting contributions, documenting and posting distributions and closing accounts. Scans and indexes completed documentation in document management system. Assists customers with debit card inquiries and completion of dispute forms. Assists customers with online banking and bill pay enrollment and other related functions Has exceptional telephone etiquette; answer telephone inquiries relating to opening/closing of accounts, account status, and other customer inquiries. Accepts wire transfer requests and complete related documents. Assists customers with all issues related to activity on existing deposit accounts such as change of name or address, stop payments, error resolutions, transfers, check orders, etc. Maintains regular and predictable attendance. Performs other duties as assigned, including assisting and supporting other departments as needed. Complies with all regulations and bank approved policies and procedures. Is alert to opportunities to cross-sell bank products and services. Participates in and completes all training/education available in a timely manner to stay abreast of the demands and requirements of the position.

The Satellite PFR engages with members and prospective members in a satellite campus branch environment to identify needs and provide education on products and services that will improve their financial well-being and quality of life. Eager to build strong, long-term meaningful relationships, this role demonstrates a passion for exceptional Member service. The Satellite PFR strives to provide caring and exceptional Member experience by effectively communicating with Members in understanding needs, identifying products, services, and, solutions, and resolving Member requests and issues. This role performs other duties including setting up/taking down tables, loading/unloading supplies, and working outside of normal banking hours. The Satellite PFR reports to the Satellite Branch Manager. About UFCU As Austin's largest locally owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our members. Our mission at UFCU is simple: to provide for the well-being of our members. We're proud to focus on people - not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals. Consistently receiving awards as the Best Credit Union and Best Mortgage Lender, UFCU is proud of its people-first culture. We value our employees as much as our members. We offer an environment where people care about each other - like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives - then we're glad you're here. Essential Functions Member Relationships: Communicate UFCU's Purpose, Values, and Aspirations. Open Checking, Savings, and other deposit accounts such as Certificate of Deposits. Educate members on Credit Reviews and Needs Assessments. Accept and input consumer and business loans. Business Development: Host tables at and attend community events. Conduct presentations. Identifying and pursuing campus opportunities. Make external business partner referrals. Account Services: Refer fraud claims to experts. Provide online and mobile support. Increase Automated Teller Machine limits. Release check holds. Provide notary services. Conduct Signature Guarantees. Complete wire transfers. Validate vehicle values. Manage account restrictions and pop-up concerns and add travel notes on member accounts. Partner with Collections for members who are past due. Problem solving and facilitate connecting members with internal business partners. Conduct Transactions: Process service requests and financial transactions. Process stop payments via check, ACH and/or Cashier's Checks. Process ATM and Point-of-Service transaction disputes. Set-up and grant access to safe deposit box. Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters. Other: Performs other duties as assigned. Adhere to all company policies, procedures, and business ethics codes. Complete required regulatory training as assigned. Maintain strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to your role, including but not limited to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Knowledge, Skills and Abilities Ability to effectively build relationships, establish rapport, and diplomatically communicate information. Effective active listening skills. Excellent verbal, interpersonal, and written communication skills. Ability to be adaptable and work in a fast-paced environment. Ability to demonstrate good judgement and effective problem-solving skills to help identify and resolve Member issues. Strong attention to detail. Strong organizational and time management skills. Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude. High proficiency in Microsoft Office. Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification. Core Competencies Demonstrating Member Obsession Puts themselves in the Member's shoes Looks for friction points Makes it personalized and easy Demonstrating Performance Excellence Sets standards for elevating excellence Ensures elevated quality Takes responsibility Conducts continuous improvement Demonstrating Innovation Challenges current thinking Approaches change with a positive mindset Experience Minimum Qualifications: High School Diploma or GED Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment. Minimum of two (2) years of customer service experience Minimum of one (1) year working in a team environment Advanced knowledge of current local, state, and federal regulations Must be bondable Preferred Qualifications: Bachelor's Degree (in progress) English/Spanish bilingual Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Consumer Lending Experience General knowledge of applicable financial industry regulations Military experience Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position may involve periodic stressful conditions. May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.

The Satellite PFR engages with members and prospective members in a satellite campus branch environment to identify needs and provide education on products and services that will improve their financial well-being and quality of life. Eager to build strong, long-term meaningful relationships, this role demonstrates a passion for exceptional Member service. The Satellite PFR strives to provide caring and exceptional Member experience by effectively communicating with Members in understanding needs, identifying products, services, and, solutions, and resolving Member requests and issues. This role performs other duties including setting up/taking down tables, loading/unloading supplies, and working outside of normal banking hours. The Satellite PFR reports to the Satellite Branch Manager. About UFCU As Austin's largest locally owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our members. Our mission at UFCU is simple: to provide for the well-being of our members. We're proud to focus on people - not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals. Consistently receiving awards as the Best Credit Union and Best Mortgage Lender, UFCU is proud of its people-first culture. We value our employees as much as our members. We offer an environment where people care about each other - like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives - then we're glad you're here. Essential Functions Member Relationships: * Communicate UFCU's Purpose, Values, and Aspirations. * Open Checking, Savings, and other deposit accounts such as Certificate of Deposits. * Educate members on Credit Reviews and Needs Assessments. * Accept and input consumer and business loans. Business Development: * Host tables at and attend community events. * Conduct presentations. * Identifying and pursuing campus opportunities. * Make external business partner referrals. Account Services: * Refer fraud claims to experts. * Provide online and mobile support. * Increase Automated Teller Machine limits. * Release check holds. * Provide notary services. * Conduct Signature Guarantees. * Complete wire transfers. * Validate vehicle values. * Manage account restrictions and pop-up concerns and add travel notes on member accounts. * Partner with Collections for members who are past due. * Problem solving and facilitate connecting members with internal business partners. Conduct Transactions: * Process service requests and financial transactions. * Process stop payments via check, ACH and/or Cashier's Checks. * Process ATM and Point-of-Service transaction disputes. * Set-up and grant access to safe deposit box. * Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters. Other: * Performs other duties as assigned. * Adhere to all company policies, procedures, and business ethics codes. * Complete required regulatory training as assigned. * Maintain strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to your role, including but not limited to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Knowledge, Skills and Abilities * Ability to effectively build relationships, establish rapport, and diplomatically communicate information. * Effective active listening skills. * Excellent verbal, interpersonal, and written communication skills. * Ability to be adaptable and work in a fast-paced environment. * Ability to demonstrate good judgement and effective problem-solving skills to help identify and resolve Member issues. * Strong attention to detail. * Strong organizational and time management skills. Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a "what can I do to help?" attitude. * High proficiency in Microsoft Office. * Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification. Core Competencies * Demonstrating Member Obsession * Puts themselves in the Member's shoes * Looks for friction points * Makes it personalized and easy * Demonstrating Performance Excellence * Sets standards for elevating excellence * Ensures elevated quality * Takes responsibility * Conducts continuous improvement * Demonstrating Innovation * Challenges current thinking * Approaches change with a positive mindset Experience Minimum Qualifications: * High School Diploma or GED * Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment. * Minimum of two (2) years of customer service experience * Minimum of one (1) year working in a team environment * Advanced knowledge of current local, state, and federal regulations * Must be bondable Preferred Qualifications: * Bachelor's Degree (in progress) * English/Spanish bilingual * Credit Union experience * Series 6, 63, and/or Texas Life and Health Insurance licenses * Registered NMLS * Consumer Lending Experience * General knowledge of applicable financial industry regulations * Military experience Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * This position may involve periodic stressful conditions. * May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.

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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value. ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Learn More About ProSidian Consulting at ****************** Job Description ProSidian Seeks a Financial Analyst Level II / Contract Manager (Contract Contingent) located In San Antonio, TX (or surrounding area) to support an engagement for Acquisition Support and Financial Management for the HIT directorate, PRM division, Budget Execution branch of the DHA. This is Contract Contingent or Contract W-2 Position and ProSidian reserves the right to convert to a Full-Time ProSidian employed W-2 position with commensurate benefits and competitive salary. The ideal Financial Analyst Level II / Contract Manager (Contract Contingent) will have skills in: Leadership Communication (Both oral and written) Government financial management Budgeting Financial Modeling Reporting Presentations Proficiency in Microsoft Excel Your position will include leading a team of two other Financial Analysts, a Business Analyst II, and an Acquisition Technical Writer as the Contract Manager. You will need to be capable of leading a team and ensuring that work is completed in a timely manner. This position will be listed as "Key Personnel" on the contract. Must have the ability to communicate clearly and effectively in both spoken and written forms. Assist in providing financial execution of current budget and spend plans, and also in acquisition planning. Provide research, analysis, document preparation, and fiscal support. Assist in the preparation of all budget documents (Purchase Requests, memoranda), Financial strategies, Obligations and Commitment Plans. Also must assist in updating budget and division expenditure reports with current contract information and create new ones each fiscal year for the Directors of the Directorate and Divisions and designated personnel. Qualifications QUALIFICATION REQUIREMENTS: Bachelor's degree, or equivalent, in/or related to a business field, business management recommended. Minimum 5 years of experience with at least three of those years performing Federal government financial management required. Applicants without three years of Federal government financial management experience will not be considered. Additional Information CORE COMPETENCIES Teamwork- ability to foster teamwork collaboratively as a participant, and effectively as a team leader Leadership- ability to guide and lead colleagues on projects and initiatives Business Acumen- understanding and insight into how organizations perform, including business processes, data, systems, and people Communication- ability to effectively communicate to stakeholders of all levels orally and in writing Motivation- persistent in pursuit of quality and optimal client and company solutions Agility- ability to quickly understand and transition between different projects, concepts, initiatives, or work streams Judgment- exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications Organization- ability to manage projects and activity, and prioritize tasks ------------ ------------ ------------ OTHER REQUIREMENTS Business Tools- understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary. Commitment- to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public, and social sectors Curiosity- the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together Humility- exhibits grace in success and failure wile doing meaningful work where skills have impact and make a difference Willingness- to constantly learn, share, and grow and to view the world as their classroom ------------ ------------ ------------ BENEFITS AND HIGHLIGHTS ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That's why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees: Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis. Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife. Group Vision Health Insurance Benefits:ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP. 401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match. Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given. Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees. Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis. Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials. ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program. Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support. Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA. Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only. Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability. ------------ ------------ ------------ ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines. ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status. Furthermore, we believe in "HONOR ABOVE ALL" - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work. FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON ************************* OR SEND YOUR RESUME'S, BIOS, AND SALARY EXPECTATION / RATES TO ***********************. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED. Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.

Job Description This position is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. This position will open and service new and existing accounts, maintain and operate a teller cash drawer in order to process customer transaction requests, and establish and maintain customer records in order to adhere to all banking regulations. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank SSB. Open new accounts and service existing accounts for personal and commercial customers. Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) Obtain all required identification information and commercial documentation for business customers as required per CIP prior to opening an account. Update customer files, signature cards, resolutions, etc. for bank records. Screen personal account holders via ChexSystems. Screen commercial accounts via FIS eAccess/ChexSystems online Process ATM/Debit Card and check order requests. Establish and reset online banking access through NetTeller. Cross-sell bank products and services to new and existing bank customers. Open, close and service certificate of deposits for personal and commercial customers Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. Establish and update new account files. Maintain daily rate sheet. Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Maintain and operate a teller cash drawer. Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. Process loan payments. Issue Cashier's checks and money orders. Keep records of money and negotiable instruments as required per banking regulations. Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. Answer general account questions for bank customers. Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with Jack Henry Associates. Balance cash drawer at the close of the business day. File all proof work at the close of the business day. Open and close safe deposit boxes via Jack Henry. Establish and update safe deposit box account files. Prepare new and updated safe deposit box contracts. Allow access to Safe Deposit Box Vault to customers. Complete entry tickets for customers accessing box and enter the data into Jack Henry. Performs all other duties as assigned. Education and Experience: High school diploma or general education degree (GED); or minimum of one (1) year teller experience and two - five (2-5) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs. Intermediate typing skills to meet production needs of the position. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner. Effective verbal, written and interpersonal communication skills. Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations. Effective organizational and time management skills. Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment. Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.