Finance representative jobs in Dallas, TX - 594 jobs
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Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Finance representative job in Dallas, TX
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
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$58k-118k yearly est. 4d ago
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Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance representative job in Dallas, TX
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 ***************************
$80k-143k yearly est. Easy Apply 60d+ ago
Gold & Bullion Trader
Heritage Capital Corporation
Finance representative job in Dallas, TX
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
$66k-113k yearly est. 7d ago
Student Finance Representative
Stratatech Education Group 4.0
Finance representative job in Dallas, TX
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
$32k-44k yearly est. 60d+ ago
Financial Service Representative II
Third Coast Bank 4.1
Finance representative job in Dallas, TX
Job Description
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.
The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
Essential Functions:
New Accounts
Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
Responsible for maintaining current knowledge of bank products and services offered.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
Update customer files, signature cards, resolutions, etc. for bank records.
Screen personal account holders via ChexSystems.
Screen commercial accounts via FIS eAccess/ChexSystems online
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross-sell bank products and services to new and existing bank customers.
Open, close and service certificate of deposits for personal and commercial customers
Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
Establish and update new account files.
Maintain daily rate sheet.
Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
Maintain and operate a teller cash drawer.
Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
Process loan payments.
Issue Cashier's checks and money orders.
Keep records of money and negotiable instruments as required per banking regulations.
Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
Answer general account questions for bank customers.
Cross-sell bank products and services.
Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
Balance cash drawer at the close of the business day.
File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
Open and close safe deposit boxes via FIS.
Establish and update safe deposit box account files.
Prepare new and updated safe deposit box contracts.
Allow access to Safe Deposit Box Vault to customers.
Complete entry tickets for customers accessing box and enter the data into FIS.
Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
*******************************************************
$29k-38k yearly est. 2d ago
Student Finance Representative
Tulsa Welding School 3.8
Finance representative job in Dallas, TX
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
$32k-37k yearly est. 60d+ ago
Financial Services Representative
NYL-DFW
Finance representative job in Frisco, TX
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.
$75k-90k yearly 20d ago
SWS - Financial Services Firm
TWM Executive Search
Finance representative job in Dallas, TX
Senior Wealth Strategist opportunity in Texas to join established Wealth Planning Team at top-tier financial services firm.
Serve as subject matter expert for Financial Advisors and their HNW/UHNW clients on complex estate, gift and charitable planning
Provide consultation on business succession planning, multi-generational planning, and concentrated equity positions
Maintain extensive client contact through personal meetings alongside Financial Advisors and collaboration with clients' external legal and tax advisors
Play a key role in integrating wealth planning as a core part of the client relationship
JD required with 7+ years' wealth planning experience
Opportunity available in Dallas or Houston
$30k-43k yearly est. 28d ago
Financial Services Representative State Farm Agent Team Member
Rick Smith-State Farm Agent
Finance representative job in Cedar Hill, TX
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
$30k-44k yearly est. 4d ago
Financial Services Representative State Farm Agent Team Member
Ray Givens-State Farm Agent
Finance representative job in Arlington, TX
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Ray Givens - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary of 40K plus commission/bonus
Paid time off (vacation and personal/sick days)
Group Health Plan with Vision & Dental
Growth potential/Opportunity for advancement within my office
$30k-43k yearly est. 24d ago
Financial Services Representative - State Farm Agent Team Member
Ron Mathai-State Farm Agent
Finance representative job in Irving, TX
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.
$30k-43k yearly est. 29d ago
Financial Services Representative State Farm Agent Team Member
Travis Barton-State Farm Agent
Finance representative job in Rowlett, TX
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Travis Barton - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses.
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
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Profit sharing
Growth potential/Opportunity for advancement within my office
Hiring bonus
$30k-43k yearly est. 9d ago
Financial Services Representative - Bedford
Fort Worth Community Credit Union 4.2
Finance representative job in Bedford, TX
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.
$29k-34k yearly est. 9d ago
Financial Services Representative (Bilingual)
Worldacceptance
Finance representative job in McKinney, TX
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $17
Bilingual Required (Spanish)
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-17 hourly Auto-Apply 13d ago
Financial Services Representative - State Farm Agent Team Member
Steven Barber-State Farm Agent
Finance representative job in Fort Worth, TX
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.
$30k-43k yearly est. 18d ago
Gold & Bullion Trader
Heritage Capital Corporation
Finance representative job in Dallas, TX
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
$66k-113k yearly est. 60d+ ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Finance representative job in Dallas, TX
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.
$110k-200k yearly Auto-Apply 46d ago
Financial Service Representative II
Third Coast Bank 4.1
Finance representative job in Dallas, TX
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.
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$29k-38k yearly est. 60d+ ago
Financial Services Representative - Member Info Center
Fort Worth Community Credit Union 4.2
Finance representative job in Bedford, TX
Work Hours: Monday-Friday 9:20 am-6:05 pm and two Saturdays per month 8:30 am-12:30 pm. Summary: The FSR position performs member services and support via the telephone. Main responsibilities include opening accounts, establishing IRAs, issuing debit cards, handling member inquiries, wires, and transfers, assisting with home banking and bill pay issues, and cross-selling the credit union's products and services.
Requirements: Candidate must have a minimum of 1 year recent financial institution experience. Previous credit union experience with XP2 and/or Meridian Link is desirable. Must be able to sit at a workstation and be comfortable talking on the telephone for extended periods of time. Outstanding customer service skills are essential for this position, including the ability to communicate effectively with tact and professionalism. Additional requirements include knowledge of basic office functions: IT skills (maneuvering around Windows, browser-based applications, email), strong time management, organizational skills, and attention to detail. Bilingual skills (English/Spanish) preferred.
Benefits: Full benefits package including medical, dental and vision coverage; paid vacation, sick time and holidays; 401(k) Program, EAP and business casual dress. Upon successful completion of the required training program and probationary period, it is possible that this can a hybrid work arrangement (meaning three days per week in the office and two days per week remote).
$29k-34k yearly est. 5d ago
Financial Service Representative II
Third Coast Bank 4.1
Finance representative job in Plano, TX
Job Description
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.
The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
Essential Functions:
New Accounts
Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
Responsible for maintaining current knowledge of bank products and services offered.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
Update customer files, signature cards, resolutions, etc. for bank records.
Screen personal account holders via ChexSystems.
Screen commercial accounts via FIS eAccess/ChexSystems online
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross-sell bank products and services to new and existing bank customers.
Open, close and service certificate of deposits for personal and commercial customers
Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
Establish and update new account files.
Maintain daily rate sheet.
Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
Maintain and operate a teller cash drawer.
Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
Process loan payments.
Issue Cashier's checks and money orders.
Keep records of money and negotiable instruments as required per banking regulations.
Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
Answer general account questions for bank customers.
Cross-sell bank products and services.
Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
Balance cash drawer at the close of the business day.
File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
Open and close safe deposit boxes via FIS.
Establish and update safe deposit box account files.
Prepare new and updated safe deposit box contracts.
Allow access to Safe Deposit Box Vault to customers.
Complete entry tickets for customers accessing box and enter the data into FIS.
Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
How much does a finance representative earn in Dallas, TX?
The average finance representative in Dallas, TX earns between $24,000 and $64,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Dallas, TX
$39,000
What are the biggest employers of Finance Representatives in Dallas, TX?
The biggest employers of Finance Representatives in Dallas, TX are: