Finance representative jobs in Cedar Park, TX

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's degree in business, economics, or related discipline or 5+ years of related experience FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire Proficiency in Microsoft applications Excellent written and verbal communication skills Strong organizational and time-management skills and can adapt quickly to fast-paced environments Additional Preferred Skills: 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor Master's degree in business, economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications. In this role, the successful candidate must display a strong sense of patient care and attention to detail. Responsibilities: Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment. Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate. Contact insurance carriers or other sources and act as an advocate for the patient. Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved. Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations. Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage. Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service. Maintain accurate documentation of pre-processing information. Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency. Perform all other duties and projects as assigned. Required Qualifications: High school diploma is required At least one year of call center experience Attention to detail Strong customer service experience Ability to multi-task and navigate between multiple systems simultaneously Ability to handle a large volume of incoming calls Must be comfortable being on your feet Must be willing to walk a lot during your shift Desired Qualifications: Previous experience as a financial counselor with background in medical terminology preferred Understanding of State and Federal assistance Physical Requirements: See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands. Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment. Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations. Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc. Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.). For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook

As an Area Personal Financial Representative, you will have the opportunity to work at various branch locations to engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues. About UFCU Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures. In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values: Purposefully Member-Obsessed We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success. Possibilities Reimagined We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights. Performance Excellence Rooted in Unwavering Integrity We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration. Essential Functions Member Relationships Open savings, checking and deposit accounts as well as Certificate of Deposits Educate members on Credit Reviews and Needs Assessments Accept and input consumer and business loans Communicate UFCU's Mission, Vision, and Values Member Experience Serve as the Lobby Lead Maintain branch appearance Follow-up on member issues Account Services Refer fraud claims to experts Provide online and mobile support Increase Automated Teller Machine limits Release check holds Provide notary services Conduct Signature Guarantees Complete wire transfers Validate vehicle values Manage account restrictions and pop-up concerns, and add travel notes on member accounts Partner with Collections for members who are past due Problem solve and facilitate connecting members with internal business partners Conduct Transactions Process service requests and financial transactions Process stop payments via check, ACH and/or Cashier's Checks Process ATM and Point-of-Service transaction disputes Set-up and grant access to safe deposit box Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters Compliance Performs other duties as assigned. Adhere to all company policies, procedures and business ethics codes. Complete required regulatory training as assigned. Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Business Development Make external business partner referrals Host tables at and attend community events Knowledge/Skills/Abilities Knowledge High proficiency in Microsoft Office Skills Effective active listening skills Excellent verbal, interpersonal, and written communication skills Strong organizational and time management skills Abilities Ability to effectively build relationships, establish rapport, and diplomatically communicate information Ability to be adaptable and work in a fast-paced environment Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues Ability to demonstrate strong attention to detail Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification Core Competencies Demonstrating Member Obsession Demonstrating Performance Excellence Demonstrating Innovation Experience Minimum Requirements High School Diploma or GED Minimum of two (2) years of customer service experience Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment Minimum of one (1) year working in a team environment Advanced knowledge of current local, state, and federal regulations Must have the ability to work at multiple branch locations Must have access to reliable transportation to facilitate working in multiple branches Preferred Qualifications Bachelor's Degree Bilingual in English/ Spanish Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General knowledge of applicable financial industry regulations Military experience Hours Monday through Friday from 9am to 6pm, and on Saturday from 10am to 2pm. About This Career Opportunity We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team!

About the Job As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues. About UFCU As Austin's largest locally-owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We're proud to focus on people - not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals. Consistently receiving awards as the Best Credit Union and Best Mortgage Lender, UFCU is proud of its people-first culture. We value our employees as much as our Members. We offer an environment where people care about each other - like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives - then we're glad you're here. Essential Functions of the Job Member Relationships * Open savings, checking and deposit accounts as well as Certificate of Deposits * Educate members on Credit Reviews and Needs Assessments * Accept and input consumer and business loans * Communicate UFCU's Mission, Vision, and Values Account Services * Refer fraud claims to experts * Provide online and mobile support * Increase Automated Teller Machine limits * Release check holds * Provide notary services * Conduct Signature Guarantees * Complete wire transfers * Validate vehicle values * Manage account restrictions and pop-up concerns, and add travel notes on member accounts * Partner with Collections for members who are past due * Problem solve and facilitate connecting members with internal business partners Conduct Transactions * Process service requests and financial transactions * Process stop payments via check, ACH and/or Cashier's Checks * Process ATM and Point-of-Service transaction disputes * Set-up and grant access to safe deposit box * Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters Compliance * Performs other duties as assigned. * Adhere to all company policies, procedures and business ethics codes. * Complete required regulatory training as assigned. * Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Business Development * Make external business partner referrals * Host tables at and attend community events Knowledge, Skills and Abilities * Ability to effectively build relationships, establish rapport, and diplomatically communicate information * Effective active listening skills * Excellent verbal, interpersonal, and written communication skills * Ability to be adaptable and work in a fast-paced environment * Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues * Strong attention to detail * Strong organizational and time management skills * Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a "what can I do to help?" attitude * High proficiency in Microsoft Office * Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification Competencies * Demonstrating Member Obsession * Demonstrating Innovation * Demonstrating Performance Excellence Required Qualifications * High School Diploma or GED * English/Spanish bilingual * Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment * Minimum of two (2) years of customer service experience * Minimum of one (1) year working in a team environment * Advanced knowledge of current local, state, and federal regulations Preferred Qualifications * Bachelor's Degree * Credit Union experience * Series 6, 63, and/or Texas Life and Health Insurance licenses * Registered NMLS * Investment license * Consumer lending experience * General knowledge of applicable financial industry regulations * Military experience Hours Monday through Friday from 9am to 6pm, and on Saturday from 9am to 2pm. About This Career Opportunity We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team! INDUFCU

About GlobalFoundries GlobalFoundries (GF) is a leading full-service semiconductor foundry providing a unique combination of design, development, and fabrication services to some of the world's most inspired technology companies. With a global manufacturing footprint spanning three continents, GF makes possible the technologies and systems that transform industries and give customers the power to shape their markets. For more information, visit *********** Internship Program Overview: Our Interns & Co-ops are our entry-level talent pipeline for GF across the globe. Our goal is to provide students with a meaningful work experience that will equip them with the skills to embark on a career in the fast-paced and growing semiconductor industry after graduation. As an intern at GF, you'll experience one-on-one mentorship, work assignments that prioritize your growth and potential, professional development opportunities, and the chance to network with executives. Summary of Role: The Commercial Operations intern will support strategic initiatives within the enterprise sales and finance organization by leveraging data and analytics to enhance sales pipeline management and sales performance. This role offers exposure to cross-functional collaboration and commercial-decision making within a dynamic operations environment. Essential Responsibilities include: * Analyze sales pipeline data to identify trends, gaps, and actionable insights. * Assist in development and maintenance of dashboards and reports to monitor key sales metrics and KPIs. * Support forecasting and planning processes in collaboration with Sales, Finance, and Product teams. * Prepare presentation materials and summaries for business reviews, as needed. * Participate in process improvement initiatives aimed at enhancing commercial analytics and operational efficiency. Other Responsibilities: * Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs. Required Qualifications: * Education - At least a sophomore at time of application and actively pursuing a Degree in Business, Finance, Economics, Data Analytics, or related field through an accredited degree program during the time of internship. * Must have at least an overall 3.0 GPA and be in good academic standing. * Language Fluency - English (Written & Verbal) * Ability to work at least 40 hours per week during the internship. Preferred Qualifications: * Prior related internship or co-op experience * Demonstrated prior leadership experience in the workplace, school projects, competitions, etc. * Project management skills, i.e., the ability to innovate and execute on solutions that matter; the ability to navigate ambiguity. * Strong written and verbal communication skills * Strong planning & organizational skills * Familiarity with data visualization tools (e.g., Power BI, Tableau, etc) and analytical skills with proficiency in Excel #InternshipProgramUS Expected Salary Range $20.00 - $40.00 Expected Salary Range $0.00 - $0.00 The exact Salary will be determined based on qualifications, experience and location. If you need a reasonable accommodation for any part of the employment process, please contact us by email at usaccommodations@gf.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. An offer with GlobalFoundries is conditioned upon the successful completion of pre-employment conditions, as applicable, and subject to applicable laws and regulations. GlobalFoundries is fully committed to equal opportunity in the workplace and believes that cultural diversity within the company enhances its business potential. GlobalFoundries goal of excellence in business necessitates the attraction and retention of highly qualified people. Artificial barriers and stereotypic biases detract from this objective and may be illegally discriminatory. All policies and processes which pertain to employees including recruitment, selection, training, utilization, promotion, compensation, benefits, extracurricular programs, and termination are created and implemented without regard to age, ethnicity, ancestry, color, marital status, medical condition, mental or physical disability, national origin, race, religion, political and/or third-party affiliation, sex, sexual orientation, gender identity or expression, veteran status, or any other characteristic or category specified by local, state or federal law

JobID: 210692841 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Retail Business Banker SUMMARY Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions. * Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts. * Consult small business customers on business life and cash flow cycle. * Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process. * Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed. * Serve as a trainer, mentor, and coach for the small business delivery process. * Serve as customers' single point of contact on all First United Bank products and services. * Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.). * Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Follow proper procedures accurately and efficiently for all customer-servicing activities performed. * Consistently exceed performance goals and actively participate in all sales campaigns. * Coordinate team meetings and huddles related to small business strategy and execution. * Deepen and enhance existing customers relationships and develop new customer relationships. * Participate in outbound calling efforts to increase bank relationships and business opportunities. * Complete small business reviews and networking commitments as assigned. * Leads by example and serves as a role model for Tellers, Relationship Banker I and II * positions. ADDITIONAL DUTIES AND RESONSIBILITIES * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by manager. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * High School Diploma is required. Some college is strongly preferred. * Required 3 years of banking experience or relatable business acumen. * Cash handling experience is required. Technical/Functional Competencies * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization #LI-KG1 All Locations: Temple If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Recognized as the No. 1 site trusted by real estate professionals, Realtor.com has been at the forefront of online real estate for over 25 years, connecting buyers, sellers, and renters with trusted insights and expert guidance to find their perfect home. Through its robust suite of tools, Realtor.com not only makes a significant impact on the real estate industry at large, but for consumers, navigating the biggest purchase they will make in their life, by providing a user experience that is easy to use, easy to understand, and most of all, easy to make decisions. Join us on our mission to empower more people to find their way home by breaking barriers to entry, making the right connections, and building confidence through expert guidance. Location: Austin, TX (Hybrid Remote/In-Office) Relocation is not provided Start your future with Realtor.com At Realtor.com, we're driven by a purposeful vision: to help more Americans find their way home. Homeownership is inherent to the American Dream, and we're in the business of fulfilling those dreams. We're building the No. 1 open real estate marketplace, and for more than 25 years, we've helped millions of people successfully navigate the journey to home. Join us next summer and be part of the team that's reshaping how people find, buy, sell, and live in their homes. Why Intern With Us? Our Summer Internship Program is more than a resume builder-it's a launchpad. Whether you're exploring your interests or deepening your skills, you'll gain real-world, hands-on experience that matters. You won't sit on the sidelines. Instead, you'll join us in setting big goals and going after them. You'll be given the space to bring great ideas to life, and you'll lean into your curiosity and creativity to experiment and question the status quo, learning from every experience as you go. With mentorship from experienced professionals and the freedom to share your ideas, you'll expand your knowledge and impact, make connections with talented and passionate people, and take a bold step toward your future. Key Dates & Next Steps * Internship roles will be posted from November 2025 - January 2026 * Interviews will begin in November 2025 What to Expect During Your Internship Throughout our 11-week program, you will: * Work on real, high-impact projects that contribute to our mission and core business * Collaborate across teams, learning from professionals in tech, product, marketing, and more * Attend executive speaker series and team-led workshops for a deep dive into our business * Engage in networking events and mentorship opportunities * Give back through volunteer opportunities with our community partners * Gain exposure to our inclusive culture, where innovation and individuality are celebrated At Realtor.com, you'll join a supportive environment where you're encouraged to grow, challenged to think differently, and inspired to make a difference. Job: FP&A Intern Location: Austin, TX (Hybrid Remote/In-Office Are you passionate about financial analysis and problem solving? Are you eager to help ****************** manage the planning, reporting and operations of financials. As an essential member of the Finance and Accounting teams, you'll work closely with finance and business partners to plan and report on financials and operating expenses. Partnering with financial analysts you'll develop an understanding of the monthly financial process, operating rhythm, modeling, and business insights. We're looking for self-starters with a keen eye for detail and a sharp sense for strong business decisions.)? If you want to open the door to your first job and make your mark on an innovative real estate tech company, this role is for you. Join us as our newest FP&A Intern and help change the world of real estate, one home at a time. What you'll do: ● Assist with annual budgeting and monthly forecasting processes ● Assist with month, quarter & year-end close activities and reporting processes ● Prepare ad-hoc analysis and business case modeling as per business requirements ● Collaborate with FP&A owner to prep & distribute weekly/monthly materials and facilitate meetings. ● Engage in continuous process improvement efforts to streamline financial planning and budget management processes for efficiency and accuracy ● Conduct analysis to discover and highlight drivers of variance versus forecast What you'll bring: ● Currently enrolled in a Bachelor's degree program in a Finance, Accounting, Economics, Business Administration or related field ● Be willing to work in a fast-paced environment and partner with different teams ● A great communicator with focus and attention to details ● Demonstrated analytical and problem-solving skills ● Well organized, with the ability to prioritize and multi-task several projects at once ● Advanced MS Excel and PowerPoint skills ● Junior or Senior in an accredited university or college program ● Knowledge of relational databases is a plus Please note: Our Internship Program is based in Austin, TX, and follows a hybrid schedule (three days on-site, two days remote). Visa sponsorship and relocation assistance are not available for this program. Make Your Mark at Realtor.com You only get one first internship, so make it count. At Realtor.com, you'll do more than gain experience-you'll make an impact, grow your network, and help us build a better future for home. Ready to build a way home for everyone? Apply and join us in Summer 2026. Do the best work of your life at Realtor.com Here, you'll partner with a diverse team of experts as you use leading-edge tech to empower everyone to meet a crucial goal: finding their way home. And you'll find your way home too. At Realtor.com, you'll bring your full self to work as you innovate with speed, serve our consumers, and champion your teammates. In return, we'll provide you with a warm, welcoming, and inclusive culture; intellectual challenges; and the development opportunities you need to grow. Diversity is important to us, therefore, Realtor.com is an Equal Opportunity Employer regardless of age, color, national origin, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, marital status, status as a disabled veteran and/or veteran of the Vietnam Era or any other characteristic protected by federal, state or local law. In addition, Realtor.com will provide reasonable accommodations for otherwise qualified disabled individuals.

Hilltop Securities Inc. is currently looking for qualified students to join our Public Finance team as a Summer Intern. This individual will work closely with our Public Finance to gain hands-on experience in the profession while assisting with several key initiatives across the company. They will develop entry-level experience in the financial services industry, including development and delivery of initiatives, and effective practices. Our Summer 2026 Internship Program is an in-person experience lasting from May 27th to July 31st with opportunities located in downtown Dallas at our HTS Tower location and throughout the country at various branch locations. Responsibilities Work directly with Traders and Public Finance bankers for hands-on experience in this line of business, including opportunity to perform data analysis and deliver presentations to Public Finance leadership and training on municipal finance. Perform financial data analysis Review client memos, assist with development of presentation materials and proposals for new and existing clients Shadow full-time employees as they interact with potential and existing clients Assist Public Finance bankers and disclosure departments Other duties as assigned Qualifications High school diploma, GED, or equivalent. Rising Senior pursuing finance or related field is preferred Some experience (0 - 1 year) is preferred but not required Strong interest in public finance investment banking Computer hardware, operating system (Windows or Mac), and software/application (MS Office, Internet Explorer, Outlook etc.) skills. Excellent verbal, written, and communication skills Proven self-starter who can initiate tasks and follow up to completion Exceptional time management and organizational skills Desire to learn about career opportunities in the financial services industry Candidate MUST have authorization to work for any employer in the US without requiring sponsorship, whether in student status or not The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Free food & snacks Health insurance Paid time off Training & development Vision insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Yan Yan Tung - 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. Assist customers with life insurance needs review. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 65 and 63 licenses preferred.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. We combine modern technology, AI-assisted systems, and real human connection to change how families protect their futures. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You're building your own book of business with the support, training, and infrastructure of a proven organization. We specialize in life insurance, mortgage protection, final expense, and retirement solutions, helping middle-America families create generational wealth. What you'll do - Call and connect with warm leads who have requested information. - Conduct virtual or in-person appointments to understand clients' goals. - Present tailored insurance and financial protection solutions. - Submit applications, follow up with carriers, and serve clients long-term. What we provide - Remote, flexible schedule (full-time or part-time). - Commission-only structure with uncapped earning potential. - World-class training, mentorship, and personal development culture. - Clear path to build and grow your own agency if desired. Who this is for - Self-motivated, coachable individuals with strong integrity. - People who want more time, freedom, and income than a traditional W-2 job. - Those who are serious about personal growth and breaking generational poverty. Compensation is 100% commission with scalable income based on activity, skill, and leadership development.

Job Details Belton Branch - Belton, TX Full Time BankingDescription Texell, named one of the BEST credit unions to work for in the NATION by the Credit Union Journal, is seeking a Financial Service Specialist! Pay is an hourly base PLUS uncapped monthly commissions. Do you have a strong sales background and a desire to exceed monthly targets? Then this might be the role for you! We are looking for someone who loves helping others achieve their financial goals and has a natural ability to refer products and services that best fit member's needs. Texell has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, the Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the readers of the Killeen Daily Herald and the Belton Journal and consistently earns the highest five-star, superior rating for financial soundness from Bauer Financial. We're looking for someone who: Is experienced in sales! We are seeking someone who is highly motivated and goal oriented who has a desire to meet and exceed monthly sales goals! Has previous banking or credit union experience (highly preferred). Can work lobby hours with rotating Saturdays. Has been in their previous positions for 2+ years - job loyalty is important to us! Thrives in a fast-paced environment, sometimes stressful, environment. Possesses strong communication and listening skills, is assertive, and loves helping others. Has a knack for speaking over the phone (you'll be calling members on leads lists when not assisting members in the lobby). As a Financial Service Specialist, you will: Open new share accounts such as savings, checking, Certificate of Deposit, and IRA's. Assist with processing wires, card disputes, and notarizing documents. Educate members on Credit Union products and services that will benefit them financially to help them achieve their goals. Originate both secured and unsecured loans including auto, credit card, and personal loans. Successfully cross-sell additional credit union products and services to members that best suit their financial needs. Call assigned leads lists to solicit new business and lending needs. Assist members with inquiries and resolve account discrepancies as well as proactively identify problems and escalate to supervisors and management. Be proficient with Microsoft 365 products such as Outlook, Teams, and Excel. Give our members the WOW! service they deserve! We want you to know that Texell: Values its' employees, members, and communities they serve. Recognizes and rewards hard work via quarterly events such as the Annual Awards Banquet, Employee Family Day, and much more! Proudly participates in Corporate Challenge hosted each Fall with the City of Temple. Is passionate about helping those in need and volunteers for several events each month. Offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, tuition reimbursement, and paid vacation and sick time.

At MCI we are committed to fostering an environment where professionals can build meaningful careers, access continuous learning and development opportunities and contribute to the success of a globally expanding, industry-leading organization. We are currently seeking experienced Bilingual Financial Service Representatives to support both inbound and outbound service initiatives for our Financial Services clients. This role is ideal for professionals who are passionate about delivering exceptional service and are committed to supporting our members, employees, and communities with excellence. As a Financial Services Representative, you will engage directly with banking customers providing product and account information, resolving inquiries, and guiding them through banking processes. We're looking for individuals with strong communication skills, a willingness to learn, and a dependable work ethic. To be considered for this role, you must complete a full application on our company careers page, including all screening questions and a brief pre-employment test. -------------- POSITION RESPONSIBILITIES Key Responsibilities Respond to customer inquiries via phone, email, and live chat in a professional and timely manner Understand customer needs and provide accurate solutions Escalate complex issues to appropriate teams when necessary Ensure first-call resolution through effective problem-solving Follow client-specific procedures and maintain professionalism at all times Use internal knowledge bases and training materials to answer questions accurately Maintain detailed and accurate CRM records of customer interactions Handle financial inquiries with strict adherence to confidentiality protocols Comply with all scripts, policies, and procedures Meet attendance and training requirements consistently CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT FOR THIS POSITION? All positive, and driven applicants are encouraged to apply. The Ideal candidates for this position are highly motivated and dedicated and should possess the below qualities: Qualifications Minimum age: 18 years High School Diploma or equivalent At least 3 years of experience in a call center environment Minimum 1 year in a customer service role Ability to multitask across multiple systems while engaging with customers Typing speed: 30-45 WPM Fluent in English (spoken and written) Proficiency with Windows PC applications and ability to learn new systems Basic knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint) Strong organizational and communication skills Customer-focused mindset: empathetic, patient, and responsive Reliable attendance and punctuality Strong problem-solving and decision-making abilities Ability to thrive in a fast-paced, dynamic environment Excellent interpersonal skills and team collaboration Preferred Qualifications Associate's degree or higher Experience in banking or financial services Proven data-entry and professional writing skills Bilingual in Spanish COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members. What You Can Expect from MCI: We understand the importance of balance and support, which is why we offer a variety of benefits and incentives that go beyond a paycheck. Our team members enjoy: Paid Time Off: Earn PTO and paid holidays to take the time you need. Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations and sometimes even cars! Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location. Retirement Savings: Secure your future with retirement savings programs, where available. Disability Insurance: Short-term disability coverage is available to help protect you during unexpected challenges. Life Insurance: Access life insurance options to safeguard your loved ones. Supplemental Insurance: Accident and critical illness insurance Career Growth: With a focus on internal promotions, employees enjoy significant advancement opportunities. Paid Training: Learn new skills while earning a paycheck. Fun, Engaging Work Environment: Enjoy a team-oriented culture that fosters collaboration and engagement. Casual Dress Code: Be comfortable while you work. Compensation & Benefits that Fit Your Life MCI takes pride in tailoring our offerings to fit the needs of our diverse team across subsidiaries and locations. While specific benefits and incentives may vary by geography, the core of our commitment remains the same: rewarding effort, providing growth opportunities, and creating an environment where every employee feels valued. If you're ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today! PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. CONDITIONS OF EMPLOYMENT All MCI Locations Must be authorized to work in the country where the job is based. Subject to the program and location of the position Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results. Must be willing to submit to drug screening. Job offers are contingent on drug screening results. REASONABLE ACCOMMODATION Consistent with the Americans with Disabilities Act (ADA), it is the policy of MCI and its affiliates to provide reasonable accommodations when requested by a qualified applicant or employee with a disability unless such accommodations would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodations are needed, please contact Human Resources. EQUAL OPPORTUNITY EMPLOYER At MCI and its subsidiaries, we embrace differences and believe diversity benefits our employees, company, customers, and community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, where employees are treated with dignity and respect. All employees are responsible for fulfilling MCI's commitment to a diverse and equal-opportunity work environment. MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider qualified applicants with criminal histories for employment in a manner consistent with local and federal requirements. MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, MCI's policy is to provide reasonable accommodation to qualified employees with protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works. ABOUT MCI (PARENT COMPANY) MCI helps customers take on their CX and DX challenges differently, creating industry-leading solutions that deliver exceptional experiences and drive optimal performance. MCI assists companies with business process outsourcing, staff augmentation, contact center customer services, and IT Services needs by providing general and specialized hosting, software, staff, and services. In 2019, Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa's Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI's subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times, respectively. MCI has ten business process outsourcing service delivery facilities in Georgia, Florida, Texas, New Mexico, California, Kansas, Nova Scotia, South Africa, and the Philippines. Driving modernization through digitalization, MCI ensures clients do more for less. MCI is the holding company for a diverse lineup of tech-enabled business services operating companies. MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum. ................ The purpose of the above is to provide potential candidates with a general overview of the role. It's not an all-inclusive list of the duties, responsibilities, skills, and qualifications required for the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based on your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not an employment contract, and either you or the employer may terminate employment at any time for any reason.

Job DescriptionBenefits: Paid time off Training & development Bonus based on performance Competitive salary Flexible schedule Health insurance Signing bonus ABOUT OUR AGENCY: For over 25 years, I have proudly served our community as a dedicated State Farm agent, building more than just an insurance agency Ive built a trusted relationship with countless families and businesses. My journey with State Farm began with a passion for helping people protect what matters most, and that passion continues to drive everything we do today. At Alan Cox State Farm, we believe that insurance is more than just policies and numbersits about peace of mind, security, and being there when our clients need us most. Our team operates like a family, where every members contribution is valued and where professional growth is nurtured. Were looking for motivated, compassionate individuals who want to make a real difference. Whether youre just starting your career or looking to take it to the next level, we provide the training, support, and opportunities you need to succeed. Join us, and be part of a legacy thats grounded in integrity, community, and unparalleled service. Together, we can help protect dreams and build brighter futures. .

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

About the Job As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues. About UFCU Our credit union was chartered in 1936 and has grown to serve over 384,816 members. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to serving our Members, empowering their financial success, and building financially healthy communities. Our aspiration is to be loved by millions of members and built to thrive for generations. Our employees are not only part of our team but also Members themselves. They are innovative, agile, and Member-obsessed leaders who strive to be the best and always do the right thing. We offer a competitive compensation and benefits package to support our employees and their loved ones, reflecting the fact that our people are at the center of everything we do. UFCU fosters a collaborative, diverse, and inclusive environment that fosters innovation, performance excellence, and career growth. If you're looking for a challenging, purpose-driven career that makes a difference in our communities, UFCU is the place for U. Join us and work with purpose. Essential Functions of the Job Member Relationships Open savings, checking and deposit accounts as well as Certificate of Deposits Educate members on Credit Reviews and Needs Assessments Accept and input consumer and business loans Communicate UFCU's Mission, Vision, and Values Account Services Refer fraud claims to experts Provide online and mobile support Increase Automated Teller Machine limits Release check holds Provide notary services Conduct Signature Guarantees Complete wire transfers Validate vehicle values Manage account restrictions and pop-up concerns, and add travel notes on member accounts Partner with Collections for members who are past due Problem solve and facilitate connecting members with internal business partners Conduct Transactions Process service requests and financial transactions Process stop payments via check, ACH and/or Cashier's Checks Process ATM and Point-of-Service transaction disputes Set-up and grant access to safe deposit box Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters Compliance Performs other duties as assigned. Adhere to all company policies, procedures and business ethics codes. Complete required regulatory training as assigned. Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Business Development Make external business partner referrals Host tables at and attend community events Knowledge, Skills and Abilities Ability to effectively build relationships, establish rapport, and diplomatically communicate information Effective active listening skills Excellent verbal, interpersonal, and written communication skills Ability to be adaptable and work in a fast-paced environment Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues Strong attention to detail Strong organizational and time management skills Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude High proficiency in Microsoft Office Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification Core Competencies Demonstrating Member Obsession Demonstrating Performance Excellence Demonstrating Innovation Required Qualifications High School Diploma or GED English/Spanish bilingual Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment Minimum of two (2) years of customer service experience Minimum of one (1) year working in a team environment Advanced knowledge of current local, state, and federal regulations Preferred Qualifications Bachelor's Degree Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Investment license Consumer lending experience General knowledge of applicable financial industry regulations Military experience Hours Monday through Friday from 9am to 6pm, and on Saturday from 9am to 2pm. About This Career Opportunity We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team! INDUFCU

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #healthcare #customerservice #financialcounseling #banking #insurance #rcm #LI-TJ2022

Job Details Killeen Branch - Killeen, TX Full Time BankingDescription Texell, named one of the BEST credit unions to work for in the NATION by the Credit Union Journal, is seeking a Financial Service Specialist! Pay is an hourly base PLUS uncapped monthly commissions. Do you have a strong sales background and a desire to exceed monthly targets? Then this might be the role for you! We are looking for someone who loves helping others achieve their financial goals and has a natural ability to refer products and services that best fit member's needs. Texell has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, the Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the readers of the Killeen Daily Herald and the Belton Journal and consistently earns the highest five-star, superior rating for financial soundness from Bauer Financial. We're looking for someone who: Is experienced in sales! We are seeking someone who is highly motivated and goal oriented who has a desire to meet and exceed monthly sales goals! Has previous banking or credit union experience (highly preferred). Can work lobby hours with rotating Saturdays. Has been in their previous positions for 2+ years - job loyalty is important to us! Thrives in a fast-paced environment, sometimes stressful, environment. Possesses strong communication and listening skills, is assertive, and loves helping others. Has a knack for speaking over the phone (you'll be calling members on leads lists when not assisting members in the lobby). As a Financial Service Specialist, you will: Open new share accounts such as savings, checking, Certificate of Deposit, and IRA's. Assist with processing wires, card disputes, and notarizing documents. Educate members on Credit Union products and services that will benefit them financially to help them achieve their goals. Originate both secured and unsecured loans including auto, credit card, and personal loans. Successfully cross-sell additional credit union products and services to members that best suit their financial needs. Call assigned leads lists to solicit new business and lending needs. Assist members with inquiries and resolve account discrepancies as well as proactively identify problems and escalate to supervisors and management. Be proficient with Microsoft 365 products such as Outlook, Teams, and Excel. Give our members the WOW! service they deserve! We want you to know that Texell: Values its' employees, members, and communities they serve. Recognizes and rewards hard work via quarterly events such as the Annual Awards Banquet, Employee Family Day, and much more! Proudly participates in Corporate Challenge hosted each Fall with the City of Temple. Is passionate about helping those in need and volunteers for several events each month. Offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, tuition reimbursement, and paid vacation and sick time.