Financial Administrator - Hankamer School of Business
Finance associate job in Waco, TX
What We Are Looking For
The Financial Administrator reports to the Business Officer or designee within the Business Office in the Hankamer School of Business and advances the mission of Baylor University by efficiently and effectively gathering, analyzing and interpreting relevant financial information to process financial transactions. Responsibilities include proactively anticipating business needs and executing procurement of goods, services and expenses on behalf of faculty, staff and units while ensuring compliance with University policies and procedures, nonprofit accounting practices and federal and state guidelines. Serves as primary point of contact, subject matter expert and liaison regarding processing of all business activities for assigned faculty, staff and partners, responding to requests and providing guidance in appropriate procurement and business controls and processes to assist division leadership.
A Bachelor's degree in accounting, finance, supply chain or business-related field is required. One to three years of finance or accounting in higher education/not-for-profit, federal/state grants is preferred.
Additional Preferred Attributes include:
Great collaboration and customer services skills
Ability to work independently and collaboratively, and thrive in a fast-paced environment
Maintains discretion and the highest professional standards while working with confidential information
Ability to multitask and prioritize workload
Superior attention to detail
Strong business acumen, organizational and time management skills
Strong written and verbal communication skills
Excellent analytical skills and proficiency in financial software
Excellent interpersonal skills
Comprehensive learner
Research administration experience is a plus
Applicants must currently be authorized to work in the United States on a Full-Time basis.
What You Will Do
Specific duties include, but are not limited to:
Serve as a subject matter expert on financial system and University business policies and processes.
Obtain and maintain University required system and business process certifications.
Meet regularly with departmental leadership, faculty, and staff to review/discuss anticipated operational and grant management needs as it relates to transaction processing/approvals.
Proactively serve as a liaison between the Business Officer and the departmental leadership team regarding optimizing financial transactions, including procurement and payment operations.
Process procurement requisitions for staff and faculty members of assigned area. This includes ensuring compliance with university purchasing policies and procedures, as well as grants and federal and state guidelines, ensuring appropriate accounting, requisition methods, documentation, etc.
Process on behalf, or review and approve expense reports for faculty and staff members to ensure accuracy and compliance with university policies and procedures, accounting, expense types, documentation, etc. This also applies to pre-travel authorizations.
Process various student payments in accordance with Baylor policies ensuring appropriate documentation and accounting.
Work collaboratively to resolve issues to ensure timely, accurate, and appropriate transaction processing in accordance with Baylor policies.
Maintain an extensive understanding of the financial systems as well as updated knowledge of university and regulatory requirements, processes, and policies.
Recommend improvements to optimize policies and procedures.
Utilize reporting tools to monitor status, accuracy and completeness of financial transactions, accounting information, trends, and key performance indicators.
Other duties as assigned.
Perform all other duties as assigned to support Baylor's mission
Ability to comply with University Policies
Maintain regular and punctual attendance
What You Can Expect
As part of the Baylor family, eligible employees receive a comprehensive benefits package that includes medical, dental, and vision insurance, generous time off, tuition remission, and outstanding automatic retirement contributions. Baylor has a comprehensive benefits plan that supports you and your family's wellbeing and allows you to be a part of the life of a vibrant and active college campus. To learn more, go to Baylor Benefits & Advantages.
Explore and Engage
Learn more about Baylor and our strategic vision,
Baylor in Deeds
. Also, explore our great hometown of Waco and the many opportunities to engage locally. If you are new to Central Texas, This is Waco!
Auto-ApplyFinancial Service Representative
Finance associate job in Fort Hood, TX
* Provide prompt, efficient and friendly service to all customers * Explore customer financial needs to recommend services and products * Conduct business development visits to promote the bank s services and products * Assist customers with banking/financial needs
* Remain knowledgeable about products, fees, policies and current offers to assist customers with product suggestions
* Cash handling and adherence to proper balancing procedures
* Accountable for the achievement of monthly targets as assigned
* Operate the cash vault according to established policy and procedures
* Balance the ATM and coin machine
* Assist customers through the commercial teller window
* Regular and predictable attendance and punctuality
* Other duties as assigned
Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* 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.
* At least 18 years of age
* High school diploma or equivalent
* Ability to communicate clearly and professionally in both Spanish and English
* 3-6 Months experience working in a customer service environment preferred
* 3-6 Months experience handling and balancing large sums of money preferred
* Strong desire and ability to build long term customer relationships through passion, commitment, listening and understanding.
* Ability to work a flexible schedule including evenings, weekends, and holidays.
* Must successfully pass background investigation according to company policy
* Must be able to get along with co-workers and work effectively in a team environment
Financial Service Specialist
Finance associate job in Belton, TX
Job Details Belton Branch - Belton, TX Full Time BankingDescription
Texell, named one of the BEST credit unions to work for in the NATION by the Credit Union Journal, is seeking a Financial Service Specialist!
Pay is an hourly base PLUS uncapped monthly commissions.
Do you have a strong sales background and a desire to exceed monthly targets? Then this might be the role for you! We are looking for someone who loves helping others achieve their financial goals and has a natural ability to refer products and services that best fit member's needs.
Texell has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, the Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the readers of the Killeen Daily Herald and the Belton Journal and consistently earns the highest five-star, superior rating for financial soundness from Bauer Financial.
We're looking for someone who:
Is experienced in sales! We are seeking someone who is highly motivated and goal oriented who has a desire to meet and exceed monthly sales goals!
Has previous banking or credit union experience (highly preferred).
Can work lobby hours with rotating Saturdays.
Has been in their previous positions for 2+ years - job loyalty is important to us!
Thrives in a fast-paced environment, sometimes stressful, environment.
Possesses strong communication and listening skills, is assertive, and loves helping others.
Has a knack for speaking over the phone (you'll be calling members on leads lists when not assisting members in the lobby).
As a Financial Service Specialist, you will:
Open new share accounts such as savings, checking, Certificate of Deposit, and IRA's.
Assist with processing wires, card disputes, and notarizing documents.
Educate members on Credit Union products and services that will benefit them financially to help them achieve their goals.
Originate both secured and unsecured loans including auto, credit card, and personal loans.
Successfully cross-sell additional credit union products and services to members that best suit their financial needs.
Call assigned leads lists to solicit new business and lending needs.
Assist members with inquiries and resolve account discrepancies as well as proactively identify problems and escalate to supervisors and management.
Be proficient with Microsoft 365 products such as Outlook, Teams, and Excel.
Give our members the WOW! service they deserve!
We want you to know that Texell:
Values its' employees, members, and communities they serve.
Recognizes and rewards hard work via quarterly events such as the Annual Awards Banquet, Employee Family Day, and much more!
Proudly participates in Corporate Challenge hosted each Fall with the City of Temple.
Is passionate about helping those in need and volunteers for several events each month.
Offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, tuition reimbursement, and paid vacation and sick time.
Finance Manager (Waco Area)
Finance associate job in Waco, TX
Job Description
Finance and Insurance (F&I) Manager
Only Top Talent Need Apply!!
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 a Top Producing F&I Manager with a focus on Compliance to join our team.
We need a leader with a strong focus on product knowledge who can clearly communicate features and benefits and confidently close the sale correctly.
Requirements:
Automotive Finance Experience is a must.
Luxury Automotive Experience preferred.
$1900 PRU minimum required.
Must not be just average.
Job Responsibilities
Contract new business, sell and close deals
Generate finance income on all sold customers
Check/verify paperwork involved with cash, finance, or lease transactions
Contract or collect all money at closing
Seek bank approval on financed and leased deals as needed
Strongly follow-up on all required lender steps
Understand all programs and rate options offered by our lenders
Maintain acceptable CIT's
Maintain acceptable deal turn around to Accounting
Process all deals to Accounting for payroll cut-offs and month-end
Handle all cancellations for extended warranties and other aftermarket products
Compensation
Aggressive Compensation Plan
Financial Supervisor
Finance associate job in Waco, TX
Minimum Starting Salary: $62,459.19 per year The City of Waco Seeks: The City of Waco is seeking a detail-oriented and analytical Financial Supervisor to join our team. This role will perform a wide range of accounting, technical review and financial analysis functions. This role will also present financial information for the departments.
Minimum Qualifications:
Required:
* Bachelor's Degree in Finance, Accounting, Business Administration, or a related field and 5 years' experience in government accounting and budgeting; or an equivalent combination of education and experience.
Preferred:
* Certified Public Accountant (CPA)
Position Overview:
Under general supervision, performs a wide range of accounting, technical review and financial analysis functions and maintains the integrity of the City's accounting system for the Departments; develops and manages a variety of budgets, oversees financial transactions, and assures compliance with grant and other funding agency requirements and standards.
Essential Functions:
* Manages and coordinates the financial functions of the Department(s), including accounts payable & receivable, budgets, revenue management, grants and special projects, and medical and insurance billing.
* Supervises department(s) financial workflow; reviews and reconciles accounting transactions; reviews and analyzes financial and accounting records, assures fund integrity, corrects errors, and resolves accounting issues according to City policies.
* Oversees accounting and administration for a wide variety of state and federal grant-funded programs; reviews and updates procedures to ensure technical compliance with funding agency requirements.
* Prepares health and housing grant financial reports and assures effective communication regarding financial issues for proper grant management, reviews and approves grant financial reports prepared by City staff.
* Manages the collection, analysis, and reporting of financial and operational data for health and housing for the City and grant-funded programs.
* Provides technical support and guidance on medical and insurance billing and related revenue streams and serves as a primary liaison between the Department and third-party contractors to manage various state and federal funding streams.
* Interprets and explains both the City's and grant accounting policies, procedures, rules, and regulations.
* Provides technical support for the Department Director(s) and Department managers, evaluates and analyzes financial issues, provides status reports, and coordinates financial issues with other City departments and other state and regional agencies.
* Uses knowledge of City policies and procedures to maintain financial records, review and process technical accounting documents, and evaluate technical accounting information.
* Analyzes operational information, evaluates trends, and assures department financial and budget issues are properly addressed and resolved.
* Prepares and presents financial information, including balance sheets, expense reports, and budget status reports to the Health Board and other stakeholders, as needed.
* May travel to various city office for training or to attend meetings.
* Performs other related duties as assigned.
* Complies with all policies and standards.
* Supports the relationship between the City of Waco and the general public by demonstrating courteous and cooperative behavior when interacting with residents, visitors, and City staff; maintains confidentiality of work-related issues and City information.
* Lives the City of Waco Values: equity & inclusion, excellence & innovation, integrity, people, and teamwork.
Relationship Banker I
Finance associate job in Temple, TX
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Relationship Banker I
Job Description
* Do you approach serving every customer like they are your family member?
* Are you intuitively aware of the overall picture and able to discern top priorities?
* Do you seem to forge positive and trusting relationships with everyone?
* Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?
* Do you effortlessly handle challenging situations?
* Are you relentless about constant improvement? Do you have a learning mindset?
* Do you revel at the opportunity to provide personalized service that creates customer loyalty?
* Are you addicted to a positive attitude?
* Do you commit to meeting deadlines and never miss the little details?
At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.
We Offer:
* An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ
* An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference
* Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career
* Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way
* The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us
* Educational assistance and reimbursements
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Essential Duties:
* Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
* Follows proper procedures accurately and efficiently for all customer-servicing activities performed.
* Retains existing customers and develop new customer relationships.
* Serves as customers' single point of contact on all First United Bank products and services.
* Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.
* Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.
* Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
* Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
* Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
* Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.
* Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services.
* Maintains appropriate drawer limits, perform cash versifications and vault duties.
* Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.
* Proactively resolve customer complaints, problems, or other issues.
* Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.
* Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
* Masters the Primary Purpose and Essential duties of the Relationship Banker I position.
Employee Specifications:
* High School Diploma strongly preferred. Some college is strongly preferred.
* One year of retail experience is preferred.
* Cash handling experience is preferred.
* Superior customer service skills required.
* Basic mathematics to solve problems.
* Requires being exact or highly accurate with daily work.
* Ability to effectively read, write, and verbally communicate with customers and co-workers.
* Ability to manage time effectively and work independently, without close supervisor.
* Ability to use good judgment and exercise decision-making skills.
* Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems.
* Ability to multi-task.
* Maintain a professional attitude and appearance.
* Behave ethically while at work or outside your work environment.
* Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.
#LI-KG1
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.
All Locations:
Temple
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
Auto-ApplyPersonal Financial Representative - Kelly Lane (English/Spanish Bilingual Preferred)
Finance associate job in Pflugerville, TX
About the Job
As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues.
About UFCU
Our credit union was chartered in 1936 and has grown to serve over 384,816 members. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to serving our Members, empowering their financial success, and building financially healthy communities.
Our aspiration is to be loved by millions of members and built to thrive for generations. Our employees are not only part of our team but also Members themselves. They are innovative, agile, and Member-obsessed leaders who strive to be the best and always do the right thing. We offer a competitive compensation and benefits package to support our employees and their loved ones, reflecting the fact that our people are at the center of everything we do.
UFCU fosters a collaborative, diverse, and inclusive environment that fosters innovation, performance excellence, and career growth. If you're looking for a challenging, purpose-driven career that makes a difference in our communities, UFCU is the place for U. Join us and work with purpose.
Essential Functions of the Job
Member Relationships
Open savings, checking and deposit accounts as well as Certificate of Deposits
Educate members on Credit Reviews and Needs Assessments
Accept and input consumer and business loans
Communicate UFCU's Mission, Vision, and Values
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 solve 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
Compliance
Performs other duties as assigned.
Adhere to all company policies, procedures and business ethics codes.
Complete required regulatory training as assigned.
Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.
Business Development
Make external business partner referrals
Host tables at and attend community events
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
Demonstrating Performance Excellence
Demonstrating Innovation
Required Qualifications
High School Diploma or GED
English/Spanish bilingual
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
Preferred Qualifications
Bachelor's Degree
Credit Union experience
Series 6, 63, and/or Texas Life and Health Insurance licenses
Registered NMLS
Investment license
Consumer lending experience
General knowledge of applicable financial industry regulations
Military experience
Hours
Monday through Friday from 9am to 6pm, and on Saturday from 9am to 2pm.
About This Career Opportunity
We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team!
INDUFCU
Personal Banker II
Finance associate job in Round Rock, TX
It's about interactions more than transactions.
Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Personal Banker II, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem-solvers who consistently deliver
our
kind of banking experience-the kind that makes people
want
to stop by the bank and say hello.
What you'll do:
Manage an assigned portfolio of customers with a focus on acquisition, expansion and retention of customers
Maintain a high level of proficiency regarding all Frost products, with a particularly high level of expertise on all deposit and loan products. This is necessary to effectively educate customers on these products
Provide transactional services to include accepting deposits, payments, and check cashing, as needed
Use all opportunities to meet assigned sales goals for deposit and loan products by discussing personal financial needs with customers and present product and service solutions to our customers in which Frost can best serve their needs
Educate and advise customers about products and services
Work effectively and amicably with all frost bankers and customers
Making outbound phone calls to customers for service, sales and onboarding efforts
Keep abreast of current product, technology and industry trends
Manage risk and actively practice loss prevention
Ensure that the quality of service given to customers is prompt, efficient, accurate and courteous
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Required Availability: Monday - Friday, 8:00am-5:00pm with Rotating Saturdays, 8:30am-1:30pm
Excellent written and verbal communication skills
Organizational skills
Proficient in Microsoft computer applications
Additional Preferred Skills:
Bachelor's degree
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyFinancial Counseling Representative I
Finance associate job in Cedar Park, TX
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration.
Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail.
To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information.
Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus.
Here's what you can expect working as a Financial Counseling Associate:
* You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care.
* You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire.
* This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role.
* We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs.
Requirements:
* High School Diploma or GED
* Excellent customer service skills
* Compassionate communication
This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status
For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, 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. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
#healthcare #customerservice #financialcounseling #banking #insurance #rcm
#LI-TJ2022
Auto-ApplyDME Authorization & Financial Clearance Specialist
Finance associate job in Georgetown, TX
Job DescriptionDescription:
The DME Authorization & Financial Clearance Specialist is responsible for securing timely insurance authorizations for Durable Medical Equipment (DME) while ensuring patients are financially cleared prior to service. This role plays a critical part in preventing denials, ensuring compliance with payer requirements, and providing patients with transparent cost expectations. The ideal candidate has strong payer knowledge, attention to detail, and excellent patient communication skills. Experience with eClinicalWorks (eCW) is a plus.
DME Authorization
Obtain prior authorizations for DME (e.g., braces, orthotics, stim devices, supplies) across commercial, Medicare, Medicaid, and Workers' Compensation payers
Verify medical necessity, diagnosis-to-device alignment, and supporting clinical documentation within the EHR (eClinicalWorks experience preferred)
Submit authorization requests via payer portals, fax, phone, or clearinghouse tools
Track authorization status and follow up proactively to avoid treatment delays
Document authorization numbers, validity dates, and payer-specific limitations accurately in eCW or designated PM system
Escalate denials or delays and support reconsiderations or appeals as needed
Financial Clearance
Verify eligibility and DME benefits prior to dispensing
Calculate patient financial responsibility including deductibles, co-insurance, and non-covered items
Provide clear cost estimates and explain financial responsibility to patients in a professional, empathetic manner
Collect patient payments or secure signed financial responsibility acknowledgments when required
Identify self-pay scenarios and coordinate payment plans per company policy
Ensure all financial clearance requirements are completed and documented prior to DME release
Compliance & Revenue Integrity
Ensure adherence to payer-specific DME rules, LCD/NCD guidelines, and documentation standards
Maintain accurate and complete records within eClinicalWorks and payer systems
Collaborate with providers, clinical staff, billing, and AR teams to ensure clean claim submission
Maintain HIPAA compliance and protect patient financial and clinical information
Identify authorization trends, denial drivers, and workflow opportunities for improvement
Benefits
Medical, Dental, Vision Insurance
401k with 4% match
Paid Time Off
Short & Long-Term Disability
HSA with $720 annual match
FSA + Dependent Care FSA
Life Insurance (company paid + voluntary options)
9.5 Paid Holidays for the Year 2026
Employee Assistance Programs
Voluntary Hospital, Critical Illness & Accident Coverage
Requirements:
Required
High School Diploma or GED (Associate's degree preferred)
2+ years of experience in DME authorization, insurance verification, and financial clearance
Strong working knowledge of payer authorization requirements and benefit structures
Experience working with Medicare and commercial payers
Proficiency with payer portals and authorization workflows
Excellent organizational, documentation, and communication skills
Preferred
Hands-on experience with eClinicalWorks (eCW)
Experience in pain management, orthopedics, or surgical specialties
Knowledge of Workers' Compensation DME authorization processes
Familiarity with DMEPOS and Medicare compliance requirements
Point-of-service collection experience
Key Competencies
Attention to detail and accuracy
Strong patient communication skills
Time management and prioritization
Problem-solving and payer navigation
Ability to work independently and collaboratively
Performance Metrics (KPIs)
Authorization turnaround time
DME denial rate
Percentage of DME financially cleared prior to dispensing
Accuracy of eCW documentation
Audit and compliance adherence
Relationship Banker - SW Temple area
Finance associate job in Temple, TX
Temple, 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:**
- 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:**
**BILINGUAL - Spanish HIGHLY DESIRED**
- 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.
Bilingual Financial Services Representative
Finance associate job in Killeen, TX
At MCI we are committed to fostering an environment where professionals can build meaningful careers, access continuous learning and development opportunities and contribute to the success of a globally expanding, industry-leading organization.
We are currently seeking experienced Bilingual Financial Service Representatives to support both inbound and outbound service initiatives for our Financial Services clients. This role is ideal for professionals who are passionate about delivering exceptional service and are committed to supporting our members, employees, and communities with excellence.
As a Financial Services Representative, you will engage directly with banking customers providing product and account information, resolving inquiries, and guiding them through banking processes. We're looking for individuals with strong communication skills, a willingness to learn, and a dependable work ethic.
To be considered for this role, you must complete a full application on our company careers page, including all screening questions and a brief pre-employment test.
-------------- POSITION RESPONSIBILITIES Key Responsibilities
Respond to customer inquiries via phone, email, and live chat in a professional and timely manner
Understand customer needs and provide accurate solutions
Escalate complex issues to appropriate teams when necessary
Ensure first-call resolution through effective problem-solving
Follow client-specific procedures and maintain professionalism at all times
Use internal knowledge bases and training materials to answer questions accurately
Maintain detailed and accurate CRM records of customer interactions
Handle financial inquiries with strict adherence to confidentiality protocols
Comply with all scripts, policies, and procedures
Meet attendance and training requirements consistently
CANDIDATE QUALIFICATIONS
WONDER IF YOU ARE A GOOD FIT FOR THIS POSITION?
All positive, and driven applicants are encouraged to apply. The Ideal candidates for this position are highly motivated and dedicated and should possess the below qualities:
Qualifications
Minimum age: 18 years
High School Diploma or equivalent
At least 3 years of experience in a call center environment
Minimum 1 year in a customer service role
Ability to multitask across multiple systems while engaging with customers
Typing speed: 30-45 WPM
Fluent in English (spoken and written)
Proficiency with Windows PC applications and ability to learn new systems
Basic knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint)
Strong organizational and communication skills
Customer-focused mindset: empathetic, patient, and responsive
Reliable attendance and punctuality
Strong problem-solving and decision-making abilities
Ability to thrive in a fast-paced, dynamic environment
Excellent interpersonal skills and team collaboration
Preferred Qualifications
Associate's degree or higher
Experience in banking or financial services
Proven data-entry and professional writing skills
Bilingual in Spanish
COMPENSATION DETAILS
WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION?
At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members.
What You Can Expect from MCI:
We understand the importance of balance and support, which is why we offer a variety of benefits and incentives that go beyond a paycheck. Our team members enjoy:
Paid Time Off: Earn PTO and paid holidays to take the time you need.
Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations and sometimes even cars!
Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location.
Retirement Savings: Secure your future with retirement savings programs, where available.
Disability Insurance: Short-term disability coverage is available to help protect you during unexpected challenges.
Life Insurance: Access life insurance options to safeguard your loved ones.
Supplemental Insurance: Accident and critical illness insurance
Career Growth: With a focus on internal promotions, employees enjoy significant advancement opportunities.
Paid Training: Learn new skills while earning a paycheck.
Fun, Engaging Work Environment: Enjoy a team-oriented culture that fosters collaboration and engagement.
Casual Dress Code: Be comfortable while you work.
Compensation & Benefits that Fit Your Life
MCI takes pride in tailoring our offerings to fit the needs of our diverse team across subsidiaries and locations. While specific benefits and incentives may vary by geography, the core of our commitment remains the same: rewarding effort, providing growth opportunities, and creating an environment where every employee feels valued.
If you're ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today!
PHYSICAL REQUIREMENTS
This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds.
CONDITIONS OF EMPLOYMENT
All MCI Locations
Must be authorized to work in the country where the job is based.
Subject to the program and location of the position
Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results.
Must be willing to submit to drug screening. Job offers are contingent on drug screening results.
REASONABLE ACCOMMODATION
Consistent with the Americans with Disabilities Act (ADA), it is the policy of MCI and its affiliates to provide reasonable accommodations when requested by a qualified applicant or employee with a disability unless such accommodations would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodations are needed, please contact Human Resources.
EQUAL OPPORTUNITY EMPLOYER
At MCI and its subsidiaries, we embrace differences and believe diversity benefits our employees, company, customers, and community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, where employees are treated with dignity and respect. All employees are responsible for fulfilling MCI's commitment to a diverse and equal-opportunity work environment.
MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider qualified applicants with criminal histories for employment in a manner consistent with local and federal requirements.
MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, MCI's policy is to provide reasonable accommodation to qualified employees with protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works.
ABOUT MCI (PARENT COMPANY)
MCI helps customers take on their CX and DX challenges differently, creating industry-leading solutions that deliver exceptional experiences and drive optimal performance. MCI assists companies with business process outsourcing, staff augmentation, contact center customer services, and IT Services needs by providing general and specialized hosting, software, staff, and services.
In 2019, Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa's Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI's subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times, respectively. MCI has ten business process outsourcing service delivery facilities in Georgia, Florida, Texas, New Mexico, California, Kansas, Nova Scotia, South Africa, and the Philippines.
Driving modernization through digitalization, MCI ensures clients do more for less. MCI is the holding company for a diverse lineup of tech-enabled business services operating companies. MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
................
The purpose of the above is to provide potential candidates with a general overview of the role. It's not an all-inclusive list of the duties, responsibilities, skills, and qualifications required for the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based on your performance of the tasks listed in this .
The employer has the right to revise this at any time. This job description is not an employment contract, and either you or the employer may terminate employment at any time for any reason.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Finance associate job in Killeen, TX
Job DescriptionBenefits:
Paid time off
Training & development
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Signing bonus
ABOUT OUR AGENCY:
For over 25 years, I have proudly served our community as a dedicated State Farm agent, building more than just an insurance agency Ive built a trusted relationship with countless families and businesses. My journey with State Farm began with a passion for helping people protect what matters most, and that passion continues to drive everything we do today.
At Alan Cox State Farm, we believe that insurance is more than just policies and numbersits about peace of mind, security, and being there when our clients need us most. Our team operates like a family, where every members contribution is valued and where professional growth is nurtured.
Were looking for motivated, compassionate individuals who want to make a real difference. Whether youre just starting your career or looking to take it to the next level, we provide the training, support, and opportunities you need to succeed.
Join us, and be part of a legacy thats grounded in integrity, community, and unparalleled service. Together, we can help protect dreams and build brighter futures. .
Overstaff Financial Services Representative
Finance associate job in Hewitt, 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.
Summary
World Finance, a five-time winner of the
Top Workplaces USA
award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good.
We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $19
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyPersonal Banker
Finance associate job in Waco, TX
Job Details Waco Branch - Waco, TX Full Time High School BankingDescription
Join Our First State Bank Family!
First State Banks mission is to treat the community as our home, customers as our neighbors, employees as our family, and by so doing, create value for our shareholders. Our Core Values are: Genuinely Care, Trust, Relentless Improvement and Accountability. All FSB employees perform their daily job responsibilities following these guiding principles in all aspects.
Benefits of Working at First State Bank:
Growth Opportunities
Employer Paid Employee Health Insurance
Vision, Dental and Other Great Benefits
401K and Employee Stock Ownership Match Options
Paid Time Off
Paid Federal Holidays
Summary:
Responsible for both teller and new accounts transactions, cross-selling bank products/services and resolving customer service issues. Process new accounts and transactions with accuracy and efficiency while delivering an overall professional customer service experience. Bilingual in both English and Spanish is desired.
Essential Job Duties & Responsibilities:
Processing deposit & withdrawal transactions, balance cash drawer, as well as detecting & reporting fraudulent or suspicious activities
Evaluating customer needs to suggest appropriate bank products, opening & processing all available new account types.
Taking wire requests, assisting with debit card and internet banking services, performing related customer service functions
Assisting customers with problem resolutions & special requests.
Partner with Consumer Loan Specialists and other necessary individuals in order to assist customers with Consumer Lending needs.
Knowledge, Skills & Abilities:
Customer and Personal Service -- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Bilingual (English/Spanish) -- Knowledge of the structure and content of the English and Spanish languages including the meaning and spelling of words, rules of composition, and grammar.
Mathematics -- Knowledge of arithmetic, algebra, and their applications.
Excellent attention to detail.
Other duties as assigned.
This job description is subject to change at any time.
Personal Banker II
Finance associate job in Waco, TX
What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
How You Will Make an Impact
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
* High school diploma required; college coursework preferred.
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Personal Banker II
Finance associate job in Round Rock, TX
It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Personal Banker II, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem-solvers who consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello.
What you'll do:
* Manage an assigned portfolio of customers with a focus on acquisition, expansion and retention of customers
* Maintain a high level of proficiency regarding all Frost products, with a particularly high level of expertise on all deposit and loan products. This is necessary to effectively educate customers on these products
* Provide transactional services to include accepting deposits, payments, and check cashing, as needed
* Use all opportunities to meet assigned sales goals for deposit and loan products by discussing personal financial needs with customers and present product and service solutions to our customers in which Frost can best serve their needs
* Educate and advise customers about products and services
* Work effectively and amicably with all frost bankers and customers
* Making outbound phone calls to customers for service, sales and onboarding efforts
* Keep abreast of current product, technology and industry trends
* Manage risk and actively practice loss prevention
* Ensure that the quality of service given to customers is prompt, efficient, accurate and courteous
* Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
* Required Availability: Monday - Friday, 8:00am-5:00pm with Rotating Saturdays, 8:30am-1:30pm
* Excellent written and verbal communication skills
* Organizational skills
* Proficient in Microsoft computer applications
Additional Preferred Skills:
* Bachelor's degree
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
* Medical, dental, vision, long-term disability, and life insurance
* 401(k) matching
* Generous holiday and paid time off schedule
* Tuition reimbursement
* Extensive health and wellness programs, including our Employee Assistance Program
* Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplySenior Relationship Banker
Finance associate job in Woodway, TX
A Senior Relationship Banker is responsible for customer service, new account acquisition and onboarding, customer retention, and above all, delivering on the bank's mission of providing service in a manner that customers recognize as superior to the service provided by our competition.
Requirements
Skills and Qualifications
4+ Years of Similar Banking Experience
Exceptional customer service skills
Accomplished interpersonal and communication skills (both verbal and written)
Proficiency in Microsoft Office suite of products (specifically Word & Excel)
Ability to network, negotiate, develop good rapport with others, and to grow relationships
High energy, enthusiasm, and a positive attitude
Organizational skills with strong attention to detail and the ability to follow through
Ability to multi-task and work efficiently to meet required deadlines
Strong orientation to personal service and professionalism (both conduct and appearance)
Desire to achieve success through personal growth and training, with a sense of ownership and dedication to the bank and its valued customers
Universal Banker Responsibilities
Opening consumer and commercial deposit accounts
Perform signature card revisions and work with other areas of the bank with account requests
Respond to customer inquiries via phone, email, text, and chat
Take wire transfer instructions from customers
Provide technical assistance and troubleshooting for the bank's electronic services: CentraNet, CentraNet Manager, Mobile App, Bill Pay, Bank to Bank Transfers, eStatements, eNotices, Payment Portal, and Text Banking
Update customer contact information (address, phone number, and email address)
Set up customers with CentraNet Online Banking, Mobile Deposit, and Bank-to-Bank Transfers
Add/remove accounts to CentraNet and Mobile Deposit
Upon request, provide customers with copies of statements and temporary activity statements
Transfer funds and provide balance information to customers
Place stop payments on checks and ACH transactions
Take loan payments over the phone
Answer questions about customers' debit card transactions, unblock cards (due to fraud block) and cancel/re-issue lost/stolen cards
Place check and deposit slip orders for customers
Answer phone calls that come through the switchboard and fill in at receptionist desk when needed
Complete tasks and applications that customers submit online
Central National Bank is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability or veteran status.
Financial Service Specialist
Finance associate job in Killeen, TX
Job Details Killeen Branch - Killeen, TX Full Time BankingDescription
Texell, named one of the BEST credit unions to work for in the NATION by the Credit Union Journal, is seeking a Financial Service Specialist!
Pay is an hourly base PLUS uncapped monthly commissions.
Do you have a strong sales background and a desire to exceed monthly targets? Then this might be the role for you! We are looking for someone who loves helping others achieve their financial goals and has a natural ability to refer products and services that best fit member's needs.
Texell has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, the Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the readers of the Killeen Daily Herald and the Belton Journal and consistently earns the highest five-star, superior rating for financial soundness from Bauer Financial.
We're looking for someone who:
Is experienced in sales! We are seeking someone who is highly motivated and goal oriented who has a desire to meet and exceed monthly sales goals!
Has previous banking or credit union experience (highly preferred).
Can work lobby hours with rotating Saturdays.
Has been in their previous positions for 2+ years - job loyalty is important to us!
Thrives in a fast-paced environment, sometimes stressful, environment.
Possesses strong communication and listening skills, is assertive, and loves helping others.
Has a knack for speaking over the phone (you'll be calling members on leads lists when not assisting members in the lobby).
As a Financial Service Specialist, you will:
Open new share accounts such as savings, checking, Certificate of Deposit, and IRA's.
Assist with processing wires, card disputes, and notarizing documents.
Educate members on Credit Union products and services that will benefit them financially to help them achieve their goals.
Originate both secured and unsecured loans including auto, credit card, and personal loans.
Successfully cross-sell additional credit union products and services to members that best suit their financial needs.
Call assigned leads lists to solicit new business and lending needs.
Assist members with inquiries and resolve account discrepancies as well as proactively identify problems and escalate to supervisors and management.
Be proficient with Microsoft 365 products such as Outlook, Teams, and Excel.
Give our members the WOW! service they deserve!
We want you to know that Texell:
Values its' employees, members, and communities they serve.
Recognizes and rewards hard work via quarterly events such as the Annual Awards Banquet, Employee Family Day, and much more!
Proudly participates in Corporate Challenge hosted each Fall with the City of Temple.
Is passionate about helping those in need and volunteers for several events each month.
Offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, tuition reimbursement, and paid vacation and sick time.
Overstaff Financial Services Representative (Temporary)
Finance associate job in Waco, TX
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $19
Temporary role
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-Apply