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Finance service representative jobs in Killeen, TX - 401 jobs

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  • Healthcare Member Services Representative

    Prokatchers LLC

    Finance service representative job in Temple, TX

    Under general supervision, communicates to Members policies, procedures, and services to ensure complete knowledge of the Plan. Respond to inbound and outbound calls, emails, and messages from health plan members regarding benefits, eligibility, claims, and services Must adhere to call handling goals of 80% of calls answered within 30 seconds. Document all member interactions, inquiries, and resolutions in the case management
    $24k-36k yearly est. 4d ago
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  • Personal Banker

    First National Bank Texas 4.5company rating

    Finance service representative job in Harker Heights, TX

    Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
    $30k-34k yearly est. 6d ago
  • Bilingual Personal Banker

    First Convenience Bank

    Finance service representative job in Temple, TX

    Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
    $31k-41k yearly est. 4d ago
  • Private Banking Associate

    Extraco Banks, N.A 3.8company rating

    Finance service representative job in Temple, TX

    Private Banking is responsible for developing, managing, and retaining full personal relationships with high income/high net worth Private Banking Clients. The Private Banking Associate is responsible for managing a smaller select portfolio of high-net-worth clients while primarily supporting Private Bankers in servicing a larger deposit portfolio. This role focuses on ensuring excellent client service, deepening relationships, and partnering with internal Wealth & Trust teams and Raymond James advisors to provide comprehensive financial solutions. The Private Banking Associate plays a key role in relationship management, servicing deposit accounts, and client advocacy. Essential Duties and Responsibilities: Work closely with up to three Private Bankers to structure, onboard, and service deposit and lending solutions that align with client goals. Service deposit relationships and a portfolio of clients by planning, delivering, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team creates an extraordinary experience. Accurately process customer service requests including but limited to new account opening, updating accounts and assistance with alternative delivery channels i.e. online banking, debit cards and mobile banking. Assist Private Bankers in pricing strategies and retention efforts to exceed customer expectations. Establish and maintain strong relationships with existing Private Banking clients, serving as their primary point of contact for all banking needs. Identify and develop new relationships of potential Private Banking Clients both internal and external to the bank. Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank's goals are achieved. Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. Coordinate commercial, consumer and other loan requests through established processes. Develop detailed knowledge of products and services offered by Extraco Corporation including commercial loans, consumer loans, depository accounts, consulting, etc. Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics. Participate in community events to promote the bank and build relationships with potential clients. Keep up to date with industry trends and regulations to ensure compliance. Will work on projects with limited complexity in a support and advisory role. Performance Measurements: Functions and banking services are effectively performed and completed in accordance with established Extraco policies, procedures and legal and regulatory requirements. Documents and reports are completed accurately, efficiently and in a timely fashion. Good working relationships and partnerships exist with Extraco personnel, management, customers, and vendors. Adheres to prescribed KPI goals including but not limited to new business acquisition, product, deposit, loan growth, Client satisfaction, and Client retention. Qualifications: Education/Certification: Bachelor's degree in Business, Finance, or related field preferred Experience: 1-3 years of banking or financial services experience required Prior experience in client service or operations roles preferred Experience working with high-net-worth clients a plus Proven track record of accuracy and attention to detail Skills/Abilities: Strong relationship management and team building skills; views team concept as critical to model. Effective oral and written communication skills. Good communication and public relations skills. Ability to cooperate with and assist others both externally and internally. Good organizational and time management skills with ability to handle multiple tasks under tight time frames. Goal-oriented and driven to achieve individual and team objectives. Attention to detail and accuracy. Understanding of banking regulations and compliance requirements. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to accept instruction, prioritize and follow through on work assignments. Ability to write reports, business correspondence and procedural manuals. Ability to calculate figures such as interest, ratios, loan growth, and percentages. Ability to operate modern office equipment and software. Working Conditions/Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to stand; sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The Private Banking Associate will work in an office environment but may also need to travel to meet with clients as needed. The noise level in the work environment is usually moderate.
    $71k-110k yearly est. 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Alan Cox-State Farm Agent

    Finance service representative job in Killeen, TX

    Job DescriptionBenefits: Paid time off Training & development Bonus based on performance Competitive salary Flexible schedule Health insurance Signing bonus ABOUT OUR AGENCY: For over 25 years, I have proudly served our community as a dedicated State Farm agent, building more than just an insurance agency Ive built a trusted relationship with countless families and businesses. My journey with State Farm began with a passion for helping people protect what matters most, and that passion continues to drive everything we do today. At Alan Cox State Farm, we believe that insurance is more than just policies and numbersits about peace of mind, security, and being there when our clients need us most. Our team operates like a family, where every members contribution is valued and where professional growth is nurtured. Were looking for motivated, compassionate individuals who want to make a real difference. Whether youre just starting your career or looking to take it to the next level, we provide the training, support, and opportunities you need to succeed. Join us, and be part of a legacy thats grounded in integrity, community, and unparalleled service. Together, we can help protect dreams and build brighter futures. .
    $30k-45k yearly est. 33d ago
  • Bilingual Financial Services Representative

    Onemci

    Finance service representative job in Killeen, TX

    At MCI we are committed to fostering an environment where professionals can build meaningful careers, access continuous learning and development opportunities and contribute to the success of a globally expanding, industry-leading organization. We are currently seeking experienced Bilingual Financial Service Representatives to support both inbound and outbound service initiatives for our Financial Services clients. This role is ideal for professionals who are passionate about delivering exceptional service and are committed to supporting our members, employees, and communities with excellence. As a Financial Services Representative, you will engage directly with banking customers providing product and account information, resolving inquiries, and guiding them through banking processes. We're looking for individuals with strong communication skills, a willingness to learn, and a dependable work ethic. To be considered for this role, you must complete a full application on our company careers page, including all screening questions and a brief pre-employment test. -------------- POSITION RESPONSIBILITIES Key Responsibilities Respond to customer inquiries via phone, email, and live chat in a professional and timely manner Understand customer needs and provide accurate solutions Escalate complex issues to appropriate teams when necessary Ensure first-call resolution through effective problem-solving Follow client-specific procedures and maintain professionalism at all times Use internal knowledge bases and training materials to answer questions accurately Maintain detailed and accurate CRM records of customer interactions Handle financial inquiries with strict adherence to confidentiality protocols Comply with all scripts, policies, and procedures Meet attendance and training requirements consistently CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT FOR THIS POSITION? All positive, and driven applicants are encouraged to apply. The Ideal candidates for this position are highly motivated and dedicated and should possess the below qualities: Qualifications Minimum age: 18 years High School Diploma or equivalent At least 3 years of experience in a call center environment Minimum 1 year in a customer service role Ability to multitask across multiple systems while engaging with customers Typing speed: 30-45 WPM Fluent in English (spoken and written) Proficiency with Windows PC applications and ability to learn new systems Basic knowledge of Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, SharePoint) Strong organizational and communication skills Customer-focused mindset: empathetic, patient, and responsive Reliable attendance and punctuality Strong problem-solving and decision-making abilities Ability to thrive in a fast-paced, dynamic environment Excellent interpersonal skills and team collaboration Preferred Qualifications Associate's degree or higher Experience in banking or financial services Proven data-entry and professional writing skills Bilingual in Spanish COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members. What You Can Expect from MCI: We understand the importance of balance and support, which is why we offer a variety of benefits and incentives that go beyond a paycheck. Our team members enjoy: Paid Time Off: Earn PTO and paid holidays to take the time you need. Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations and sometimes even cars! Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location. Retirement Savings: Secure your future with retirement savings programs, where available. Disability Insurance: Short-term disability coverage is available to help protect you during unexpected challenges. Life Insurance: Access life insurance options to safeguard your loved ones. Supplemental Insurance: Accident and critical illness insurance Career Growth: With a focus on internal promotions, employees enjoy significant advancement opportunities. Paid Training: Learn new skills while earning a paycheck. Fun, Engaging Work Environment: Enjoy a team-oriented culture that fosters collaboration and engagement. Casual Dress Code: Be comfortable while you work. Compensation & Benefits that Fit Your Life MCI takes pride in tailoring our offerings to fit the needs of our diverse team across subsidiaries and locations. While specific benefits and incentives may vary by geography, the core of our commitment remains the same: rewarding effort, providing growth opportunities, and creating an environment where every employee feels valued. If you're ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today! PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. CONDITIONS OF EMPLOYMENT All MCI Locations Must be authorized to work in the country where the job is based. Subject to the program and location of the position Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results. Must be willing to submit to drug screening. Job offers are contingent on drug screening results. REASONABLE ACCOMMODATION Consistent with the Americans with Disabilities Act (ADA), it is the policy of MCI and its affiliates to provide reasonable accommodations when requested by a qualified applicant or employee with a disability unless such accommodations would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodations are needed, please contact Human Resources. EQUAL OPPORTUNITY EMPLOYER At MCI and its subsidiaries, we embrace differences and believe diversity benefits our employees, company, customers, and community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, where employees are treated with dignity and respect. All employees are responsible for fulfilling MCI's commitment to a diverse and equal-opportunity work environment. MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider qualified applicants with criminal histories for employment in a manner consistent with local and federal requirements. MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, MCI's policy is to provide reasonable accommodation to qualified employees with protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works. ABOUT MCI (PARENT COMPANY) MCI helps customers take on their CX and DX challenges differently, creating industry-leading solutions that deliver exceptional experiences and drive optimal performance. MCI assists companies with business process outsourcing, staff augmentation, contact center customer services, and IT Services needs by providing general and specialized hosting, software, staff, and services. In 2019, Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa's Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI's subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times, respectively. MCI has ten business process outsourcing service delivery facilities in Georgia, Florida, Texas, New Mexico, California, Kansas, Nova Scotia, South Africa, and the Philippines. Driving modernization through digitalization, MCI ensures clients do more for less. MCI is the holding company for a diverse lineup of tech-enabled business services operating companies. MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum. ................ The purpose of the above is to provide potential candidates with a general overview of the role. It's not an all-inclusive list of the duties, responsibilities, skills, and qualifications required for the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based on your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not an employment contract, and either you or the employer may terminate employment at any time for any reason.
    $30k-45k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Marc Nascimento-State Farm Agent

    Finance service representative job in Cedar Park, TX

    Job DescriptionBenefits: Bonus based on performance Competitive salary Dental insurance Flexible schedule Health insurance Paid time off Vision insurance ROLE DESCRIPTION: As a Financial Services Rep with Marc Nascimento State Farm, 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: 2+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 63 licenses required.
    $30k-45k yearly est. 6d ago
  • Overstaff Financial Services Representative (Temporary)

    Worldacceptance

    Finance service representative job in Waco, TX

    World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go. The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance. Hourly Pay: $15 - $19 Temporary role What You'll Do: Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions. Guide customers toward upward credit mobility through responsible financial choices. Deliver top-tier customer service by assisting with questions, concerns, and available products. Process and prepare loan applications, documents, and renewals accurately. Take and process customer payments. Prepare and execute loan closings on current and renewal loans. Balance assigned cash drawer daily and ensure all transactions are accurate. Complete daily branch bank deposits and, as needed, transport funds to and from the bank. Maintain strong customer relationships and represent the company's values in every branch supported. Collaborate with Branch Managers and team members to meet performance goals. Other duties include but are not limited to: Calling approved and unmade applications to close loans daily. Supporting tax services and helping build tax clientele. Sending complete and accurate credit denial letters within 30 days from the date of application. Paying branch expenses as instructed by the Branch Manager. Travel Requirements & Coverage Area: Reliable transportation for daily travel to assigned branches and bank deposits. Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager. Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable. Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting. Experience That Will WOW Us! Demonstrated self-confidence, organization, and adaptability. A history of kindness, compassion, and helping others succeed. A mindset focused on quality, problem-solving, and openness to new ideas. Team-oriented approach - willing to pitch in, learn, and lead by example. Basic computer proficiency and comfort learning new systems. Valid driver's license and access to a dependable vehicle. Why World? Growth-minded culture: 80% of our Financial Services Representatives are promoted to management. Proven career paths: 75% of our Operations Executives began in similar roles. Community connection: Paid volunteer hours each year to give back. Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days. Work-life balance: Paid holidays, vacation time, and 401(k) with company match. Belonging & purpose: Join a team built on respect, collaboration, and genuine care. Be home for dinner: Your life outside of work is a priority. Make an impact: Help customers build stronger financial futures every day. Who Is World? Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care. Physical Demands and Working Conditions: Frequently stationary with regular movement throughout office environments. Occasional climbing, kneeling, bending, twisting, and reaching. Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force. Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. Fast-paced, high-demand environment requiring professionalism and adaptability. Frequent travel to branch locations; may include extended hours, evenings, or weekends. Standard indoor office settings with typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally. Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-19 hourly Auto-Apply 35d ago
  • Retail Business Banker

    First United Bank & Trust Co 4.6company rating

    Finance service representative job in Temple, TX

    Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Retail Business Banker SUMMARY Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions. * Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts. * Consult small business customers on business life and cash flow cycle. * Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process. * Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed. * Serve as a trainer, mentor, and coach for the small business delivery process. * Serve as customers' single point of contact on all First United Bank products and services. * Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.). * Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Follow proper procedures accurately and efficiently for all customer-servicing activities performed. * Consistently exceed performance goals and actively participate in all sales campaigns. * Coordinate team meetings and huddles related to small business strategy and execution. * Deepen and enhance existing customers relationships and develop new customer relationships. * Participate in outbound calling efforts to increase bank relationships and business opportunities. * Complete small business reviews and networking commitments as assigned. * Leads by example and serves as a role model for Tellers, Relationship Banker I and II * positions. ADDITIONAL DUTIES AND RESONSIBILITIES * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by manager. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * High School Diploma is required. Some college is strongly preferred. * Required 3 years of banking experience or relatable business acumen. * Cash handling experience is required. Technical/Functional Competencies * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization #LI-KG1 All Locations: Temple If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
    $46k-98k yearly est. Auto-Apply 60d+ ago
  • Financial Counseling Representative I

    R1 Revenue Cycle Management

    Finance service representative job in Cedar Park, TX

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, 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. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #healthcare #customerservice #financialcounseling #banking #insurance #rcm #LI-TJ2022
    $17.8-24.7 hourly Auto-Apply 60d+ ago
  • Banker

    Quality Talent Group

    Finance service representative job in Pflugerville, TX

    Job Description Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!
    $38k-77k yearly est. 6d ago
  • Financial Service Specialist

    Texell Credit Union 3.7company rating

    Finance service representative job in Georgetown, TX

    Texell, named one of the BEST credit unions to work for in the NATION by the Credit Union Journal, is seeking a Financial Service Specialist! Pay is an hourly base PLUS uncapped monthly commissions. Do you have a strong sales background and a desire to exceed monthly targets? Then this might be the role for you! We are looking for someone who loves helping others achieve their financial goals and has a natural ability to refer products and services that best fit member's needs. Texell has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, the Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the readers of the Killeen Daily Herald and the Belton Journal and consistently earns the highest five-star, superior rating for financial soundness from Bauer Financial. We're looking for someone who: Is experienced in sales! We are seeking someone who is highly motivated and goal oriented who has a desire to meet and exceed monthly sales goals! Has previous banking or credit union experience (highly preferred). Can work lobby hours with rotating Saturdays. Has been in their previous positions for 2+ years - job loyalty is important to us! Thrives in a fast-paced environment, sometimes stressful, environment. Possesses strong communication and listening skills, is assertive, and loves helping others. Has a knack for speaking over the phone (you'll be calling members on leads lists when not assisting members in the lobby). As a Financial Service Specialist, you will: Open new share accounts such as savings, checking, Certificate of Deposit, and IRA's. Assist with processing wires, card disputes, and notarizing documents. Educate members on Credit Union products and services that will benefit them financially to help them achieve their goals. Originate both secured and unsecured loans including auto, credit card, and personal loans. Successfully cross-sell additional credit union products and services to members that best suit their financial needs. Call assigned leads lists to solicit new business and lending needs. Assist members with inquiries and resolve account discrepancies as well as proactively identify problems and escalate to supervisors and management. Be proficient with Microsoft 365 products such as Outlook, Teams, and Excel. Give our members the WOW! service they deserve! We want you to know that Texell: Values its' employees, members, and communities they serve. Recognizes and rewards hard work via quarterly events such as the Annual Awards Banquet, Employee Family Day, and much more! Proudly participates in Corporate Challenge hosted each Fall with the City of Temple. Is passionate about helping those in need and volunteers for several events each month. Offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, tuition reimbursement, and paid vacation and sick time.
    $30k-44k yearly est. 2d ago
  • Member Service Representative (Full-Time) - Round Rock

    Navy Federal Credit Union 4.7company rating

    Finance service representative job in Round Rock, TX

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 115 Louis Henna Boulevard, Round Rock, Texas 78664 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** . Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned
    $30k-38k yearly est. Auto-Apply 4d ago
  • Banking/Treasury Specialist

    Waco Family Medicine

    Finance service representative job in Waco, TX

    Assists in treasury, banking, and investment functions for the organization. Prepares month end journal entries as assigned. Prepares assigned month end reconciliations within month end deadlines and ensures accurate supporting documentation. Conducts ad hoc projects to analyze financial data and track special projects. Gathering of annual audit support and workpapers. Assists with preparation of annual audit. Participates in professional development activities. Maintains strictest confidentiality. OTHER DUTIES: Provide general office support. Other duties as assigned by supervisor. PHYSICAL AND MENTAL REQUIREMENTS: Possess a valid Texas driver's license and appropriate liability insurance. Visual and auditory accuracy. Shift length - 8 hours. Indoor setting. Continuous use of computer and calculator. Long periods of sitting. Occasional use of personal car. Frequent use of telephone. Continuous repetitive grasping and manipulation of both hands. Continuous conversational communication. Occasionally reaching, walking, squatting, bending, kneeling, twisting, and climbing. Occasionally carrying, lifting, pushing, and pulling of up to 25 lbs. Occasionally working in confined, noisy, dusty areas. Memorize and retain instructions. Read and interpret detailed specifications. Qualifications REPORTS TO: Accounting Manager EDUCATION & EXPERIENCE: Required: Associate degree in accounting, finance, mathematics or related field Preferred: Bachelor's in accounting, finance, mathematics or related field SKILLS: Knowledge of accounting functions and terminology. Skill in analyzing financial data and preparing appropriate related reports. Skill in exercising initiative, judgment, discretion, and decision-making to achieve organizational objectives. Skill in identifying and resolving problems. Ability to work creatively with management and department staff to achieve objectives. Excellent verbal and written communication skills.
    $31k-48k yearly est. 1d ago
  • Animal Services Officer

    City of Leander, Tx 3.2company rating

    Finance service representative job in Leander, TX

    Performs entry-level work. Work involves protecting residents from and educating the community about stray or vicious animals and related diseases, capturing, impounding, relocating, and when necessary, disposing of animals; and maintaining records. Works under moderate supervision with expectation to ask questions and to work toward more independent use of initiative and independent judgment. Required Additional Documents Applicants will need to download the below required documents (Hiring Process Letter & Background Waiver) to be submitted with the online application: Applications without these documents will be considered incomplete and will result in disqualification. * Hiring Process Letter * Background Waiver Those forms will need to be completed, signed and notarized (where applicable), and then uploaded/attached with the application. Please do not submit other documents (including resumes, cover letters, transcripts, DD214s, etc). To submit the forms after your application has been submitted, send forms to this email address **************************. All forms need to be completed and submitted prior to the closing date. Once you have submitted all required forms, you will be sent an invitation link to create an account with Guardian Alliance; Complete the online personal history statement via the Guardian Alliance platform. You cannot proceed in the process without completing and submitting your personal history statement. A preliminary basic background check will be conducted and you will be notified if selected to continue to the physical test. Essential Duties & Required Qualifications * Patrol an assigned area for stray, vicious or injured animals and respond to citizen complaints regarding same. * Enforce laws and ordinances and protect citizens and property. * Share information and work with other law enforcement agencies as directed and appropriate. * Maintain current knowledge of applicable laws and statutes, pending legislation, and conduct research to address new issues and their impact. * Work shift as assigned. * Maintain 24 hour on-call status as assigned. * Maintain vehicle and equipment in accordance with state regulations. * Assist with maintaining up to date registration of animals. * Issue warnings and citations. * Conduct animal bite investigations and place animal into quarantine. * Pick up live and dead animals to keep the city free of road obstructions, health hazards, and stray animals. * Process and submit animals for rabies testing, including the decapitation of animals as necessary. * Proceeds with legal action against violators and testify in court in animal related cases. * Employees are required to work on call and overtime as the need arises, may have to answer subpoenaed appearances in court on employee's day off or before and/or after a regularly scheduled work shift. * May perform other duties as assigned. Required Education and Experience: * High school degree or its equivalent. Required Certificates and Licenses: * Valid driver's license from any state. Must be able to obtain a Texas driver's license within 90 days of hire. Approximately 60% driving time in city vehicle. * Complete basic animal control course within 12 months of employment. * Maintain required continuing education hours required the Texas Department of State Health Services. * Maintain rabies vaccination or current "titer." Preferred Education and Experience: * Six months to twelve months related experience. Knowledge, Skills & Abilities * Knowledge of city departmental policies and procedures. * All appropriate applicable state; and local laws; city ordinances * Use and care of vehicles, and specialized facilities and equipment. * Skill and ability to establish and maintain effective working relationships with other law enforcement agencies, judicial officials, and the public. * Analyze situations and adopt a quick, effective, and reasonable course of action. * Communicate effectively, both orally and in writing. * Perform computer tasks effectively and maintain acceptable operational knowledge of standard software programs utilized by the department to prepare required reports. * Maintain appropriate necessary certifications. * Ability to operate animal services vehicles, police radio, first aid equipment, animal services tools and equipment, and other equipment as required. * Limited agility exam, normal speech, normal or corrected vision, and normal or corrected hearing. Physical Demands & Additional Information Physical Demands: While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear and taste or smell. The employee must regularly lift and/or move up to 50 pounds, and occasionally lift or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Working Environment: While performing the duties of this job, the employee is regularly exposed to wet and/or humid conditions; moving mechanical parts; high, precarious places; fumes or airborne particles; toxic or caustic chemicals; extreme cold; extreme heat; risk of electrical shock; explosives; risk of radiation and vibration. The noise level in the work environment is usually loud (moderate, loud, very loud). The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified in this position. Your well-being and that of your family matters to you, and so it's important to us too. To support you and your loved ones through life's many challenges, we offer our full time employees access to a wide array of benefits including health, dental, vision, life, disability, accident, cancer, flexible spending accounts, health savings accounts, employee assistance, paid holidays, paid sick leave, paid emergency leave, longevity pay, golf course discounts as well as generous retirement and deferred compensation programs and social security participation. Medical We offer two types of medical plans (a traditional PPO plan and a high deductible health plan) so that you can choose the one that best fits your needs. The premium you pay is based on which plan you select and who you cover. Covering just yourself? The City currently pays the entire employee-only premium for either plan. Covering qualified dependents in your family? Currently, we'll pay your employee premium and split the remainder of the spouse/child/family premium with you - we pay 60%; you pay 40%. That generous cost share reflects our philosophy that our employees and their families should have the best health care we can afford to provide. Dental Dental plans include a DMO option (no cost for employee-only coverage) and two more traditional plans whose premiums are also affordable. You can choose to cover yourself or any qualified dependents and choose which plan best suits your dental needs. Currently, for the DHMO option, we pay the employee premium and split the remainder of the spouse/child/family premiums with you - we pay 50%; you pay 50%. Under the more traditional plans, although we don't pay the entire employee-only premium, we still split the incremental dependent premiums with you 50/50. Vision Access to $10 eye exam co-pays and up to $150 frame and contact lens allowances make vision insurance a popular benefit among employees. Cover yourself for just a few bucks a pay period or all of your qualified dependents for not much more. Life/AD&D Your basic employee $15,000 term life insurance policy is paid for by the city. Accidental Death & Dismemberment under the plan would pay an additional $15,000 to your beneficiary if you die in an accident. More life insurance coverage is paid for by the City and provided through our Texas Municipal Retirement System (TMRS) program. If that's still not enough coverage, you can purchase more life/AD&D coverage for yourself and your qualified dependents. Over the age of 65? These coverages are subject to an age reduction schedule. Disability Both short and long term disability plans which provide up to 60% income replacement are available to purchase at competitive rates. Accident & Cancer Need extra coverage for off-the-job medical injuries or a cancer diagnosis? Supplemental plans that pay cash for some of life's most unexpected events are available for purchase. Flexible Spending Accounts (FSA) Want to set aside some pre-tax dollars for health care expenses or dependent care expenses? If you select the traditional EPO medical coverage, you can set aside pre-tax money for medical expenses through the City's Section 125 medical FSA plan, which is managed by an outside carrier. You can do the same for dependent day care expenses, regardless of which medical plan you select. Health Savings Accounts (HSA) The high deductible health care plan has its own provisions for pre-tax health savings (HSA) so you can set aside money for your qualified health care expenses. The City will add $1000 to your health savings account to get you started each plan year. Employee Assistance Program We know that sometimes your needs are much different than a doctor visit or a prescription, so the City pays for a generous employee assistance program through Alliance to help you or any household member with counseling, legal referrals or simply a safe ride home. Holidays The City has thirteen designated holidays each year. Vacation Leave Most full time, regular employees (excluding firefighters on a 24 hour shift schedule and department heads) accrue 3.69 hours of vacation time each pay period and are eligible to use that time after just six months of employment. The longer you work for the city, the more vacation time you receive, with those accrual rates going up at 4, 9 and 14+ years of service. Never use your vacation time? Don't worry; you can bank up to two times your annual accrued hours before you stop accruing. Sick Leave As a full time regular employee (excluding firefighters on a 24 hour shift), you accrue 3.69 hours of sick leave each pay period, which you are eligible to use after your first pay period with the city. You can also continue to build your sick leave balance up to 480 hours for those unexpected emergencies. Longevity Pay Regular full-time employees after they've been employed for one year or more are eligible for an annual payout of $5 for every month of City service. So, while that first year $60 check might not seem like a ton of money, that $1500 check (minus taxes of course) for your 25 years of service which is paid around Thanksgiving will likely help you feel very thankful for a little extra cash for Christmas shopping. Retirement All regular full-time employees participate in our Texas Municipal Retirement System (TMRS). Your 7% investment each payroll period is matched 2 to 1 by the City and is vested at 5 years. You can retire at age 60 with 5 or more years of service or younger if you have at least 20 years of service. You can also receive service credit for certain types of military service. The City's TMRS plan is one of the most generous retirement plans around. Deferred Compensation If saving 7% with a 2 to 1 match through TMRS isn't enough to meet your financial goals, you can stash even more on a pre-tax basis through the City's 457 plan. Start or stop saving at any time - up to $18,000 annually if you're under 50, and up to $24,000 if you're older. Social Security City of Leander employees also participate in the social security system under FICA regulations. Golf Course We have a gorgeous golf course. Want to learn how to play? As a City employee you can play for 50% off. Check it out! 01 Do you currently have any outstanding warrants? * No * Yes 02 Have you ever been convicted, plead guilty (nolo contendere), or received court-ordered community service/probation or deferred adjudication for a Class A misdemeanor or a felony? * No * Yes 03 Have you during the last ten (10) years, been convicted, plead guilty (nolo contendere), been on community service/probation or deferred adjudication for a Class B misdemeanor in this state, other state, or while serving in the military. * No * Yes 04 Have you ever been convicted, plead guilty (nolo contendere), been on community service/probation or deferred adjudication for in any court for an offense involving family violence? * No * Yes 05 Have you engaged in the use of marijuana, within the three years preceding the application submittal, except under the care of a physician? * Yes * No 06 Have you ever had Involvement in the illegal delivery or furnishing of any controlled substance or drug to another and received payment? * No * Yes 07 Have you engaged in the use of any drug, narcotic, or controlled substance, not including marijuana, within the past 5 years, except under the care of a physician? * No * Yes 08 In the last 3 years have you had more than 5 moving violations, preventable collisions, or a combination of each? * No * Yes 09 In the last 5 years have you been convicted of reckless driving? * No * Yes 10 In the past 3 years has your driver's license been suspended? * No * Yes 11 Do you have a valid, current, Driver's License? * Yes * No 12 Have you graduated high school or the equivalent? * Yes * No 13 Have you purchased any controlled substances (not prescribed) in the last 10 years? * Yes * No 14 Do you acknowledge understanding that additional documents (referenced in the job posting) need to be submitted with the application? * Yes * No 15 Have you read and understand the entire job description and what is involved for this position? * Yes * No Required Question Employer City of Leander Department Police Department Address 705 Leander Dr Leander, Texas, 78641 Phone ************** Website ***********************************************************
    $24k yearly 1d ago
  • Member Services Representative

    Prokatchers LLC

    Finance service representative job in Temple, TX

    Job Title : Member Services Representative (Healthcare) Duration : 3 Months - Temp to Perm Education : HS Diploma / GED Shift Details : 7:00 AM - 7:00 PM Specific Skills : Communicate health plan policies, procedures, and services to members Answer inbound calls while meeting call handling and quality metrics 80% of calls answered within 30 seconds Call abandonment rate under 5% Average hold time not to exceed 2 minutes Serve as the first point of contact for benefits, premiums, and basic enrollment inquiries Verify and update member demographic information in plan systems Resolve member concerns efficiently and prevent escalation Access appropriate resources to provide accurate benefit information Accurately document all member interactions according to department standards General Description: The Member Customer Advocate serves as the primary point of contact for health plan members. Under general supervision, this role provides accurate information regarding benefits, policies, payments, and enrollment while delivering excellent customer service and first-call resolution in a fast-paced, call-center environment.
    $24k-36k yearly est. 4d ago
  • Personal Banker

    First Convenience Bank

    Finance service representative job in Round Rock, TX

    Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
    $32k-41k yearly est. 3d ago
  • Private Banker - Temple/Bell County

    Extraco Banks, N.A 3.8company rating

    Finance service representative job in Temple, TX

    Extraco Banks is seeking a Private Banker to join our Private Banking team. This position is located on site in Temple, Texas. Summary: Private Banking is responsible for developing, managing, and retaining full personal relationships with high income/high net worth Private Banking Clients. The Private Banker will provide banking strategies, advice, solutions, and a high level/high touch experience that is customized to meet the financial needs of Private Banking clients. The Private Banker is trusted with developing and maintaining client relationships as the primary point of contact by engaging the resources of other parts of the organization to provide meaningful and personalized service Essential Duties and Responsibilities: Establish and maintain strong relationships with existing Premier Banking clients, serving as their primary point of contact for all banking needs. Identify and develop new relationships of potential Private Banking Clients both internal and external to the bank. This will include developing relationships through referrals from clients, Center of Influences, personal community involvement, internal partners, and mining for prospects in the existing Customers. Profile across the full spectrum of the needs of Private Banking segments and provide tailored advice in collaboration with internal stakeholders. Utilize planning capabilities and develop solutions across consumer lending, deposit, investment, and all other appropriate services. Work closely with the Private Banking Manager to develop, design, and create new and existing product enhancements that will contribute to the growth of the Private Bank and its customers. Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank's goals are achieved. Identify additional opportunities from existing Clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. Manage relationships and a portfolio of Clients by planning, delivering, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates an extraordinary experience. Facilitate financial needs assessment review with clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. Ensure that the proposed solutions maximize the clients' goals and objectives. Coordinate commercial, consumer and other loan requests through established processes. Ensure that relationship/product growth plans have been developed in collaboration with the Director of Private Banking, and are implemented. Develop detailed knowledge of products and services offered by Extraco Corporation including commercial loans, consumer loans, depository accounts, consulting, etc. Prepare and deliver presentations to clients on various financial topics. Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics. Participate in community events and activities to promote the bank and build relationships with potential clients. Keep up-to-date with industry trends and regulations, and ensure compliance with applicable laws and regulations. May work on projects with limited complexity in a support or advisory role. Performance Measurements Functions and banking services are effectively performed and completed in accordance with established Extraco policies, procedures and legal and regulatory requirements. Documents and reports are completed accurately, efficiently and in a timely fashion. Good working relationship/partnerships exist with Extraco personnel, management, customers, and vendors. Adheres to prescribed KPI goals including but not limited to new business acquisition, product, deposit, loan growth, Client satisfaction, and Client retention. QUALIFICATIONS EDUCATION/CERTIFICATION Bachelor's degree in Business preferred, or equivalent work experience SKILLS/ABILITIES Strong relationship management and team building skills; views team concept as critical to model. Effective oral and written communication skills. Good communication and public relations skills. Ability to cooperate with and assist others both externally and internally. Good organizational and time management skills with ability to handle multiple tasks under tight time frames. Goal-oriented and driven to achieve individual and team objectives. Attention to detail and accuracy. Understanding of banking regulations and compliance requirements. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to accept instruction, prioritize and follow through on work assignments. Ability to write reports, business correspondence and procedural manuals. Ability to calculate figures such as interest, ratios, loan growth, and percentages. Ability to operate modern office equipment and software.
    $56k-99k yearly est. 60d+ ago
  • Financial Services Representative

    Worldacceptance

    Finance service representative job in Temple, TX

    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 - $18 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.
    $15-18 hourly Auto-Apply 25d ago
  • Member Service Representative (Full-Time) - Round Rock

    Navy Federal 4.7company rating

    Finance service representative job in Round Rock, TX

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 115 Louis Henna Boulevard, Round Rock, Texas 78664 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** . Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned
    $30k-38k yearly est. Auto-Apply 4d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Killeen, TX?

The average finance service representative in Killeen, TX earns between $25,000 and $54,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Killeen, TX

$37,000

What are the biggest employers of Finance Service Representatives in Killeen, TX?

The biggest employers of Finance Service Representatives in Killeen, TX are:
  1. World Finance
  2. First National Bank Texas
  3. Alan Cox-State Farm Agent
  4. Onemci
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