Customer Service Representative (Fresher,Graduate)
Finance service representative job in Dallas, TX
Job Title: Customer Service Representative
Job Type: Full-Time
Experience Level: Entry to Mid-Level
We are looking for a Customer Service Representative to join our team in Dallas, TX. The ideal candidate will be responsible for delivering excellent customer support by handling inquiries, resolving complaints, and providing information about products or services. If you are a people person with strong communication skills and a passion for helping others, we'd love to hear from you!
Key Responsibilities:
Handle incoming customer calls, emails, and chats in a professional and courteous manner.
Resolve customer issues efficiently while ensuring customer satisfaction.
Provide product/service information and assist with order placement, billing, returns, and technical support.
Document all customer interactions in the CRM system accurately.
Escalate complex issues to the appropriate departments when necessary.
Maintain knowledge of company products, services, policies, and procedures.
Meet or exceed performance metrics related to response time, quality, and customer satisfaction.
Requirements:
Bachelor's degree is must.
1-3 years of customer service or call center experience.
Excellent verbal and written communication skills.
Proficiency in using computers, CRM systems, and basic MS Office tools.
Ability to multitask, prioritize, and manage time effectively.
Positive attitude, patience, and a strong work ethic.
Sales Representative - Commercial Roofing
Finance service representative job in Dallas, 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!
Sales Estimating Representative
Finance service representative job in Dallas, TX
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.
Proprietary Equity Traders Wanted
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 ***************************
Easy ApplyGold & Bullion Trader
Finance service representative job in Dallas, TX
Job DescriptionDescription:
Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more.
SUMMARY: The role of a Gold and Bullion Trader is responsible for buying and selling gold, silver, platinum, and other precious metals in the global market. The primary responsibility is to manage and expand the company accounts and portfolios by buying, selling, and trading from a selection of coins and metals.
LOCATION: South of Dallas/Fort Worth International Airport, NW corner of W. Airport Freeway (Hwy. 183) and Valley View Lane
BENEFITS:
Medical, Dental, Vision coverage
Paid time off
401k savings plans
COMPENSATION: Commensurate based on experience.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Monitoring market trends and making informed trading decisions based on market analysis.
Executing trades and managing risk by hedging against market volatility.
Maintaining relationships with existing accounts, and prospecting for new accounts.
Requirements:
EDUCATION & EXPERIENCE:
Solid understanding of the global precious metals market
Excellent analytical and interpersonal skills
A proven track record of success in a similar role
Bachelor's degree in finance, economics, or a related field is often preferred.
Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE
Customer Service Officer
Finance service representative job in Dallas, TX
Skillbridge Academy is a forward-focused organization dedicated to empowering businesses through strategic development, innovative solutions, and tailored training programs. We specialize in bridging capability gaps and driving measurable growth for our partners. Our work is built on a foundation of professionalism, integrity, and continuous improvement. As we expand our reach, we are seeking motivated individuals who are ready to contribute to a high-performance culture and grow alongside us.
Job Description
We are seeking a polished and dedicated Customer Service Officer to join our team in Dallas. The individual in this role will be responsible for supporting clients, ensuring smooth communication channels, and maintaining the high service standards that represent Skillbridge Academy. This position requires professionalism, strong organizational abilities, and a commitment to delivering an exceptional customer experience.
Responsibilities
Serve as the primary point of contact for customer inquiries, requests, and assistance.
Provide clear, courteous, and solution-oriented responses to clients.
Maintain accurate records of customer interactions and follow up on outstanding matters.
Support internal teams by relaying relevant information and coordinating next steps.
Ensure all service procedures align with company standards and quality expectations.
Identify opportunities to improve customer experience and propose enhancements.
Assist in managing administrative tasks related to customer support and service operations.
Qualifications
Strong communication and interpersonal skills.
Ability to manage multiple tasks with accuracy and composure.
Professional demeanor and a client-focused mindset.
Strong problem-solving abilities and attention to detail.
Ability to work independently and collaboratively in a fast-paced environment.
Proficiency in basic office software and structured documentation.
Additional Information
Competitive annual salary ranging from $51,000 to $54,000.
Opportunities for professional growth and advancement within the organization.
Skill development through ongoing training and internal support programs.
Stable full-time position with a well-structured work environment.
Supportive leadership and a collaborative team culture.
Investment Banking- United States - 2026 ReEntry Program
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.
Auto-ApplyFrisco Dodge - Future Positions
Finance service representative job in Frisco, TX
Job Details Frisco Chrsyler Dodge Jeep Ram - Frisco, TX Full Time High SchoolDescription
We are looking for an experienced and motivated individuals for all positions of the automotive dealership. Submit your resume here!
Responsibilities Include:
Set an example of professionalism through daily actions and appearance
Attends all staff meetings, trainings, and educational classes as required
Follows all safety and security procedures
Is ethical and transparent in all leading operations
Maintains work area in a neat and organized manner
Performs other duties as assigned
Qualifications
Are team-oriented, flexible and focused, and are eager to make money in a very busy dealership
Must have a steady work history and be committed to starting a new career
Strong business sense and industry expertise
Possess competent computer and phone skills (Internet, Microsoft, Outlook, CRM, etc.)
Must be able to read and comprehend written instructions and information
Are willing to submit to pre-employment background check and drug screen
Able to work independently with minimal supervision
Highly motivated and willing to learn new skills
Highly professional and dependable
Team player with excellent communication and interpersonal skills
Benefits
Competitive Pay
Employee Purchase and Service Discounts
Ongoing Training and Education
Paid Vacation
Full benefits options including Medical, Dental, Vision, Life, Disability, and Accident Insurance
401(k) Retirement Savings Plan
State of the Art Facility with a Professional Working Environment
Greenway Automotive Group is one of the world's most progressive, privately held automotive companies proudly serving Florida, Alabama, Georgia, Missouri, South Carolina, Pennsylvania, Tennessee, Texas, and China. The Group's 46 domestic automotive dealerships include some of the nation's top ranked performers in sales, service, customer satisfaction, and profitability.
Greenway Automotive Group is an Equal Opportunity Employer.
Patient Financial Services Representative
Finance service representative job in Dallas, TX
Are you looking for a career that offers both purpose and the opportunity for growth? Parkland Community Health Plan (PCHP) is a proud member of the Parkland Health family. PCHP is a Medicaid Managed Care Organization servicing Texas Medicaid and CHIP in the Dallas Service Area. PCHP works to fulfill of our mission by empowering members to live healthier lives. By joining PCHP, you become part of a team focused on innovation, person-centered care, and fostering stronger communities. As we continue to expand our services, we offer opportunities for you to grow in your career while making a meaningful impact. Join us and work alongside a talented team where healthcare is more than just a job-it's a passion to serve and improve lives every day.
PRIMARY PURPOSE
Performs registration duties to include patient registration, obtaining precertification, obtaining proper authorizations, insurance verification and preliminary financial counseling services to ensure Parkland's financial viability at the most basic level.
MINIMUM SPECIFICATIONS Education
- High School diploma/GED
- Associate's degree preferred.
Experience
- Minimum of 2 years' experience within a hospital or clinical environment, an insurance company, managed care organization, other financial service setting, registration, financial counseling, financial clearance and/or customer service in a health care environment
. - General knowledge of patient access financial counseling functions in both acute and non-acute settings is a plus.
- Working knowledge of medical terminology and insurance terminology.
- Ability to work multiple computer systems such as patient, registration/accounting system, document imaging, scanning, proprietary payer websites and data quality monitoring, both accurately and efficiently.
- Prior experience in patient access, billing, cash collections, insurance, appointment scheduling preferred. - Knowledge and function and relationships within a hospital environment.
Equivalent Education and/or Experience
- May have an equivalent combination of education and experience to substitute for both the education and the experience requirements.
Certification/Registration/Licensure
- Certified Healthcare Access Associate (CHAA) preferred.
- Certified Patient Account Technician (CPAT) preferred.
- Certified Revenue Cycle Representative (CRCR) preferred.
Skills or Special Abilities
- Must be proficient in the use of personal computers, printers, scanners, etc.
- Must be able to demonstrate working knowledge of computer software, i.e., Word and Excel Knowledge, Hospital Information/Enterprise Systems, i.e., EPIC.
- Customer service skills and experience.
- Ability to work in a fast paced environment.
- Must be able to function in a high-level stressful environment while simultaneously multi-tasking.
- Ability to receive and express detailed information through oral and written communications.
- Professional approach and appearance.
- Detailed oriented with basic mathematical and analytical skills.
- Must be able to resolve registration issues as they relate to multiple groups including third party payors, system, patients and physicians.
- Knowledge of contract reimbursement, third party payors and insurance verification preferred.
- Ability to problem solve within the guidelines of established policies and procedures.
- Medical and insurance terminology.
- Bilingual skills preferred.
Responsibilities
1. Greets patients, family members, peers, and leadership in a professional, friendly, and respectful manner to promote a positive public image of Parkland. Willingness to move about the system to ensure all facets of the job responsibilities are completed accurately and timely to support the needs of the organization. Required to assist the hospital in the event of an internal or external disaster.
2. Obtain, verify, and update accurate demographic, financial, and insurance information in the process of registration. Including the entry of patient/guarantor information in the patient registration/accounting systems. Ensure accounts are billed accurately and timely. Guarantee that medical record numbers are not duplicated or overlays created.
3. Reviews patient accounts for financial status to identify non-funded and/or under-funded patients. Refers appropriate cases to financial counseling for follow-up and consultation and Case Management for clinical justification for pre-authorization as necessary.
4. Educate patients about financial liabilities, employs proper, compliant patient liability collection techniques before, during and after date of service. Performs cash reconciliation and secured payment entry in adherence to financial and cash control policies and procedures.
5. Clearly document actions taken in account notes to ensure information is available and understandable for other departments to review. Tracks productivity/quality and provides cumulative reports daily, weekly and monthly as required. Ensures Patient Rights & Responsibilities as well as other required documents are properly explained and presented to patients.
Job Accountabilities
1. Identifies ways to improve work processes and improve customer satisfaction. Makes recommendations to supervisor, implements, and monitors results as appropriate in support of the overall goals of the department and Parkland.
2. Stays abreast of the latest developments, advancements, and trends in the field by attending seminars/workshops, reading professional journals, actively participating in professional organizations, and/or maintaining certification or licensure. Integrates knowledge gained into current work practices.
3. Maintains knowledge of applicable rules, regulations, policies, laws and guidelines that impact the area. Develops effective internal controls designed to promote adherence with applicable laws, accreditation agency requirements, and federal, state, and private health plans. Seeks advice and guidance as needed to ensure proper understanding
Parkland Community Health Plan (PCHP) prohibits discrimination based on age (40 or over), race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, genetic information, disability, national origin, marital status, political belief, or veteran status.
Financial Services Representative
Finance service representative job in Frisco, TX
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.
Part Time Associate Banker South Dallas (30 hours)
Finance service representative job in Dallas, TX
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyFinancial Service Representative II
Finance service representative job in Dallas, TX
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.
The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
Essential Functions:
New Accounts
* Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
* Responsible for maintaining current knowledge of bank products and services offered.
* Open new accounts and service existing accounts for personal and commercial customers.
* Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
* Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
* Update customer files, signature cards, resolutions, etc. for bank records.
* Screen personal account holders via ChexSystems.
* Screen commercial accounts via FIS eAccess/ChexSystems online
* Process ATM/Debit Card and check order requests.
* Establish and reset online banking access through NetTeller.
* Cross-sell bank products and services to new and existing bank customers.
* Open, close and service certificate of deposits for personal and commercial customers
* Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
* Establish and update new account files.
* Maintain daily rate sheet.
* Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
* Maintain and operate a teller cash drawer.
* Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
* Process loan payments.
* Issue Cashier's checks and money orders.
* Keep records of money and negotiable instruments as required per banking regulations.
* Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
* Answer general account questions for bank customers.
* Cross-sell bank products and services.
* Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
* Balance cash drawer at the close of the business day.
* File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
* Open and close safe deposit boxes via FIS.
* Establish and update safe deposit box account files.
* Prepare new and updated safe deposit box contracts.
* Allow access to Safe Deposit Box Vault to customers.
* Complete entry tickets for customers accessing box and enter the data into FIS.
* Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
* High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
* Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
* Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
* Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
*******************************************************
Financial Services Representative State Farm Agent Team Member
Finance service representative job in Dallas, TX
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.
Overstaff Financial Services Representative (Part Time)
Finance service representative job in Dallas, TX
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
Part Time Opportunity
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.
Auto-ApplyNew Account Representative
Finance service representative job in Dallas, TX
Job Description
Our client is hiring a New Account Representative in Southern Dallas County, TX. This role is focused on delivering outstanding support to customers by addressing inquiries and assisting with various banking services, including online platforms, telebanking, debit card concerns, and account openings. The successful candidate will be expected to gain a comprehensive understanding of the bank's products and services to provide effective assistance and work collaboratively across departments. Strong interpersonal skills, a proactive approach to customer care, and the ability to quickly absorb new information are key to thriving in this position.
Requirements:
Must have previous banking and 5+ years of Customer Service experience
Must have experience with banking operations, compliance, and documentation
Must be proficient with Microsoft Office Suite (Word, Excel, Outlook, etc.)
Bilingual in English and Spanish is a plus
Hours: Monday-Thursday, 8:00 AM-5:00 PM; Friday, 8:00 AM-6:00 PM; some Saturdays 8:30 AM-12:00 PM
Benefits:
Health Insurance
Dental Insurance
Tuition Reimbursement
Paid Time Off
Paid Holidays
Compensation: $18.00-$23.00/hour
For immediate consideration, apply now!
RC17828828
INDAT#ZR
Retail Business Banker
Finance service representative job in Dallas, TX
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Retail Business Banker
SUMMARY
Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
* Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions.
* Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts.
* Consult small business customers on business life and cash flow cycle.
* Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process.
* Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed.
* Serve as a trainer, mentor, and coach for the small business delivery process.
* Serve as customers' single point of contact on all First United Bank products and services.
* Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.).
* Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
* Follow proper procedures accurately and efficiently for all customer-servicing activities performed.
* Consistently exceed performance goals and actively participate in all sales campaigns.
* Coordinate team meetings and huddles related to small business strategy and execution.
* Deepen and enhance existing customers relationships and develop new customer relationships.
* Participate in outbound calling efforts to increase bank relationships and business opportunities.
* Complete small business reviews and networking commitments as assigned.
* Leads by example and serves as a role model for Tellers, Relationship Banker I and II
* positions.
ADDITIONAL DUTIES AND RESONSIBILITIES
* Completes all required compliance exams on a yearly basis.
* Adherence to all First United Policies and Procedures.
* Dresses professionally.
* Other duties as assigned by manager.
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
Education and Work Experience
* High School Diploma is required. Some college is strongly preferred.
* Required 3 years of banking experience or relatable business acumen.
* Cash handling experience is required.
Technical/Functional Competencies
* Superior customer service skills required.
* Basic mathematics to solve problems.
* Requires being exact or highly accurate with daily work.
* Ability to effectively read, write, and verbally communicate with customers and co-workers.
* Ability to manage time effectively and work independently, without close supervisor.
* Ability to use good judgment and exercise decision-making skills.
* Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems.
* Ability to multi-task.
* Maintain a professional attitude and appearance.
* Behave ethically while at work or outside your work environment.
* Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization
All Locations:
Dallas-Preston Center
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
Auto-ApplyCommunity Banker
Finance service representative job in Dallas, TX
The Community Banker creates and develops long lasting relationships with business owners and centers of influence within the ANBTX communities by understanding the client's needs, industry and by providing meaningful and personalized service and recommendations. The role requires being a local brand ambassador and investment of the time within the communities served, while educating and providing tailored solutions t meet the client's needs.
Calls the clients (existing and new) to develop new business and/or enhance current relationships
Deepens relationships by cross selling additional products and services across all lines of business
Develops partnerships internally within other lines of businesses as well as externally; creating strong centers of influence
Invest in the communities served; both in time and knowledge
Requires work on physical bank premises
Requirements:
Bachelor's degree in business or banking preferred
4+ years of formal credit training experience and/or Commercial lending experience, strong analytical skills; excellent verbal and written communication
Understanding of depository, lending and treasury management solutions
Skills:
Working knowledge of Microsoft Office; moderate math and writing skills; moderate presentation skills; strong follow up abilities
Travel to a variety of locations to perform work and/or attend meetings as required
Work occasionally requires more than 40 hours per week to perform the essential functions of the position
Must be able to travel regularly from location to location
Lifting in an office setting may be required up to 30 lbs
Resume Bank: Future Opportunities
Finance service representative job in Dallas, TX
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.
Financial Services Representative State Farm Agent Team Member
Finance service representative job in Cedar Hill, TX
Job DescriptionBenefits:
401(k)
401(k) matching
Company parties
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Signing bonus
Training & development
Vision insurance
Parental leave
Wellness resources
Bonus based on performance
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Rick Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
Financial Services Representative State Farm Agent Team Member
Finance service representative job in Arlington, TX
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Ray Givens - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary of 40K plus commission/bonus
Paid time off (vacation and personal/sick days)
Group Health Plan with Vision & Dental
Growth potential/Opportunity for advancement within my office