Finance service representative jobs in Grapevine, TX

Our client, a leader in commercial real estate, is seeking an experienced People Service Center Associate to provide exceptional support in a fast-paced, service-driven environment. This is a full-time, hybrid position in Richardson, TX operating Monday-Friday 8:00am-5:00pm and working onsite Tuesday-Thursday. This position starts as a 5-month contract to hire opportunity and pays $20 per hour. In this role, you'll be part of a collaborative team, responsible for managing employee inquiries, service ticket workflows, and maintaining accurate records in internal systems. The ideal candidate has at least 3 years of customer service experience, strong communication skills, and attention to detail. Experience with HR systems like ServiceNow or PeopleSoft is a plus. Key Responsibilities Customer Service & Phone Support Handle inbound and outbound calls, providing prompt and courteous assistance to employees and clients. Resolve inquiries, escalate issues when necessary, and maintain a professional tone. Ticket Management Log, track, and resolve service tickets using internal systems. Ensure accurate documentation and timely follow-up on all issues or requests. Data Entry & Record Maintenance Regularly input and update information in databases or systems with a high level of accuracy, ensuring data integrity and compliance. Qualifications 3+ years of experience in customer service or a related industry High school diploma or GED Excellent attention to detail and organizational skills Strong multitasking ability in a fast-paced environment Effective verbal and written communication skills Strong interpersonal skills and team-oriented mindset Proficient in Microsoft Office Suite and basic computer functions Nice to Have Experience using ServiceNow or PeopleSoft Background in HR or employee support services Prior experience in a shared services or contact center environment

Job Title: Member Services Specialist Shift: 9am to 5pm, Monday to Friday Schedule: 5 days a week - 40 hours Roles and Responsibilities: 2 years of customer service experience in healthcare, insurance, and call center environment. Must have excellent understanding of benefits, products, & other health care and/or insurance issues as they pertain to our customers (internal/external). Facilitates member & provider understand of the plan coverage and benefits by thoroughly researching inquiries in an efficient and professional manner Records all contact with customers, both verbal & written in the current MIS system Required to assist in training/re-training new and current employees Maintains accurate documentation of all telephone contact, walk-in customers, any mail inquiries by documenting to ensure a clear audit trail for reporting purposes Responsible for handling all incoming calls and the making of outgoing calls as needed in order to resolve any issues or questions Triage phone request to other areas such as Utilization Management and Provider Relations Handles incoming written correspondence in a timely and professional manner

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

Looking for a sales Representative in Dallas / Fort Worth area. Responsible for promoting and selling wines to clients such as restaurants, bars, retail stores, and event venues. Their main duties include building and maintaining relationships with customers, demonstrating product knowledge about different wines, negotiating prices and deals, and ensuring timely delivery of orders. Conduct tastings, attend trade shows, and stay informed about industry trends to effectively position their products. Strong communication, negotiation skills, and a passion for wine are essential for success in this role. Job category: Sales and Marketing

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.

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at ************************* Competences * Extraordinary levels of motivation and initiative. * Effective team player with ability to work in a fast-paced, highly collaborative environment. * Experience in training junior bankers. * Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity. * Very strong quantitative and analytical skills (including Excel modelling and valuation work). * Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. * Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team. * Deep knowledge of the industry and products and has the ability to comfortably interact with clients in a professional and mature manner. * Thorough understanding of financial, legal and reputational risks facing investment banks in today's environment. Responsibilities * Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions. * Ability to operate as project / deal team lead, driving the work product and transaction processes. * Perform financial valuation, discounted cash flow, leveraged buyout, pro forma merger, accretion / dilution, precedent transaction, and comparable companies' analyses. * Analyze detailed corporate and financial information, as well as conduct due diligence. * Build detailed financial operating models and valuation models. * Prepare and participate in the delivery of client presentations. * Supervise and direct junior bankers in the preparation of pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations and prospectuses. * Conduct industry and product research. * These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Vice Presidents are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Corporate Banking, Private Wealth, and Sales and Trading teams, collaborating to develop and execute solutions to meet client needs. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

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 I within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division. You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service. Job responsibilities: Understand of all aspects of loan or deal administration functions (including all aspects of funding). Be responsible for the bank loan life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlements Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely with your clients to resolve queries and providing first level account service Create, maintain and update procedures for client specific deliverables Review of daily controls and communication of any new training or procedural changes to the team; ensure that all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation; work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness Assist in testing and implementation of system enhancements as required Required qualifications, capabilities, and skills: Bachelor's degree, with minimum 2 years relevant work experience in bank debt / leveraged loan operations Excellent communication and relationship/partnership-building skills both with team members as well as other business partners Strong attention to detail with a control mindset, time management, planning skills and the ability to handle multiple competing priorities Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment Strong decision-making skills, ability to identify problems and propose solutions. Exhibit initiative to raise issues to appropriate/relevant parties when needed. Preferred qualifications, capabilities, and skills: Knowledge of LSTA/LMA standard documents, such as Trade Confirmations Knowledge of financial data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.) Strong understand of accounting principles, specifically how bank debt transactions impact financial statements Bachelor's degree, preferably Finance, Accounting, or Economics

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.

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 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

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

Financial Service Representative Floater Department: Retail Operations Established in March of 2008, Third Coast Bank is a community-owned bank seeking sound growth and dedicated to increasing long term shareholder value by promoting excellence in performance. Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons. The spirit of community ownership is the centerpiece of our bank's future success. Also, our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service. Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information or disability. The position of Financial Service Representative (FSR) Floater 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 customers' 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 to process customer transaction requests. Establish and maintain customer records to adhere to all banking regulations. This position requires travel to provide coverage to assigned branch locations as requested. The Financial Service Representative must help ensure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the 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 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. Performs all other duties as assigned. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: Travel from branch to branch is expected for this position as requested 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.

Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our agency has a long-standing legacy, first opening in 1992 and expanding to a multi-office operation in 2017. With 17 team members today, weve built a strong, experienced, and close-knit team. My journey with State Farm began in 1986 as a team member, which gave me a deep appreciation for what it takes to grow a successful agency from the ground up. We offer 401(k), health benefits, PTO, and flexibility when needed, along with three to four weeks of vacation and sick time. Our office culture is fun, energetic, and built on long-term relationships many of our team members have been with us for years. We believe in working hard and playing hard. Its a big operation with plenty of opportunities to grow, all while being part of a tight, supportive organization. We look for individuals who want to be part of something lasting and enjoy being surrounded by a team that truly loves what they do. ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jim Goldsworthy - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Experience in financial services preferred. Analytical and communication skills. Series 6/63/65 or 7 licenses will be required.