Finance service representative jobs in Farmers Branch, 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.

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!

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

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.

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.

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

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.

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.

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 Overview:The Commercial Trade Accounting Specialist is responsible for leading and coordinating the audit process for trade and marketing expenses, auditing/processing payment requests in our subledgers and ensuring settlements comply with KDP policy, GAAP, and Sarbanes Oxley requirements. The successful candidate will be self-motivated and able to work independently. Another critical success factor will be the candidate's ability to make decisions in a thoughtful, rational manner, and subsequently support the decision based on company policies. Join the team at Keurig Dr Pepper and make a difference by pursuing everything that you do with the determination that sets us apart from our competitors. Driving for results leads to recognition and personal growth within the company, helping us to achieve our goal to "Be the Best Beverage Business in the Americas". The success that comes from within each of us is recognized, and creates opportunities for your growth in the organization. Position Responsibilities:Audit invoice and agreement submissions from sales, marketing, finance, 3rd party vendors and ensure trade and marketing expenses are reported correctly and in accordance with GAAP and Company Policies. Work directly with Sales and Marketing colleagues to obtain additional information and documentation or make corrections when necessary. Foster a mindset of effective team support while holding parties accountable for their work Provide feedback and training on incorrect submissions. Communicate and help complete correcting entries (void transactions, memos, journal entries, etc. ) when submissions fail required audit criteria. Prepare monthly analysis to aid in the balancing and reconciliation of subledgers with the financial general ledger if needed. Research and resolve payment- and/or budget-related requests. Prepare and support other initiatives as requested. Assist with implementing process and system improvements. Total Rewards:Salary Range: $19. 47 - $26. 00 per hour Actual placement within the compensation range may vary depending on experience, skills, and other factors Benefits, subject to election and eligibility: Medical, Dental, Vision, Disability, Paid Time Off (including paid parental leave, vacation, and sick time), 401k with company match, Tuition Reimbursement, and Mileage Reimbursement Requirements:Bachelor's degree from an accredited university preferred but not required Two years of experience with Microsoft Office (Excel, PowerPoint, Outlook, etc. ) Two years of experience with SAP or other related software (PeopleSoft, Oracle) preferred but not required Subledger to General Ledger knowledge and prior experience a plus Company Overview:Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partner brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it!Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that's proud of its brands, partnerships, innovation, and growth. Will you join us?We strive to be an employer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work. Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. A. I. Disclosure: KDP uses artificial intelligence to assist with initial resume screening and candidate matching. This technology helps us efficiently identify candidates whose qualifications align with our open roles. If you prefer not to have your application processed using artificial intelligence, you may opt out by emailing your resume and qualifications directly to kdpjobs@kdrp. com.

Job Details Grand Prairie, TX Full Time Not Specified None Day Customer ServiceDescription At Perma Pier Foundation Repair and BlackTie Plumbing (a part of Construct Capital Companies), we're a team of experts offering our clients high-quality foundation solutions and plumbing services tailored to their specific needs. We're a company you can be proud to work for, knowing we strive always to uphold integrity and quality. The culture at our office? Simply put, we're not very serious people who do a seriously good job and deliver seriously good customer experiences. We're looking for team members who are eager to learn and understand the services we provide, who feel confident in educating and communicating with clients, and who maintain a high-energy and positive attitude. The primary responsibility of this position is to aid clients needing foundation evaluations and plumbing services. In this position, you will manage permits, schedule evaluations, repair services, and perform follow-ups, all while providing clients with a positive and memorable experience. Duties and responsibilities Professionally and empathetically answering all inbound calls for both Perma Pier Foundation Repair and Black Tie Plumbing (Construct Capital Companies). Foundation repair and plumbing issues are nerve-wracking for our clients; our team goes above and beyond to ensure their satisfaction. Communicating with clients via email, calling back to follow through on commitments made to the client, following up on voice messages, live chat, and responding to “contact us/form fills. Accurately completing online forms required to precisely schedule an evaluator to review the customer's location. Rescheduling appointments as necessary due to weather, evaluator requests, etc. and communicating these changes in a respectful and understanding manner to our clients. Making outbound calls to ascertain a homeowner's perception of contact with our company. Learning about our services and understanding the intricacies of how they are performed for efficient and accurate client communication. Upholding company standards by communicating with builders, real estate companies, and property managers professionally and with haste via inbound calls, emails, call backs, voicemails, etc. Review the customer's location, including, but not limited to, contracts, engineering reports, plumbing tests, team messages, etc. Serve as a customer concierge representative and handle inbound calls to the appropriate office or location. Ensuring all repairs are scheduled and completed in their entirety within 24 hours of being sold. From preparation (engineer reports, plumbing tests, Texas 811, permits, payments, scheduling, etc.) to post-repair completion client follow up. Using Microsoft Teams for all internal communications and expeditiously answering all requests via Teams. Responsibilities will include making follow-up calls to ensure the customer's expectations are exceeded. This description only includes the general content for this job and does not restrict the company from assigning or reassigning duties or responsibilities at any time. Requirements Customer Service score of 90% Missed inbound calls must always be below 1%. Attendance for this position means you are at work on time and adhere to the strict attendance set by your department. The hours are Monday through Friday 8:00 AM-5:00 PM and Saturday 10:00 AM-2:00 PM. They are subject to change based on business needs and peak season An Executive of Construct Capital must approve overtime. Qualifications Qualifications • Ability to prioritize and multi-task in a fast-paced environment. • Work in an office environment • Ability to handle confidential information in a discreet, professional manner. • Strong Customer Service skills. • Strong written and verbal communication skills • Proficiency with Office 365 products, including but not limited to Teams, Excel and Word. • Data entry knowledge and general math skills • Strict attention to detail- accuracy is imperative in our line of work. • Excellent organizational and analytical skills • Ability to be an effective team member and display initiative • Bilingual a plus, but not required. Compensation • A competitive salary based on experience, skills, and education

How will this role impact First Command? At First Command, our mission is coaching those who serve in pursuit of financial security. Our strategy is to deliver face-to-face coaching at every stage of your life. We do that by building lasting bonds, standing with you through all of life's changes, partnering with you so that you can enjoy lifelong financial security and we are committed to making a difference in the military community. First Command's military-focused hiring strategy dates back to the company's founding in 1958. We are proud to rank among the nation's top employers of military vets and spouses - offering rewarding financial services careers for those who serve. Position Summary The Personal Banking Associate is a first line service position responsible in delivering personalized service to our clients and advisors across globe. The primary responsibility of this role is to handle inbound calls, emails, and secure messages in a fast pace environment while delivering a world class experience. In this role, you will be required to make real-time decisions based on a thorough knowledge of all bank products, tools, services, and processes. What will the employee do in this role? * Member of First Command Bank's multi-channel contact center supporting: * New and existing client and advisor accounts * Mobile & online banking support * Loan servicing * Transaction assistance * Bill pay * Paperless enrollment * Credit and debit card services * Deposit account maintenance * Cross-sell consumer banking products such as loans, credit cards, and other channels of banking such as online banking, mobile banking, and the automated voice system * Proactively manages risk in every business, product, and service transaction leveraging available tools What skills/qualifications do you need? Education * High school diploma or equivalent required * Bachelor's degree preferred Work Experience * Minimum 3-5 years bank contact center experience and/or bank operations in a highly complex environment preferred * 3+ years' experience working with digital products, including mobile, online and e-commerce preferred * 2+ years' experience working with Jack Henry Silverlake core preferred Required Knowledge, Skills, and Abilities * Must possess discernment in being able to apply bank policy and regulations in all situations * Must demonstrate a history of: * Effective communication * Critical thinking * Problem solving * Emotional intelligence * Intellectual curiosity * Interpersonal skills * 3+ years of experience using Microsoft Office Suite, Word, and Outlook and must be able to learn other software specific to First Command Bank and Channel Management * Passion for serving the military LI-NC1 LI-Hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

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 Description Southwest Airlines Federal Credit Union, a world-class financial institution, is looking for a Call Center Member Service Representative II located at our corporate office near Love Field Airport. The Benefits of Working Here: We work hard to ensure that our employees work in an environment of respect, trust, and fun! We are committed to helping our employees stay healthy, feel secure, grow and development, and maintain a work/life balance through our comprehensive benefit programs: FREE health insurance FREE dental insurance FREE vision insurance FREE life insurance FREE short-term and long-term disability FREE employee checking account Paid Time Off up to 3 weeks per year 13 Paid Holidays (2 ½ weeks of more paid time off!) Flexible Spending Accounts 401(k) plans with employer match Tuition reimbursement Casual dress code, every day! Ongoing training through classroom and online formats Employee recognition programs Employee committees that promote culture, fun, and wellness Monthly company-wide activities for our employees, like Baseball Day, Chocolate Chip Day, Summer Luau, Say Something Nice Day, Biggest Loser, and a Step Challenge What does a Call Center Representative do? You are the voice of SWACU! We are looking for a professional-minded candidate to assist our members through inbound calls with their account and loan needs. You will be utilizing your top-notch, quality, member service skills, building relationships, and following SWACU's policies and procedures with every interaction. When helping members in Member Services, you must be able to multitask, stay focused and organized, and work efficiently in a fun, fast-paced environment, while ensuring the member's needs are met. In addition to salary, opportunities for incentives include excellent attendance, meeting call center abandon rate, adherence goals, and meeting personal sales goals. Responsibilities include: 1. Assumes responsibility for the effective performance of assigned Call Center functions. Receives telephone calls. Answers routine questions or directs them to appropriate personnel. Completes tasks for members and follow-up with members as needed. Knowledgeable and able to assist callers with opening new accounts, certificates, IRA's, wire transfers, file maintenance, stop payments, transaction history review, card maintenance, disputes and troubleshooting homebanking and plastics issues. Performs various typing tasks including correspondence, processing documents required for account maintenance. Properly identifies and verifies members using tools provided and maintains confidentiality. Consistently meets incentive goals. 2. Assumes responsibility for establishing and maintaining effective business relations with members. Assists with questions and problems courteously and promptly. 3. Assumes responsibility for establishing and maintaining effective working relations with Credit Union personnel and management. Assists and supports department personnel. Coordinates activities with related departments and obtains or conveys information as needed. Keeps management informed of area activities and of any significant problems. Attends and participates in meetings as required. Assists in training of new hires. 4. Assumes responsibility for related duties as required or assigned. Keeps area clean, secure, and well maintained. Completes special projects as assigned. Maintains the Credit Union's reputation. Qualifications: Great attitude and enthusiasm! Understand the benefits of a Credit Union Have a comprehensive knowledge of using a computer, familiar with Call Center Software, Microsoft Outlook, Excel, Word, and Teams Clear written and verbal communication while maintaining professional, courteous, and friendly service to our members and co-workers Interpersonal skills to effectively suggest new products and services to our members Ability to multi-task and maintain organization and efficiency in a fast-paced environment Ability to troubleshoot, take ownership, problem-solve, and follow-through High School diploma or equivalent One to three years of experience in a Call Center environment Minimum 10 years of Financial Institution and/or Call Center experience All qualified candidates must pass a credit and background check to be qualified Pay: DOE and eligible for monthly incentive pay Schedule: Monday to Friday, 8:15 am - 5:15 pm Work Location: 2430 Shorecrest Drive, Dallas, TX 75235 Company Overview: Southwest Airlines Federal Credit Union provides a complete array of financial services for all employees and families of Southwest Airlines and over 200 more companies across the United States. Since our inception, we have continued to maintain a rapid pace of growth throughout our four branches in TX and AZ! We now serve over 50,000 members nationwide and we're still growing! Our members enjoy the most elite financial services and the best member service around! Learn more about us on our website: ******************************************

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.

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

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, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.