Finance representative jobs in Alton, TX - 49 jobs
All
Finance Representative
Finance Advisor
Personal Banker
Relationship Banker
Insurance Account Representative
Finance Service Representative
Trader
Finance Internship
Financial Representative
Western & Southern Life 4.8
Finance representative job in Harlingen, TX
HARLINGEN TX Default: Location : City HARLINGEN The purpose of the FinancialRepresentative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The FinancialRepresentative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
* Identify market(s) and develop appropriate marketing plan.
* Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
* Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
* Adequately prepare for all appointments through established processes.
* Conduct all appointments using Western & Southern Life consultative practices and processes.
* Effectively sell insurance and investment solutions.
* Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
* Market for the purposes of developing the Western & Southern Life brand at the local level.
* Proactively develop community relationships to cultivate and strengthen presence in target market(s).
* Maintain personal contact with clients to ensure their evolving financial needs are being met.
* Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
* Accurately maintain client and company records, payments, etc., in a timely manner.
* Operate an automobile during both day and night hours.
Qualifications
* High level of integrity.
* Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
* Strong interpersonal, relationship, and influence skills.
* Effective communication skills including listening, speaking and writing.
* Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
* The ability to influence others to take needed action.
* Demonstrate personal drive and resilience to achieve goals.
* Willing and able to network for new clients.
Educational Requirements
* Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
* Working knowledge of word processing and spreadsheet applications.
* Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
* Obtain and hold State Life and Health license prior to hire.
* Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands
* Access to an automobile and ability to maintain a valid driver's license.
$44k-78k yearly est. Auto-Apply 14d ago
Looking for a job?
Let Zippia find it for you.
FTR Trader
Tanius Technology
Finance representative job in Alamo, TX
Financial Transmission Rights (FTR) Trader
We are seeking a skilled FTR trader to join our expanding power markets team in California/Bay Area. This role involves actively trading congestion products across several ISO/RTO markets, performing market research, and developing data-driven trading strategies.
You'll work closely with other traders and analysts to identify opportunities, manage risk, and enhance our existing strategy framework. Collaboration with different trading groups within the firm is encouraged, providing exposure to a wide range of energy market activities.
We're looking for someone who combines deep knowledge of FTR and congestion markets with curiosity and a hands-on mindset. You should be excited to analyze market dynamics, refine trade ideas, and guide junior members of the desk.
Our culture values people who are humble, sharp, and collaborative-we innovate constantly, whether it's through new analytical methods, trading ideas, or technology improvements. This position offers the chance to make a direct impact on the firm's performance from day one.
Requirement:
Hands-on experience (around 2+ years) in FTR trading, congestion analysis, or comparable power market roles involving ISO/RTO products.
Solid grasp of market design, grid operations, and transmission dynamics across multiple U.S. power markets.
Strong technical toolkit - proficient in Python for research and data engineering, comfortable working in Git-based environments for collaborative development.
Proven record of building, testing, and refining trading strategies through full lifecycle: ideation → modeling → risk assessment → post-trade review.
Adept with statistical reasoning and quantitative methods; uses probability, regression, and optimization techniques to evaluate risk and discover inefficiencies.
Exceptionally detail-oriented and disciplined - able to manage simultaneous workflows and deliver consistent results under time pressure.
Enjoys working with data, exploring new patterns, and maintaining rigorous model validation habits.
Strong communication skills; able to explain technical findings clearly and coordinate with traders, analysts, and technology teams.
Self-driven and intellectually curious - thrives in unstructured environments, quick to learn new tools and adapt to changing market conditions.
Positive teammate who contributes to a collaborative, solution-focused desk culture.
$68k-116k yearly est. Auto-Apply 60d+ ago
Financial Services Representative (Bilingual)
World Finance 4.2
Finance representative job in Weslaco, TX
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
What you'll do:
* Guide customers toward upward credit mobility through good financial choices.
* Provide top-tier customer service, assisting customers with questions, concerns, and products.
* Process and prepare loan applications.
* Take and process payments.
* Prepare loan documents and execute loan closing on current renewal loans.
* Balance assigned cash drawer daily.
* Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
* Maintain strong customer relationships and build community within your branch.
* Other duties include but are not limited to:
* Call approved and unmade applications to close loans daily.
* Help build tax clientele and provide tax services.
* Send complete and accurate credit denial letters within 30 days from the date of application.
* Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
* Must be able to demonstrate self-confidence and organizational skills.
* A history of choosing kindness, showing compassion, and helping others.
* The willingness to seek quality-driven solutions and embrace new ideas.
* Absolute team player - pitching in when needed and accepting help, too.
* To perform this job successfully, an employee must have basic computer skills.
* A valid driver's license & access to a dependable vehicle.
* Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
* We hire from within: we want to see you grow and climb in this company.
* Each year, we promote 80% of Financial Services Reps to management.
* 75% of World's Operations Executives moved up from a similar role.
* We pay you to give back: employees get paid volunteer hours each year.
* Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
* Paid holidays, vacation time, and a 401(k) plan (including company match).
* Be part of a team with clear values, strong community, and a sense of belonging.
* We'll get you home for dinner: your life outside of work is priority #1
* You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
* Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
* Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
* Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
* Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
* Occasional local travel; may include extended hours, evenings, or weekends.
* Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
* Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
* Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$27k-38k yearly est. Auto-Apply 13d ago
Financial Solutions Advisor - Registration Candidate - San Antonio Area
Bank of America Corporation 4.7
Finance representative job in Harlingen, TX
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. 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!
Job Description:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you:
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
* Aptitude in obtaining required industry licenses.
* Must be self-disciplined in managing time and capacity.
* Experience in cultivating client relationships, accessing needs and recommending solutions.
* Success creating strong peer relationships through effective communication and collaboration.
* Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
* Executes multiple tasks simultaneously.
* Learns and adapts to new technology or applications.
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
* Bi-lingual Spanish speaking
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Schedule:
* Monday - Friday and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40
$48k-77k yearly est. 13d ago
Insurance Account Representative - State Farm Agent Team Member
Gabriela Guerra-State Farm Agent
Finance representative job in McAllen, TX
Job DescriptionBenefits:
Bonus based on performance
Health insurance
Training & development
ROLE DESCRIPTION: Gabriela Guerra State Farm is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Rep, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency.
If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success each and every day.
Work alongside your agencys team to ensure successful long-lasting customer relations.
QUALIFICATIONS:
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Ability to effectively relate to a customer
Property & Casualty license
BENEFITS:
Hourly plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Growth potential/Opportunity for advancement within my office
$31k-44k yearly est. 19d ago
Insurance Account Representative - State Farm Agent Team Member
Christina Lopez-State Farm Agent
Finance representative job in McAllen, TX
Job DescriptionBenefits:
Opportunity for advancement
Paid time off
Training & development
will require sales, please do not apply if you are not comfortable with sales* ROLE DESCRIPTION:
State Farm agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As a Staff Assistant with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.
We look forward to incorporating your energy and marketing perspective into our team as we build success together.
RESPONSIBILITIES:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service.
Contact customers regarding past-due bills.
Set customer appointments for the agent.
Take payments.
Pivot to insurance products while helping customers.
Answer incoming phone calls.
Make outbound calls to customers to offer discounts.
Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
QUALIFICATIONS:
Must be bilingual (English/Spanish)
Dedicated to customer service
Able to obtain Property and Casualty License
Able to obtain a Life/Health License
Able to achieve mutually agreed upon goals
Interested in marketing products and services based on customer needs
BENEFITS:
Hourly plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
$31k-44k yearly est. 22d ago
Insurance Account Representative - State Farm Agent Team Member
Felipe Gomez-State Farm Agent
Finance representative job in Mission, TX
Job DescriptionBenefits:
Bonus based on performance
State Farm Insurance Agent located in Alton, TX is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Felipe Gomez - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Detail oriented
Ability to make presentations to potential customers
Bilingual - Spanish required
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$31k-44k yearly est. 20d ago
Financial Services Representative (Bilingual)
Worldacceptance
Finance representative job in Weslaco, TX
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15 hourly Auto-Apply 14d ago
Insurance Account Representative - State Farm Agent Team Member
Adolfo Torres-State Farm Agent
Finance representative job in Harlingen, TX
Job DescriptionBenefits:
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION: As a Insurance Account Representative - State Farm Agent Team Member with Adolfo Torres - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Current P&C License (or ability to obtain).
$31k-44k yearly est. 23d ago
Personal Banker La Feria
PNC 4.1
Finance representative job in La Feria, TX
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in La Feria Texas at the La Feria branch.
Bilingual Spanish PreferredPNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$34k-43k yearly est. Auto-Apply 15d ago
Statutory Finance Intern
GTT Communications 4.6
Finance representative job in Solis, TX
About GTT: GTT is a leading networking and security as a service provider for multinational organizations, simply and securely connecting people and machines to data and applications - anywhere in the world. We serve thousands of organizations, bringing together the right people, partners and technology to reduce the burden on IT teams and solve the most pressing networking and security challenges. Built on our top-ranked global Tier 1 network, GTT Envision is a single global technology platform to connect, orchestrate, virtualize and automate enterprise networks, enabling customers with consumable solutions to achieve business missions and meet ongoing demand when, where and how needed. Our portfolio includes SASE, SD-WAN, security, internet, voice and other connectivity options, complemented by a suite of professional services and exceptional sales and support teams in local markets around the globe. We partner with our customers to deliver Greater Technology Together. For more information, please visit ************
Role Summary:
Statutory Finance intern is responsible for supporting statutory financial reporting for various GTT entities across EMEA, including providing statutory audits support.
Job Scope/Supervision:
The Statutory Finance intern reports to Statutory Finance Manager.
Duties and Responsibilities:
The day-to-day responsibilities of the role include, but are not limited to the following:
* Extracting and collecting full audit supporting evidence for the purpose of statutory audits from different internal sources/ systems (Oracle, Internal billings system, SAP/ Concur, others) for the assigned accounting areas/ legal entities in scope.
* Support the Statutory finance managers and the auditors during the statutory audit process
* Help build good understanding of the accounting policies (under US GAAP and Local GAAPs) and accounting processes within GTT to effectively support statutory financial reporting
* Preparation of various kinds of ad hoc financial reports and analyses, as needed
Required Experience/Qualifications:
* Bachelor's degree/ Last years' student in Finance/ Accounting/ ACCA student
* Advanced MS Excel user
* No prior experience in the area is required, but 1-2 years of experience/ previous internship experience will be considered a plus
Desirable Experience/Qualifications:
* Basic understanding of the audit process
* Oracle or other ERP system knowledge/ experience is a plus
* Understanding of accounting framework/ accounting standards - IFRS, US GAAP is a plus
* Ability to work in a dynamic, fast moving and demanding environment to meet targets and deadlines
* Proactive person with eagerness to learn and develop
Hours/Travel/Shift:
* Full time employee (flexibility in view of university commitments can be accommodated)
* Duration of the internship is six months with possibility to be prolonged to nine
#LI-VK1 #LI-Remote
$37k-46k yearly est. Auto-Apply 10d ago
Bilingual Personal Banker
First National Bank Texas 4.5
Finance representative job in Pharr, TX
* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
$30k-34k yearly est. 2d ago
Personal Banker Edinburg University Drive
PNC Financial Services Group, Inc. 4.4
Finance representative job in Edinburg, TX
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Edinburg Texas at the Edinburg University Drive branch.
Bilingual Spanish Preferred
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
* Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
* Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
* Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Competencies
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
Work Experience
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$30k-38k yearly est. 4d ago
Insurance Account Representative - State Farm Agent Team Member
Rick Armendariz-State Farm Agent
Finance representative job in Mercedes, TX
Job DescriptionBenefits:
Simple IRA
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Position Overview:
Rick Armendariz - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Qualifications:
Experience in insurance sales or account management preferred.
Strong leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$31k-44k yearly est. 31d ago
Financial Representative
Western & Southern Financial Group 4.8
Finance representative job in Harlingen, TX
The purpose of the FinancialRepresentative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The FinancialRepresentative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc., in a timely manner.
Operate an automobile during both day and night hours.
Qualifications
High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Obtain and hold State Life and Health license prior to hire.
Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands
Access to an automobile and ability to maintain a valid driver's license.
$44k-78k yearly est. Auto-Apply 13d ago
Financial Solutions Advisor - Registration Candidate - San Antonio Area
Bank of America 4.7
Finance representative job in Harlingen, TX
San Antonio, Texas;Harlingen, Texas; San Antonio, Texas; San Juan, Texas; Pharr, Texas; San Antonio, Texas; San Antonio, Texas; McAllen, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*************************************************************************************************************************************************
**:**
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
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!
**Job Description:**
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**We'll help you:**
+ Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
+ Get training and one-on-one coaching from Academy managers who are invested in your success.
+ Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
+ Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
+ Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Aptitude in obtaining required industry licenses.
+ Must be self-disciplined in managing time and capacity.
+ Experience in cultivating client relationships, accessing needs and recommending solutions.
+ Success creating strong peer relationships through effective communication and collaboration.
+ Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
+ Executes multiple tasks simultaneously.
+ Learns and adapts to new technology or applications.
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
+ Bi-lingual Spanish speaking
**Skills:**
+ Advisory
+ Account Management
+ Client Experience Branding
+ Customer and Client Focus
+ Oral Communications
+ Issue Management
+ Client Solutions Advisory
+ Pipeline Management
+ Active Listening
+ Attention to Detail
+ Risk Management
+ Policies, Procedures, and Guidelines
+ Client Management
+ Causation Analysis
+ Written Communications
**Minimum Education Requirement:**
+ High School Diploma / GED / Secondary School or equivalent
**Schedule:**
+ Monday - Friday and rotating Saturdays
**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.
$48k-77k yearly est. 60d+ ago
Personal Banker La Feria
PNC 4.1
Finance representative job in La Feria, TX
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in La Feria Texas at the La Feria branch.
Bilingual Spanish Preferred
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
+ Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
+ Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
+ Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
+ Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video (*************************************************************************************************************************** .
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
**Competencies**
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
**Work Experience**
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$34k-43k yearly est. 37d ago
Bilingual Personal Banker
First National Bank Texas 4.5
Finance representative job in Donna, TX
* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality
* Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
* At least 18 years of age
* High school diploma, high school equivalency or currently attending high school
* Ability to communicate clearly and professionally in both Spanish and English
* Six months of work experience in a retail or customer service environment preferred
* Must be able 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
$30k-34k yearly est. 14d ago
Personal Banker La Feria
PNC Financial Services Group, Inc. 4.4
Finance representative job in La Feria, TX
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in La Feria Texas at the La Feria branch.
Bilingual Spanish Preferred
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
* Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
* Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
* Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Competencies
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
Work Experience
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$30k-38k yearly est. 38d ago
Financial Solutions Advisor - Registration Candidate - San Antonio Area
Bank of America Corporation 4.7
Finance representative job in McAllen, TX
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. 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!
Job Description:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you:
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
* Aptitude in obtaining required industry licenses.
* Must be self-disciplined in managing time and capacity.
* Experience in cultivating client relationships, accessing needs and recommending solutions.
* Success creating strong peer relationships through effective communication and collaboration.
* Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
* Executes multiple tasks simultaneously.
* Learns and adapts to new technology or applications.
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
* Bi-lingual Spanish speaking
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
Schedule:
* Monday - Friday and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40
How much does a finance representative earn in Alton, TX?
The average finance representative in Alton, TX earns between $25,000 and $77,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Alton, TX
$44,000
What are the biggest employers of Finance Representatives in Alton, TX?
The biggest employers of Finance Representatives in Alton, TX are: