Finance service representative jobs in Balch Springs, TX

Dallas, TX $70k - $90k + up to 5% on Commission Stop Settling, Start Earning! Ready to Join a Contractor That Truly Rewards Your Efforts? Let's Talk Today. Top sales performers are earning $135k - $195k OTE, you could be next! You'll join a platform at the start of its commercial roofing journey and make a real impact from day one. You'll play a pivotal role in the company's growth and be first in line for promotions, where the duties are greater but so are the rewards! This isn't just a new job, it's the launchpad for the rest of your career. Make 2026 the year you earn more than ever before. What's in it for you? PTO Vehicle + gas card Bonus + Commissions 401k with company match Health, dental and vision insurance Company Story This private equity-backed business is rapidly expanding its footprint in the commercial roofing sector. The group was launched recently and has already made a name for themselves. They are looking to grow quickly and have $100 million in capital to invest. The company's vision is to grow nationally by partnering with existing businesses, while allowing those businesses to keep their identity and culture, and building new locations across the U.S. It's all the fun of entrepreneurship without the risk. What they do The company focuses exclusively on commercial roofing, with most of its work centred on re-roofing projects. They also take on new construction and service work. A key objective is to continue building out the service and repair division. They specialize in large projects and have staff on hand who can offer design and consulting services in addition to installation, repair, and maintenance. Your role Generate and maintain a book of business. Cold call, market and commercial door knock. Be the face of the company as the platform launch their branch What you'll need 2+ years in a commercial sales position A book of contacts would be advantageous Ability to self-generate leads APPLY TODAY! And you will hear back within 48 hours! I appreciate your current resume may not be up to date; don't let it prevent you from applying. You can email me directly at: ***************************** ************** Not quite right for you but know an excellent candidate? Make a referral and if they get the job, you get $1000!

At Inter-Co Division 10, we specialize in the distribution and installation of toilet partitions, lockers, washroom accessories, glass shower systems and other specialty construction products. With 11 locations across Canada and the United States, it is our mission to create the leading North American Division 10 distribution company focused on exceptional customer service, competitive pricing and industry-leading expertise and project delivery. Looking for a new opportunity? We are currently looking for a Sales Estimating Representative for our office in Dallas, Texas, northwest of the downtown area. This position will be responsible for: Active sales & customer-development Quoting jobs for General Contractors by reading architectural documents and generating accurate takeoffs Source products from various suppliers to obtain competitive material cost Phone customers to follow up on quotes & negotiate contracts Is this the right role for you? You have an eagerness to learn, grow & develop An ability to create & maintain positive relationships Proactive & direct communication skills Strong organizational skills & attention to detail Confidence in negotiation & problem solving ability Interest in the construction industry and willingness to learn and grow within the sector Ability to thrive in a team-oriented and fun work environment What You'll Bring: Undergraduate Degree Knowledge of the construction industry would be considered an asset A valid state driver's license with access to a personal vehicle A strong sense of hustle and drive, with a proactive approach to customer outreach Why work for Inter-Co? Start your weekend early every Friday Group Health Benefits including medical, dental and vision Employee Shared Purchase Plan with company matching 401K Plan with company matching Travel Incentive Program to visit company locations Paid time-off between Christmas and New Years Day You'll be joining a rapidly growing fast-paced business with multiple locations across Canada and the United States As we are committed to providing a positive candidate experience, only those selected for an interview will be contacted. Applicants who may require an accommodation during the selection process are encouraged to notify the Human Resources Department when contacted for an interview.

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 ***************************

JobID: 210680151 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: New York, NY Plano, TX Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Risk Management Track The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include: * Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators. * Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis. * Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders. Additional information about Risk Functions within JPMorganChase: * Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX * Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

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

Job Description Join our team as a Financial Services Representative and become part of a respected organization with a strong reputation in the insurance and financial industry. At NYL - DFW, your professional growth is our priority. We equip you with the training, resources, and ongoing support you need to thrive. In this role, you'll build trusted relationships with clients, helping them make confident decisions that support a secure financial future. We are dedicated to delivering outstanding customer service, ensuring you can provide exceptional guidance and solutions every step of the way. We offer a competitive compensation structure along with clear opportunities for career advancement-giving you the ability to grow personally and professionally. Be part of a team that values your success and empowers you to make a meaningful impact in the lives of others through financial services. Let's build something great together. 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.

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 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: Manage Bank Loans operations team of employees regarding all aspects of loan servicing functions Oversee bank loans life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlements Manage departmental functions by establishing operational controls and standards, monitoring on-going operations and adjusting priorities to meet changing conditions 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 Continue to manage and review daily controls, and communication of any new training or procedural changes to the team Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation Ensure all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups Work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness Hire, retain, develop, and motivate staff; assess the overall strengths and skill levels within the current organization Required qualifications, capabilities, and skills: Bachelor's degree, with a minimum of 5 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 Degree - preferably Finance, Accounting, or Economics

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

Job DescriptionBenefits: 401(k) matching Bonus based on performance Paid time off Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Ability to make presentations to potential customers Achieve mutually agreed upon marketing goals Experience in marketing Property and Casualty license (must have currently) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Company DescriptionJobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: YUPRO Placement Job Description Financial Services Representative- PLANO, TEXAS This role is in Plano, Texas and an in person opportunity. Candidates must reside within a commutable distance to Plano, Texas at the time of applying. About this Position Join a fortune 100 financial institution if you're looking to build a strong foundation in client engagement, relationship management, and financial service excellence. As a Financial Services Representative, you will deliver excellent customer service and develop critical skills through training, hands-on practice, and coaching. This role is a heavy phone-based environment supporting clients with their banking and investment needs. Job Responsibilities Work in a phone-based environment supporting clients with account servicing and resolution on brokerage accounts. Identify client needs and refer sales opportunities to the appropriate teams and specialists. Provide exceptional client care and help clients achieve financial goals through needs-based solutions. Develop communication techniques to confidently engage with clients by phone and deliver exceptional service. Collaborate with peers and leaders to ensure a high-quality, consistent client experience. Job Skills Client-focused mindset with a passion for excellence and teamwork. Self-motivated and goal-oriented with the ability to multitask in a performance-based environment. Strong communication skills and aptitude for relationship management and sales support. Ability to identify client needs and provide appropriate solutions or referrals. Proficiency in computer systems and digital tools. Job Requirements Completion of an Year Up United Program 6 months-2 years of relevant work, internship, or customer-facing experience. Availability during standard business hours (Monday-Friday) with potential Saturday coverage. Must reside within 30 minutes of the assigned branch. Ability to work on-site and adhere to banking policies (no personal phone usage during work hours). Additional Information Comprehensive training and continuous professional development provided. Career advancement opportunities within a national financial institution. Must be comfortable working in a high-volume environment Must refrain from personal phone usage during work hours. No absences for the first 30 days of assignment Pay Range Pay: $18-20/hr YUPRO Placement is the nation's leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills-first inclusive hiring practices

World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go. The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance. Hourly Pay: $15 - $19 What You'll Do: Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions. Guide customers toward upward credit mobility through responsible financial choices. Deliver top-tier customer service by assisting with questions, concerns, and available products. Process and prepare loan applications, documents, and renewals accurately. Take and process customer payments. Prepare and execute loan closings on current and renewal loans. Balance assigned cash drawer daily and ensure all transactions are accurate. Complete daily branch bank deposits and, as needed, transport funds to and from the bank. Maintain strong customer relationships and represent the company's values in every branch supported. Collaborate with Branch Managers and team members to meet performance goals. Other duties include but are not limited to: Calling approved and unmade applications to close loans daily. Supporting tax services and helping build tax clientele. Sending complete and accurate credit denial letters within 30 days from the date of application. Paying branch expenses as instructed by the Branch Manager. Travel Requirements & Coverage Area: Reliable transportation for daily travel to assigned branches and bank deposits. Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager. Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable. Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting. Experience That Will WOW Us! Demonstrated self-confidence, organization, and adaptability. A history of kindness, compassion, and helping others succeed. A mindset focused on quality, problem-solving, and openness to new ideas. Team-oriented approach - willing to pitch in, learn, and lead by example. Basic computer proficiency and comfort learning new systems. Valid driver's license and access to a dependable vehicle. Why World? Growth-minded culture: 80% of our Financial Services Representatives are promoted to management. Proven career paths: 75% of our Operations Executives began in similar roles. Community connection: Paid volunteer hours each year to give back. Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days. Work-life balance: Paid holidays, vacation time, and 401(k) with company match. Belonging & purpose: Join a team built on respect, collaboration, and genuine care. Be home for dinner: Your life outside of work is a priority. Make an impact: Help customers build stronger financial futures every day. Who Is World? Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care. Physical Demands and Working Conditions: Frequently stationary with regular movement throughout office environments. Occasional climbing, kneeling, bending, twisting, and reaching. Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force. Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. Fast-paced, high-demand environment requiring professionalism and adaptability. Frequent travel to branch locations; may include extended hours, evenings, or weekends. Standard indoor office settings with typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally. 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. This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve. 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.

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. *******************************************************

Join our team as a Financial Services Representative and become part of a respected organization with a strong reputation in the insurance and financial industry. At NYL - DFW, your professional growth is our priority. We equip you with the training, resources, and ongoing support you need to thrive. In this role, you'll build trusted relationships with clients, helping them make confident decisions that support a secure financial future. We are dedicated to delivering outstanding customer service, ensuring you can provide exceptional guidance and solutions every step of the way. We offer a competitive compensation structure along with clear opportunities for career advancement-giving you the ability to grow personally and professionally. Be part of a team that values your success and empowers you to make a meaningful impact in the lives of others through financial services. Let's build something great together. 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 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

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

Job 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

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

Job Description We're always on the lookout for great talent! If you don't see a role that fits your skills right now, feel free to submit your resume here for future consideration. Our team will review your background and may reach out as new positions become available.

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.

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