Finance service representative jobs in Allen, TX - 1,966 jobs
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Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Finance service 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. 1d ago
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Customer Service Representative
Tata Consultancy Services 4.3
Finance service representative job in Plano, TX
The CSAT Agent safeguards customer satisfaction during circuit discontinuance and migration activities across designated wire centers. You will proactively communicate, capture feedback, resolve issues, and drive CSAT improvements throughout the transition, partnering closely with Engagement Managers, Fulfillment Executors, and Data Analysts. The objective is to ensure continuity of service, transparent communication, and optimal customer satisfaction during migrations and disconnections.
CSAT measurement & improvement:
Run structured CSAT touchpoints (surveys, callbacks), log qualitative comments, and convert feedback into improvement actions.
Collaborate with Data Analysts to segment dissatisfaction drivers and publish weekly insight summaries to pod leadership.
Stakeholder collaboration
Work hand‑in‑hand with Engagement Managers and client sales teams to align messaging and resolve customer concerns quickly.
Maintain accurate case notes and status in program trackers/dashboards; contribute to governance and reporting cadences.
Compliance & documentation
Adhere to AT&T standards for data accuracy, privacy, and communication records; ensure inventory disposition is reflected in the systems of record.
Outcomes & KPIs (program‑aligned)
Customer Satisfaction (CSAT): Achieve/maintain target CSAT for migration interactions; reduce escalations week‑over‑week across pods. (Program emphasis on “optimal customer satisfaction.”)
First‑Contact Resolution (FCR): Resolve defined classes of issues without handoff; hit FCR targets agreed in pod runbooks.
Communication Quality: 100% adherence to approved outreach scripts and compliance requirements; zero privacy incidents.
Data Hygiene: 100% accurate case logging and disposition updates in trackers/dashboards.
Qualifications:
2-4 years in customer success, enterprise care, or telecom migration projects with measurable CSAT outcomes.
Excellent verbal/written communication; ability to simplify complex migration steps for enterprise stakeholders.
Experience with ticketing/CRM tools and structured survey/feedback collection.
Salary Range: $40,000 - $55,000 per year
$40k-55k yearly 4d ago
Customer Service Representative - State Farm Agent Team Member
Adrian Valdez-State Farm Agent
Finance service representative job in Rockwall, TX
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financialservice products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Hiring Bonus up to $
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$26k-34k yearly est. 1d ago
Customer Service Representative
Catapult Solutions Group
Finance service representative job in Grapevine, TX
**Spanish is a Requirement**
Compensation: $55k-$65k Plus Bonus (Up to $1000/Month)
The Customer ServiceRepresentative (CSR) serves as the primary liaison between Us and the client, providing exceptional service throughout the post-sales process. This role is responsible for managing customer inquiries, ensuring order accuracy, coordinating with internal departments, and enhancing the overall customer experience. The CSR is a solutions-oriented communicator who ensures client satisfaction while supporting operational efficiency.
Core Competencies
Customer-Centric Mindset
Analytical Problem-Solving
Attention to Detail and Accuracy
Composure and Patience
Exceptional Communication Skills
Adaptability and Flexibility
Professionalism and Positive Demeanor
Dependability and Accountability
Multitasking and Organizational Efficiency
Essential Duties And Responsibilities
Customer Service and Communication
Answer the phone with a positive, energetic voice; listen attentively to the customer.
Answer all emails in a timely and professional manner.
Contact customers via phone or email with follow-up information.
Provide customers with order confirmation and shipping information.
Assist customers in problem resolution and escalate to the Customer Service Manager when needed.
Resist telling a customer “no” until all resources have been exhausted.
Always offer a solution if the exact material requested is unavailable.
Work directly with the Customer Service Manager on any difficult situations.
Order Management and Processing
Receive and process customer orders via phone, email, online portal, ensuring timeliness and accuracy.
Monitor open orders and proactively manage any delays or updates.
Obtain necessary information from customers to ensure prompt and efficient order processing.
Provide accurate pricing and inventory information.
Sales and Technical Support
Provide support to the sales team with any administrative or customer-related needs.
Deliver basic technical assistance to customers; escalate complex inquiries to the Sales or Technical team.
Maintain a solid grasp of the products and services offered to effectively assist customers and the sales team.
Documentation and System Management
Keep up-to-date customer notes and records in the NetSuite system.
Maintain good communication with the warehouse to ensure accurate order fulfillment and status updates.
Administrative and Organizational Duties
Maintain accurate and complete documentation of customer interactions in NetSuite.
Assist with invoicing support and shipping documents as needed.
Support warehouse and fulfillment activities with clear communication and paperwork.
Proactively identify potential issues in order flow and escalate accordantly.
Routine Duties And Responsibilities
Ensure customer complaints are addressed and resolved in a timely manner
Prepare order entry and ensure data is accurate
Maintain clear communication with your team; it is essential
Have a solid grasp of our products and services we offer
Ensure that management personnel are kept informed of all pertinent customer issues
Other duties as assigned and directed
Supervisory Responsibilities
This position has no supervisory responsibilities.
Supervision Received
This position reports to the Customer Service Manager.
People Contact
Ability to work with other employees, customers and vendors.
Qualifications
Demonstrated proficiency with Microsoft Office Suite and CRM System (NetSuite)
Capable of operating standard office equipment
Highly organized and detail-oriented, with the ability to prioritize tasks and manage multiple responsibilities effectively.
Able to perform work with a high degree of precision
Comfortable working in a fast-paced setting with frequent interruptions while maintaining focus and productivity.
Possesses excellent telephone etiquette and customer service skills, with the ability to remain calm and professional when interacting with difficult or upset customers.
Education And/Or Experience
Required: High School Diploma, Associates Degree or higher preferred but not required. 1-2 years of customer service and data entry experience.
Preferred experience: 5 years' experience working in an office environment with business-to-business customer service duties.
Certificates, Licenses, Registrations
Required: Valid Driver's License
Language Skills
Must be able to communicate effectively both in writing and verbally in English and Spanish to interact with clients and other employees.
Ability to write and read reports.
Mathematical Skills
Must be able to formulate and comprehend business math calculations. Excellent basic arithmetic skills
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
Physical Demands
The physical requirements consist of walking, turning the head and torso, stooping, kneeling, reaching, grasping, bending, and flexing the arms, legs, wrists, hands, and fingers. The senses of being able to see, hear, and have full power of speech are required.
Work Environment
This position will be working primarily indoors. Exposure to warehouse environment such as noise, dust, odors and fumes, chemicals and adhesives.
May be required to go outside for the purpose of viewing product with a customer, which may be hot, cold, wet, and dirty.
The noise level in the work environment is usually moderate.
$55k-65k yearly 1d ago
Customer Service Rep
Beacon Hill 3.9
Finance service representative job in Mansfield, TX
Pay: $17-$18 per hour Schedule: Monday-Friday, 8:00 AM - 5:00 PM (1-hour lunch)
Temp-HIRE
We are seeking a reliable and customer-focused Customer ServiceRepresentative (CSR) to join our team. This role involves assisting customers with rental car pick-up and drop-off, performing vehicle inspections, and ensuring a smooth and positive experience.
Key Responsibilities
Greet and assist customers during vehicle pick-up and drop-off.
Complete paperwork and checklists following vehicle inspections.
Perform light cleaning of vehicles when necessary.
Work primarily outdoors with some duties inside the warehouse.
Qualifications
Strong customer service and communication skills.
Ability to work in outdoor conditions.
Detail-oriented and organized.
Previous experience in customer service or automotive industry is a plus.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
$17-18 hourly 4d ago
Technical Customer Service Representative
Cornerstone Technology Talent Services 3.2
Finance service representative job in Irving, TX
Type: Contract to Hire
We are seeking a Technical Customer ServiceRepresentative to support proprietary technology platforms and deliver an exceptional, white-glove customer experience. This role blends technical troubleshooting, customer support, and detailed review of home inspection data. You will help guide users through setup, connectivity, and product usage while ensuring accuracy and professionalism across every interaction.
Responsibilities
Conduct digital quality assurance on self-guided home inspections: review photos, validate details, and identify issues.
Guide customers through virtual or phone-based home inspections step-by-step.
Assist users with installation, setup, WiFi connection, app usage, and sensor connectivity.
Troubleshoot issues such as device pairing, alerts, and connectivity problems.
Document calls, resolutions, and inspection findings to support process and product improvements.
Make proactive outreach calls to improve product adoption and customer satisfaction.
Maintain clear, professional communication via phone, email, and text.
What We're Looking For
High School Diploma or GED required; bachelor's degree preferred.
1+ year of experience in technical support, help desk, call center, or field service.
Experience troubleshooting mobile devices, WiFi connectivity, or IoT/smart-home systems.
Strong communication skills and problem-solving ability.
High attention to detail and ability to thrive in a fast-paced environment.
Customer-first mindset, proactive attitude, and willingness to learn.
Ability to work onsite with flexibility across different shifts.
Why This Role Is Great
Collaborative, dynamic environment.
Opportunities for professional growth, including training and advancement into tech support, product specialist, or leadership roles.
Direct exposure to innovative technology and hands-on product improvement.
$29k-36k yearly est. 4d ago
Customer Service Representative
Joon Loloi
Finance service representative job in Dallas, TX
About Us:
Born from Loloi Rugs - an industry leader that has been trusted by thousands of the world's top designers and retail stores - Joon Loloi is an e-commerce retail destination delivering an insider's perspective on home furnishings. Our online selection of furniture, rugs, lighting, and décor is a combination of exclusive in-house design, signature trademarks, and expertly curated pieces for every room and everyone.
Security Advisory: Beware of Frauds
Protect yourself from potential fraud and verify the authenticity of any job offer you receive from Loloi. Rest assured that we never request payment or demand any sensitive personal information, such as bank details or social security numbers, at any stage of the recruiting process. To ensure genuine communication, our recruiters will solely reach out to applicants using an
@loloirugs.com
email address. Your security is of paramount importance to us at Loloi, and we are committed to maintaining a safe and trustworthy hiring experience for all candidates.
Joon Loloi is looking for a talented Customer ServiceRepresentative. Here at Loloi we craft products to create beautify spaces and we are seeking to develop a unique customer experience that embodies eCommerce, inspiration, value add services, design tools, and community for design enthusiasts and trade professionals alike. Our Customer ServiceRepresentative will most often be the first point of contact for our customers, handling inbound and outbound calls with professionalism, courtesy, and efficiency. The primary responsibility will be to provide exceptional customer service and support, resolving inquiries, and ensuring overall customer satisfaction. This position requires excellent communication skills, a positive attitude, and the ability to multitask in a fast-paced environment.
As an integral part of the Joon Loloi Customer Experience Team, this role will work closely with Training, Branding, and Merchandising to ensure they have a deep understanding of the product, the brand and provide exceptional service through every customer contact.
This position is based on-site Monday-Friday at our Dallas, TX headquarters.
Responsibilities
Handle Inbound Calls: Receive incoming calls from customers, addressing their queries, concerns, and requests promptly and accurately. Offer personalized solutions to meet their specific needs
Outbound Calls: Make outbound calls to follow up on customer inquiries, conduct surveys, confirm appointments, or inform customers about new products and services
Customer Support: Provide excellent customer support via phone, email, or chat. Assist customers with troubleshooting issues, navigating through products/services, and resolving complaints to ensure a positive experience
Product Knowledge: Acquire in-depth knowledge of the company's products, services, and processes to effectively assist customers and address their inquiries
Data Entry: Accurately document customer interactions, inquiries, and feedback in the company's database or CRM system. Maintain detailed records for future reference and follow-up
Problem Resolution: Proactively identify and resolve customer issues, ensuring their concerns are addressed in a timely and satisfactory manner
Upselling and Cross-Selling: Identify opportunities for upselling or cross-selling products and services to customers, enhancing their overall experience and contributing to revenue growth
Team Collaboration: Work collaboratively with other team members and departments to ensure smooth operations, escalate complex issues when necessary, and participate in ongoing training and skill development
Adherence to Policies: Comply with company guidelines, call center protocols, and established processes to maintain high-quality service delivery and uphold the organization's reputation
Performance Metrics: Achieve individual and team performance goals, including call handling metrics, customer satisfaction scores, and sales targets, as applicable
Experience, Skills, & Ability Requirements
High school diploma or equivalent; additional education or certifications are a plus
Previous experience in a call center or customer service role is preferred but not mandatory
Previous experience in design or keen interest in interior design
Excellent communication skills, both verbal and written, with a strong command of the English language
Active listening skills and the ability to empathize with customers' needs and concerns
Strong problem-solving skills and the capacity to think quickly on your feet
Basic computer proficiency and familiarity with CRM software and call center systems
Patience, resilience, and a positive attitude even during challenging interactions
Ability to multitask and manage time effectively in a fast-paced environment
Willingness to work flexible hours, including evenings, weekends, and holidays, if required
Highly organized and skilled at time management
Possess personal qualities of integrity, credibility, and commitment to corporate mission
What We Offer
Comprehensive health, dental, and vision benefits
401(k) with employer match
Paid parental leave
A culture that fosters ongoing growth opportunities
A stable, growing family-owned company that looks after its employees
Loloi Rugs/Joon Loloi does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. We seek a diverse pool of applicants and consider all qualified candidates regardless of race, ancestry, color, gender identity or expression, sexual orientation, religion, national origin, citizenship, disability, Veteran status, marital status, or any other protected status. If you have a special need or disability that requires accommodation, please let us know.
$26k-34k yearly est. 4d ago
Customer Service Representative - Insurance
AAA-The Automobile Club 4.5
Finance service representative job in Coppell, TX
Customer ServiceRepresentative - Insurance. AAA Auto Club Enterprises is hiring full-time, motivated Customer ServiceRepresentatives to join our industry-leading Insurance Call Center team. If you're passionate about helping others and thrive in a Customer ServiceRepresentative, Customer Service, Insurance, Representative, Retail, Training
$25k-31k yearly est. 1d ago
Customer Service Representative - State Farm Agent Team Member
Amado Flores-State Farm Agent
Finance service representative job in Fort Worth, TX
Benefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Amado Flores - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$26k-34k yearly est. 1d ago
Customer Service Representative
Insight Global
Finance service representative job in Lewisville, TX
Insight Global is looking for a Remarketing Analyst to join one of their clients in Lewisville, TX. Reporting to the Remarketing manager, the Remarketing Analyst is a key point of contact at primary auction facilities. Duties include processing and the sale of auction vehicles in compliance with the internal Auction Sale Agreement and Comprehensive Auction Agreement. This position involves independent judgment and decision-making initiative.
Major Duties and Responsibilities include monitoring inspection guidelines are being followed by the various 3rd Party Inspection Vendors, reviewing 3rd Party Inspection Vendors monthly invoices for accuracy and provide recommendations for payment outside the established agreement, generating and analyzing performance metrics for 3rd Party Inspection Companies, and managing 3rd party Inspection Companies vendor relationships to maximize accurate and timely inspection.
REQUIRED SKILLS
3-5 years of experience in financialservices, sales, remarketing, or auction experience
Excellent customer service skills.
Ability to manage queue effectively.
Strong communication skills.
Ability to handle multiple tasks and adapt to changing priorities, customer disputes, and escalations
Previous experience in a high volume and team-oriented environment
Experience in a customer-facing role.
$26k-34k yearly est. 1d ago
Financial Associate (Part-Time, 30 Hours/Week)
American National Bank of Texas 3.7
Finance service representative job in Rockwall, TX
The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative, personal & professional growth along with having or developing a strong "sales" mentality. They must also enjoy handling customers' initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry.
Responsibilities include:
Opening deposit accounts and ancillary deposit services
Processing paying and receiving transactions
Balancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trail
Uncovering customer expansion opportunities and referring customers to proper bank associates
Performs account maintenance and related activities
Adheres to established internal controls on regulatory requirements ensuring compliance
Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved
Qualifications:
High School diploma or GED
Minimum of two years of retail/sales or banking experience required
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred
Skills:
Demonstrated experience with Microsoft Office Suite
Excellent interpersonal, communication skills, and written communication
Solid organizational skills and attention to detail
Ability to work in a fast-paced, team-oriented environment
Demonstrated ability to maintain confidentiality
Lifting in an office setting may be required up to 30 lbs.
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$60k-92k yearly est. 2d ago
Entry-Level Sales Representative
Biogenic Solutions
Finance service representative job in Addison, TX
Job Opportunity: Entry-Level Sales Representative
Company: Biogenic Solutions Medical Waste, OSHA Compliance & Document Shredding - biogenic.us
Compensation: $50,000 - $60,000 first year, with potential for over $60,000 second year and beyond
Position Type: Full-time
Compensation: Base Salary, Commission, Gas & Cell Phone Allowance
Who We Are: Biogenic Solutions is a fast-growing medical waste removal company based here in Dallas,TX. We pride ourselves on our commitment to our clients, offering personalized and reliable services that larger companies can't match. If you want to be part of a team where your efforts are recognized and you are more than just a number, Biogenic Solutions is the place for you.
Who We're Looking For: We are seeking a driven and ambitious individual who is either fresh out of college or has 1-2 years of work experience. If you haven't quite found your career path yet but are eager to learn and grow, this is the perfect opportunity. We provide ongoing sales training and development to help you succeed.
What You'll Do:
Prospecting: Engage in both in-person and phone-based prospecting to identify potential clients.
Client Meetings: Conduct meetings with prospective clients to discuss their needs and how our services can help.
Account Activation: Successfully activate new accounts and ensure client satisfaction.
Sales Development: Participate in ongoing training and development to hone your sales skills.
Who Should Apply:
Individuals who are driven and money-motivated.
Those who cannot imagine sitting in a cubicle all day and thrive on face-to-face interactions.
Candidates looking for a career in sales, not just a job.
Ambitious individuals who see themselves managing their own teams and potentially running their own office in the future.
Who Should NOT Apply:
Those who are not committed to a career in sales.
Applicants with an MBA or extensive experience looking for a highly structured corporate environment.
Individuals who are not ready to jump in and start immediately.
Why Join Us:
Growth Opportunities: With our rapid growth, there is plenty of room for upward mobility.
Valued Team Member: You'll be part of a close-knit team where your contributions matter.
Comprehensive Training: We provide the tools and training you need to succeed in sales.
Immediate Start: We're looking to fill this position as soon as possible.
If you're ready to take your career to the next level and be part of a dynamic and growing company, we want to hear from you! Apply now and start your journey with Biogenic Solutions.
$50k-60k yearly 3d ago
Relationship Banker II
Cathay Bank-Headquarters 4.4
Finance service representative job in Plano, TX
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
ESSENTIAL FUNCTIONS
New Accounts
Perform all aspects of new account opening procedures for all bank products/services.
Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
Maintain confidentiality of customer information as well as Bank proprietary information.
Sales & Service
Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
Proactively support branch new business promotions.
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
Assist customers with problem resolution.
Assist in ATM balancing.
Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
QUALIFICATIONS
College degree in business, accounting or finance preferred, but not required
1-2 years of cash handling, customer service in a retail environment, or sales experience required. Banking experience is a plus.
Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred.
Motivated to consistently provide our customers with excellent service and help them achieve their financial goals.
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
Detail-oriented and organized - can multi-task, work well under pressure and follow through on commitments.
Excellent interpersonal, listening, and communication skills - can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships.
Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers
Ability to work independently and as part of team.
Ability to give and receive feedback to improve skills and job knowledge.
Able to work weekends and extended hours as required to meet business demands
Bilingual English/Chinese (Mandarin or Cantonese) preferred.
May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS).
Able and willing to commute as required for business needs.
OTHER DETAILS
$22.00 - $25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$22-25 hourly 2d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service 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
Branch Relationship Banker (Personal Banker) - Love Field / Dallas, TX
Banktalent HQ
Finance service representative job in Dallas, TX
At Amegy Bank, people and culture are at the heart of everything we do. "Everyone counts" isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank-Here, you grow.
We're seeking a highly motivated and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) at our Love Field Banking Center in Dallas, TX. In this role, you'll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance.
This role offers exciting opportunities for growth within the banking industry and plays a key role in creating exceptional customer experiences. If you're passionate about making a difference in your community, collaborating with a supportive team, and helping others reach their financial goals, we'd love to connect with you!
Key Responsibilities:
Provide full-service banking services to new and existing clients within the banking center, with a primary focus on sales and service.
Process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the banking center.
Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerns.
Execute the sales discovery process and manager client relationships.
Conduct assessments with clients to determine their financial needs and make appropriate recommendations.
Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed.
Execute inside/outside sales calls to prospects and established clients.
Establish, expand, and maintain strong client relationships by providing extensive, personalized service focused on specific needs of each banking customer.
Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss.
Perform all duties in compliance with laws, regulations, and bank policies and procedures.
Resolve client concerns through direct personal action or referral to alternative banking center or bank resources.
Adhere to bank's security policies while maintaining confidentiality of bank records and client information.
Meet with Branch Service Manager/Branch Manager daily to discuss progress in reaching individual and banking center goals.
Perform other duties as assigned.
Required Qualifications:
High school diploma or equivalent required.
At least 2 years of experience in customer service, retail banking, new accounts, financialservices sales, or other directly related experience.
Previous experience in a consultative relationship-based sales role with knowledge of consumer lending applications processes and procedures, is preferred.
Strong communication and interpersonal skills, with the ability to build rapport with clients.
Knowledge of banking products and services, including deposit accounts, loans, credit cards, and investment options.
Sales skills and experience, with the ability to identify sales opportunities, achieve sales targets and effectively cross-sell banking products and services to meet client needs.
Demonstrated problem-solving skills, with the ability to identify client needs, address inquiries, and resolve issues effectively.
Strong negotiation skills, with the ability to influence and persuade clients to consider appropriate banking solutions.
Attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment.
Proficiency in basic math and computer skills, including knowledge of banking software and systems.
Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act.
Work Schedule:
Monday-Friday, 8:30 AM - 5:15 PM
Saturday, 8:45 AM - 1:15 PM
This is a full-time position: 40 hours per week. Must be able to work a flexible schedule within the hours listed above, to include rotating Saturdays .
Employee Benefits:
At Amegy Bank, our mission is to create value for our customers, communities, employees, and shareholders. We recognize the vital role you play in our success as a team member. Our benefit plans are crafted to safeguard your health and well-being, as well as that of your family, while supporting your career growth.
Medical, Dental, and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
401(k) plan with company match and Profit Sharing.
Mental Health benefits including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees.
Employee Ambassador preferred banking products.
Competitive compensation in line with work experience.
Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.
$31k-40k yearly est. 2d ago
Member Service Representative (Part-Time) - Westworth Village
Navy Federal Credit Union 4.7
Finance service representative job in Westworth Village, TX
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 6400 Westworth Blvd, Westworth Village, Texas 76114
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at .
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
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and
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$30k-37k yearly est. 5d ago
Financial Associate (Part-Time, 30 Hours/Week)
American National Bank of Texas 3.7
Finance service representative job in Mesquite, TX
The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative, personal & professional growth along with having or developing a strong "sales" mentality. They must also enjoy handling customers' initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry.
Responsibilities include:
Opening deposit accounts and ancillary deposit services
Processing paying and receiving transactions
Balancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trail
Uncovering customer expansion opportunities and referring customers to proper bank associates
Performs account maintenance and related activities
Adheres to established internal controls on regulatory requirements ensuring compliance
Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved
Qualifications:
High School diploma or GED
Minimum of two years of retail/sales or banking experience required
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred
Skills:
Demonstrated experience with Microsoft Office Suite
Excellent interpersonal, communication skills, and written communication
Solid organizational skills and attention to detail
Ability to work in a fast-paced, team-oriented environment
Demonstrated ability to maintain confidentiality
Lifting in an office setting may be required up to 30 lbs.
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$60k-92k yearly est. 5d ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Finance service 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 48d ago
Financial Specialist I
American National Bank of Texas 3.7
Finance service representative job in Mesquite, TX
The Financial Specialist is responsible for providing a consistently positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. The individual handles customers' initial needs, opens deposit accounts, offers consumer loans, conducts routine paying and receiving functions, cross sells bank products and services and directs customers to the appropriate personnel for further assistance. Responsibilities include the following:
Opens deposit accounts, consumer loans, and ancillary services
Uncovers customer expansion opportunities and refers customers to proper bank personnel
Requires work on physical bank premises
Builds a relationship with customers, acting in a consultative role and establishing a follow-up plan to ensure the continuing relationship and enhance customer retention
Monitors and makes good decisions regarding customer account management in order to minimize risk to the bank from charge-offs, overdrafts, and other transaction risk
Performs account maintenance and related activities. Researches and resolves customer service issues as well as outages in the bank
Balances transactions and cash ensuring paper documentation and negotiability and an adequate audit trail
Processes paying and receiving transactions
Qualifications:
High school diploma or GED
2-3 years account opening; 2-3 years consumer lending
Paying and receiving experience; Experience in a regulated environment preferred
Skills:
Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions.
Must possess ability for professional communication through a variety of delivery channels (oral, written, digital).
Work occasionally requires more than 40 hours per week to perform the essential functions of the position.
Ability to sit or stand in a stationary position for extended periods of time.
Requires some stooping, bending, stretching and occasional lifting not to exceed 30 pounds. Ability to move around throughout the banking center as needed.
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$42k-58k yearly est. 2d ago
Associate I - Global Fund Services Bank Loans
Jpmorgan Chase & Co 4.8
Finance service representative job in Plano, TX
JobID: 210626751 JobSchedule: Full time JobShift: Day : Bank Loan Administration is responsible for trade instruction capture, settlements, and lifecycle events for bank loan assets under Fund Services. The team partners with various internal and external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks.
As an Associate I within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division. You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service.
Job responsibilities:
* Understand of all aspects of loan or deal administration functions (including all aspects of funding).
* Be responsible for the bank loan life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlements
* Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely with your clients to resolve queries and providing first level account service
* Create, maintain and update procedures for client specific deliverables
* Review of daily controls and communication of any new training or procedural changes to the team; ensure that all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups
* Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation; work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
* Assist in testing and implementation of system enhancements as required
Required qualifications, capabilities, and skills:
* Bachelor's degree, with minimum 2 years relevant work experience in bank debt / leveraged loan operations
* Excellent communication and relationship/partnership-building skills both with team members as well as other business partners
* Strong attention to detail with a control mindset, time management, planning skills and the ability to handle multiple competing priorities
* Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
* Strong decision-making skills, ability to identify problems and propose solutions. Exhibit initiative to raise issues to appropriate/relevant parties when needed.
Preferred qualifications, capabilities, and skills:
* Knowledge of LSTA/LMA standard documents, such as Trade Confirmations
* Knowledge of financial data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.)
* Strong understand of accounting principles, specifically how bank debt transactions impact financial statements
* Bachelor's degree, preferably Finance, Accounting, or Economics
$20k-41k yearly est. Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Allen, TX?
The average finance service representative in Allen, TX earns between $25,000 and $51,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Allen, TX
$36,000
What are the biggest employers of Finance Service Representatives in Allen, TX?
The biggest employers of Finance Service Representatives in Allen, TX are: