Finance representative jobs in Carrollton, TX - 552 jobs

The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative, personal & professional growth along with having or developing a strong "sales" mentality. They must also enjoy handling customers' initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry. Responsibilities include: Opening deposit accounts and ancillary deposit services Processing paying and receiving transactions Balancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trail Uncovering customer expansion opportunities and referring customers to proper bank associates Performs account maintenance and related activities Adheres to established internal controls on regulatory requirements ensuring compliance Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved Qualifications: High School diploma or GED Minimum of two years of retail/sales or banking experience required Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred Skills: Demonstrated experience with Microsoft Office Suite Excellent interpersonal, communication skills, and written communication Solid organizational skills and attention to detail Ability to work in a fast-paced, team-oriented environment Demonstrated ability to maintain confidentiality Lifting in an office setting may be required up to 30 lbs. ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. ESSENTIAL FUNCTIONS New Accounts Perform all aspects of new account opening procedures for all bank products/services. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution. Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes. Maintain confidentiality of customer information as well as Bank proprietary information. Sales & Service Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively support branch new business promotions. Operations Perform deposits and withdrawal transactions. Reconcile and balance teller cash drawer. Process outgoing wires. Essential functions of Safe Deposit box (e.g. entry, opening, maintenance). Assist customers with problem resolution. Assist in ATM balancing. Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports. QUALIFICATIONS College degree in business, accounting or finance preferred, but not required 1-2 years of cash handling, customer service in a retail environment, or sales experience required. Banking experience is a plus. Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred. Motivated to consistently provide our customers with excellent service and help them achieve their financial goals. PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus. Detail-oriented and organized - can multi-task, work well under pressure and follow through on commitments. Excellent interpersonal, listening, and communication skills - can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships. Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers Ability to work independently and as part of team. Ability to give and receive feedback to improve skills and job knowledge. Able to work weekends and extended hours as required to meet business demands Bilingual English/Chinese (Mandarin or Cantonese) preferred. May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS). Able and willing to commute as required for business needs. OTHER DETAILS $22.00 - $25.00 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for incentive compensation. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

At Amegy Bank, people and culture are at the heart of everything we do. "Everyone counts" isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank-Here, you grow. We're seeking a highly motivated and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) at our Love Field Banking Center in Dallas, TX. In this role, you'll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance. This role offers exciting opportunities for growth within the banking industry and plays a key role in creating exceptional customer experiences. If you're passionate about making a difference in your community, collaborating with a supportive team, and helping others reach their financial goals, we'd love to connect with you! Key Responsibilities: Provide full-service banking services to new and existing clients within the banking center, with a primary focus on sales and service. Process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the banking center. Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerns. Execute the sales discovery process and manager client relationships. Conduct assessments with clients to determine their financial needs and make appropriate recommendations. Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed. Execute inside/outside sales calls to prospects and established clients. Establish, expand, and maintain strong client relationships by providing extensive, personalized service focused on specific needs of each banking customer. Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss. Perform all duties in compliance with laws, regulations, and bank policies and procedures. Resolve client concerns through direct personal action or referral to alternative banking center or bank resources. Adhere to bank's security policies while maintaining confidentiality of bank records and client information. Meet with Branch Service Manager/Branch Manager daily to discuss progress in reaching individual and banking center goals. Perform other duties as assigned. Required Qualifications: High school diploma or equivalent required. At least 2 years of experience in customer service, retail banking, new accounts, financial services sales, or other directly related experience. Previous experience in a consultative relationship-based sales role with knowledge of consumer lending applications processes and procedures, is preferred. Strong communication and interpersonal skills, with the ability to build rapport with clients. Knowledge of banking products and services, including deposit accounts, loans, credit cards, and investment options. Sales skills and experience, with the ability to identify sales opportunities, achieve sales targets and effectively cross-sell banking products and services to meet client needs. Demonstrated problem-solving skills, with the ability to identify client needs, address inquiries, and resolve issues effectively. Strong negotiation skills, with the ability to influence and persuade clients to consider appropriate banking solutions. Attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment. Proficiency in basic math and computer skills, including knowledge of banking software and systems. Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act. Work Schedule: Monday-Friday, 8:30 AM - 5:15 PM Saturday, 8:45 AM - 1:15 PM This is a full-time position: 40 hours per week. Must be able to work a flexible schedule within the hours listed above, to include rotating Saturdays . Employee Benefits: At Amegy Bank, our mission is to create value for our customers, communities, employees, and shareholders. We recognize the vital role you play in our success as a team member. Our benefit plans are crafted to safeguard your health and well-being, as well as that of your family, while supporting your career growth. Medical, Dental, and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match and Profit Sharing. Mental Health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products. Competitive compensation in line with work experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.

Job DescriptionDescription: Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more. SUMMARY: The role of a Gold and Bullion Trader is responsible for buying and selling gold, silver, platinum, and other precious metals in the global market. The primary responsibility is to manage and expand the company accounts and portfolios by buying, selling, and trading from a selection of coins and metals. LOCATION: South of Dallas/Fort Worth International Airport, NW corner of W. Airport Freeway (Hwy. 183) and Valley View Lane BENEFITS: Medical, Dental, Vision coverage Paid time off 401k savings plans COMPENSATION: Commensurate based on experience. ESSENTIAL DUTIES & RESPONSIBILITIES: Monitoring market trends and making informed trading decisions based on market analysis. Executing trades and managing risk by hedging against market volatility. Maintaining relationships with existing accounts, and prospecting for new accounts. Requirements: EDUCATION & EXPERIENCE: Solid understanding of the global precious metals market Excellent analytical and interpersonal skills A proven track record of success in a similar role Bachelor's degree in finance, economics, or a related field is often preferred. Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE

Do you get satisfaction from helping people make their dreams come true? If you do, the Financial Aid at StrataTech Education Group might be the job for you! We are looking for an enthusiastic individual who has a caring and engaging personality, a pleasant and steadfast demeanor, and great communication skills. A positive attitude and great work ethic are essential. Minimum Requirements: High School Diploma Pleasant personality Like to talk **Bilingual in Spanish is a huge plus Why Should You Work For Us? Competitive benefits package including Medical, Dental, and Vision Flexible Spending Account and Health Savings Account options 401(k) employer match Short & Long Term Disability - Company Paid Basic Life Insurance - Company Paid Your Birthday off - Company Paid 10 Paid holidays 2 weeks PTO- 1st yr. Tuition Reimbursement Pet Insurance, Accident Insurance, and other optional insurance plans We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. About Us: StrataTech Education Group specializes in the operation of skilled trade schools. Led by industry veterans, we understand the realities of the career school industry. StrataTech Education Group's first acquisition was Tulsa Welding School (TWS) in 2008. TWS has locations in Tulsa, OK, Jacksonville, FL, and Houston, TX. In November 2009, The Refrigeration School, Inc. (RSI) was acquired and is located in Phoenix, AZ. StrataTech seeks to deliver an excellent return on investment for both our students and our investors. Core Values: Integrity, Communication, Accountability, Respect, Excellence (“I CARE”) StrataTech Global Privacy Policy

Job Description Step into the role of a Financial Services Representative with NYL - DFW, where your career growth is our top priority. You'll join a respected organization known for excellence in the insurance and financial industry. With our comprehensive training, extensive resources, and continuous support, you'll have everything you need to thrive. We're committed to helping you build strong, trusted relationships with your clients, guiding them toward confident, secure financial futures. Here, you'll provide exceptional service, ensuring your clients receive the best guidance and solutions. Our competitive compensation structure and clear paths for career advancement empower you to grow both personally and professionally. You'll be part of a team that values your success and encourages you to make a meaningful impact in others' lives. Together, let's create a strong financial future for you and your clients. Compensation: $75,000 - $90,000+ yearly Responsibilities: Create and execute sales strategies to grow and manage customer portfolios effectively Provide personalized advice by evaluating clients' financial needs and priorities, presenting tailored plan options that fit their goals Participate in required training sessions-both online and in person-to obtain and maintain necessary licenses Deliver exceptional customer service at every stage of the client relationship Qualifications: Strong communication skills are essential for success in this role Must already hold, or be willing to obtain, a Life/Health insurance license Passion for helping others and making a positive impact Prior experience in sales or business is highly valued Comfort using CRM tools, especially Salesforce, is a plus Bilingual candidates are strongly encouraged to apply About Company We are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. A promise to work with you to build a strong financial future for both you and your clients.

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

Job DescriptionBenefits: 401(k) matching Bonus based on performance Company parties Competitive salary Free food & snacks Health insurance Opportunity for advancement Paid time off Profit sharing Training & development Wellness resources ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Ability to present themselves professionally in virtual meetings to our customers. QUALIFICATIONS: 1+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred but not required. Our Agency has been proudly serving the community since August 2015, and our team of 12 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment. We believe in creating opportunities for growth and rewarding hard work with generous benefits, including retirement plans, comprehensive health insurance, paid time off, and monthly, quarterly, and annual bonuses. To keep things exciting, we also host weekly prize opportunities and team-building events. As a proud graduate of Texas A&M University, Ron brings commitment to excellence into every aspect of the entire agency. His dedication to community involvement is reflected in my roles on the Advisory Council for the Salvation Army, the Irving Sunrise Rotary Club, and the Board of Directors for the City of Irving. He has also been honored as an Irving Rising Star and recognized for leadership by the World Malayalee Council of DFW Province. In our office, our team lives by our core values: integrity, ownership, humility, teamwork, positivity, excellence, growth, and a touch of awesomeness. These principles guide everything we do, fostering a supportive and collaborative atmosphere where team members thrive. If youre ready to join a fun and inspiring environment where your contributions are valued, wed love to welcome you to our growing team! Position Overview: Are you a driven professional looking to take your career to the next level? A successful State Farm Agent is seeking an enthusiastic go-getter to join their winning team as a Financial Services Representative - State Farm Agent Team Member. This is more than just a job; its a chance to be part of a dynamic team, delivering value-based conversations and exceptional customer experiences. If youre a self-starter who thrives in a fast-paced environment, this could be your opportunity for a rewarding career with outstanding income and growth potential. Why Join Us? At our Agency, we pride ourselves on being more than just an insurance provider. Were risk managers who protect what matters most to our clients: Auto, Home, Life, and Retirement Planning. Were seeking team members who are ready to grow with us, learn the business inside and out, and take part in an exciting, fast-growing environment. What Youll Do: Provide friendly, prompt, and accurate customer service, handling inquiries about insurance availability, coverages, claims, and billing. Develop leads, schedule appointments, identify customer needs, and offer tailored product solutions. Demonstrate a strong work ethic with an unwavering commitment to success every day. Perks of Being an Agent Team Member: Competitive Compensation: Hourly pay plus commission/bonusearn more as you grow! Flexible Hours: We believe in work-life balance. Comprehensive Benefits: Group Life Insurance, Health Insurance, 401(k) plan, and profit sharing. Paid Time Off: Vacation, personal, and sick days to recharge. Growth Potential: Opportunities for advancement within the agency. Exciting Incentives: Weekly prizes, with the chance to leave early on Fridays! Monthly and quarterly bonuses, plus an annual incentive resort trip to Mexico (with a guest!). Quarterly Growth Profit Sharing (team members receive a percentage of the agencys growth). What Were Looking For: Excellent interpersonal and communication skillsverbal, written, and listening. A people-oriented individual with a passion for delivering top-notch customer service. Self-motivated, detail-oriented, and able to handle multiple tasks in a fast-paced environment. Ability to work collaboratively as part of a team. Bilingual (Spanish) is a plus! How to Apply: If youre excited about this opportunity and motivated to succeed, wed love to hear from you! Apply now, and well be in touch to discuss the next steps in the interview process. This position is with a State Farm independent contractor agent, not State Farm Insurance Companies. Employees of State Farm agents must complete all required licensing and training. State Farm agents are independent contractors who hire their own staff.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Paid time off Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing 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 Excellent communication skills - written, verbal and listening 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 Ability to make presentations to potential customers Achieve mutually agreed upon marketing goals Experience in marketing Property and Casualty license (must have currently) 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.

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: $16 - $17 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Job DescriptionBenefits: 401(k) 401(k) matching Company parties Dental insurance Health insurance Opportunity for advancement Paid time off Signing bonus Training & development Vision insurance Parental leave Wellness resources Bonus based on performance ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Rick Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred

is located in the Bedford branch, inside our Headquarters building. Work hours: Monday - Thursday 8:45am - 5:30pm, Friday 8:30am - 6:30pm, and 2 Saturdays per month 8:30am - 12:30pm. Summary: Financial Services Representative duties include opening new accounts, establishing IRAs, issuing ATM/debit cards, cross-selling credit union products and services, and assisting members with lending services (providing general lending information to members, taking loan applications, and preparing loans for credit approval and disbursal). Requirements: Candidates must have excellent customer service abilities. A minimum of 1-year recent financial institution experience is required, preferably in a credit union. Necessary skills include knowledge of basic office functions: IT skills (maneuvering around Windows, browser-based programs, email); strong time management and organizational skills, attention to detail, and the ability to communicate with tact and professionalism. Experience with XP2 and/or Meridian Link is helpful. Additional Information: This position may be required to float to other branches when necessary, as determined by Operations management. Candidates must be willing to commute to other locations as needed, and have reliable transportation. When the work location is a branch other than the Headquarters office, mileage will be reimbursed according to company policy. Benefits: Full Benefits Package including medical, dental, and vision coverage; paid vacation, sick and holidays; 401(k) Program, Employee Assistance Program, and business casual dress.

Job DescriptionBenefits: Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview: Are you a financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities: Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain compliance with financial and insurance regulations Perform customer needs analysis and engage in sales conversations Preferred Qualifications: Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor If youre ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers lives, wed love to hear from you.

The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals supporting clients in the Fort Worth or McKinney markets. Other responsibilities include: Meeting with clients to discuss their financial goals and current financial position Building and maintaining relationships with clients Cross-selling bank products and services Investigates each client's financial situation in order to provide investment and financial planning advice May require work on physical bank premises Qualifications: Bachelor's degree or equivalent educational/work experience 3-5 years of full Financial Advisor experience NASD Series 7, 63, 65 or 66 license, and applicable state insurance license Criminal background check required and personal finances must be in good standing (for financial licensing purposes) Skills: Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions.] Travel to a variety of locations to perform work and/or attend meetings as required Work occasionally requires more than 40 hours per week to perform the essential functions of the position Must be able to travel regularly from location to location Lifting in an office setting may be required up to 30 lbs. ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more. SUMMARY: The role of a Gold and Bullion Trader is responsible for buying and selling gold, silver, platinum, and other precious metals in the global market. The primary responsibility is to manage and expand the company accounts and portfolios by buying, selling, and trading from a selection of coins and metals. LOCATION: South of Dallas/Fort Worth International Airport, NW corner of W. Airport Freeway (Hwy. 183) and Valley View Lane BENEFITS: Medical, Dental, Vision coverage Paid time off 401k savings plans COMPENSATION: Commensurate based on experience. ESSENTIAL DUTIES & RESPONSIBILITIES: Monitoring market trends and making informed trading decisions based on market analysis. Executing trades and managing risk by hedging against market volatility. Maintaining relationships with existing accounts, and prospecting for new accounts. Requirements EDUCATION & EXPERIENCE: Solid understanding of the global precious metals market Excellent analytical and interpersonal skills A proven track record of success in a similar role Bachelor's degree in finance, economics, or a related field is often preferred. Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE

JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

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

Work hours: Monday - Thursday 8:45am - 5:30pm, Friday 8:30am - 6:30pm, and 2 Saturdays per month 8:30am - 12:30pm. Summary: Financial Services Representative position duties include opening new accounts, establishing IRAs and CDs, issuing ATM/debit cards, cross-selling credit union products and services, and assisting members with lending services (providing general lending information to members, taking loan applications, and preparing loans for credit approval and disbursal). Requirements: Candidates must have excellent customer service abilities. A minimum of 1-year recent financial institution experience is required, preferably in a credit union. Necessary skills include knowledge of basic office functions: IT skills (maneuvering around Windows, browser-based programs, and Outlook 365 email); strong time management and organizational skills, attention to detail, and the ability to communicate with tact and professionalism. Experience with XP2 and/or Meridian Link is helpful. Benefits: We offer a generous Benefits Package including medical, dental, and vision coverage; paid vacation, sick time, and holidays; 401(k) Program, Employee Assistance Program, and business casual dress code.