Finance service representative jobs in Mansfield, TX - 3,737 jobs

The CSAT Agent safeguards customer satisfaction during circuit discontinuance and migration activities across designated wire centers. You will proactively communicate, capture feedback, resolve issues, and drive CSAT improvements throughout the transition, partnering closely with Engagement Managers, Fulfillment Executors, and Data Analysts. The objective is to ensure continuity of service, transparent communication, and optimal customer satisfaction during migrations and disconnections. CSAT measurement & improvement: Run structured CSAT touchpoints (surveys, callbacks), log qualitative comments, and convert feedback into improvement actions. Collaborate with Data Analysts to segment dissatisfaction drivers and publish weekly insight summaries to pod leadership. Stakeholder collaboration Work hand‑in‑hand with Engagement Managers and client sales teams to align messaging and resolve customer concerns quickly. Maintain accurate case notes and status in program trackers/dashboards; contribute to governance and reporting cadences. Compliance & documentation Adhere to AT&T standards for data accuracy, privacy, and communication records; ensure inventory disposition is reflected in the systems of record. Outcomes & KPIs (program‑aligned) Customer Satisfaction (CSAT): Achieve/maintain target CSAT for migration interactions; reduce escalations week‑over‑week across pods. (Program emphasis on “optimal customer satisfaction.”) First‑Contact Resolution (FCR): Resolve defined classes of issues without handoff; hit FCR targets agreed in pod runbooks. Communication Quality: 100% adherence to approved outreach scripts and compliance requirements; zero privacy incidents. Data Hygiene: 100% accurate case logging and disposition updates in trackers/dashboards. Qualifications: 2-4 years in customer success, enterprise care, or telecom migration projects with measurable CSAT outcomes. Excellent verbal/written communication; ability to simplify complex migration steps for enterprise stakeholders. Experience with ticketing/CRM tools and structured survey/feedback collection. Salary Range: $40,000 - $55,000 per year

🔍 Customer Service Representative (Inside Sales) 📍 Plano, TX 💼 Full-Time 💰 Competitive Salary + Full Benefits + Career Growth 🚀 Why This Role Matters We are partnering with a respected, long-standing manufacturer in the infrastructure and engineered products sector. This role is central to customer experience and sales execution-serving as the primary link between clients, sales teams, and operations from initial quote through final delivery. If you excel in fast-paced, detail-focused environments and enjoy blending customer interaction with internal collaboration, this is your opportunity to grow into a key commercial role within a stable and growing organization. 🔍 What You'll Be Doing Prepare and issue customer quotes; review purchase orders for accuracy Be the primary point of contact for customer inquiries and sales support Manage the full order lifecycle-scheduling, changes, and shipment notifications Maintain customer records and log interactions in CRM/ERP systems Track orders, resolve service issues, and support Outside Sales teams Cross-train in order fulfilment to provide team coverage as needed 🧠 What We're Looking For High school diploma or equivalent; Bachelor's in Business or related field preferred 3+ years in Inside Sales, Customer Service, or a similar client-facing role Experience in infrastructure, engineered products, B2G, or project-based sales is a plus Strong skills in quoting, pricing, and order management Proficiency with ERP systems and Microsoft Office (NetSuite experience preferred) 📈 Career Progression This role is designed for growth. You'll gain exposure to sales, operations, and product management, with a clear path to advance into senior inside sales, account management, or sales support leadership. 🎁 What We Offer Competitive salary based on experience Comprehensive health & benefits package Hybrid/office-based flexibility depending on business needs Ongoing training and professional development Long-term career opportunity in a stable, essential industry Submit resume to ****************************

Fulltime onsite role in Irving Texas with no nights or weekends! Member Service Specialist/Healthcare Customer Service Notes: 2 years of customer service experience in healthcare insurance or related in call center environment or high volume inbound call setting. Job description: The Member Services Specialist serves as a frontline ambassador for the health plan, delivering high-quality, resolution-focused support to members, providers, and brokers across multiple lines of business. As the initial point of contact, this role extends beyond basic call handling-Specialists are trained to navigate the foundational pillars of our healthcare offerings, including the Health Exchange, US Family Health Plan, and NCHD, with a strong emphasis on first-call resolution. Specialists develop working knowledge of benefit structures, assist callers with portal navigation and access, and begin interpreting claims activity to support both member and provider inquiries. This position blends customer service excellence with technical skill-building, offering exposure to internal systems, regulatory protocols, and cross-functional workflows. Specialists are expected to gain proficiency in core platforms used for eligibility verification, claims review, and member account management (e.g., HSP, HPS, HealthTrio). All interactions must be documented with a clear and concise recap of the call's purpose (Must pass National and Federal background check and Education verification -HS Diploma/GED minimum)

The Global Medical Products and Distribution ("GMPD") segment, focuses on U.S. and International Products and Distribution businesses. We offer industry expertise and an expanding portfolio of safe, effective medical products that improve quality, manage costs and reduce complexity. With our trusted regulatory experience, insights, and infrastructure, we help manufacture and source medical products that meet the demand for value-driven, comprehensive healthcare solutions. We offer surgical kits and accessories designed specifically for the operating room to help create a more efficient OR supply chain, with kits & supplies covering a wide selection of procedures. **Job Summary** The **Sales Representative** , **OR Products, "Specialist"** drives revenue and profitability in their territory. They accomplish this through products, solutions and clinical insights to the acute care hospital marketplace. Focus areas will include driving new business as well as increasing penetration in existing accounts. The OR Product portfolio includes Presource procedural packs & solutions, surgical gloves, surgical drapes, surgical gowns, OR positioners, topical skin adhesives, fluid management and more. This highly visible position, reporting directly to the Region Sales Director, Specialty Products is responsible for meeting and exceeding sales goals by advancing high quality consultation utilizing a solution-based sales model. **Territory:** Ideal candidate location is in/around the Dallas/Ft. Worth Metroplex. Territory includes but is not limited to Dallas, Fort Worth, Texoma, Waco. This is a field-based role. **Responsibilities** + Drive strategies to achieve sales goals across dedicated product categories within assigned geography + Proactively identify, qualify, and execute effective sales opportunities focused on retaining current and new customers while understanding the market landscape + Manage multiple projects simultaneously, maintain accurate records, and effectively organize and prioritize workload to meet deadlines in a fast-paced environment + Effectively utilize and update sales tools to accurately address trends in existing base of business, create call strategies, and to manage territory and strategic business plans with adherence to required activity level + Build consultative relationships with external customers such as clinicians, supply chain partners, and GPO partners as well as internal stakeholders like marketing and customer service + Champion a positive and inclusive work environment by actively participating in team activities, promoting open communication, and fostering a culture of respect and collaboration + Demonstrate mastery of all products and sales applications. Complete conversions and in-servicing, which includes demonstrating product applications, functionality and use + Assist customers with inventory and other related service inquiries + Complete all administrative requirements in a timely and comprehensive manner (expenses, compliance, salesforce.com, as directed) **Qualifications** + Bachelor's Degree or relevant experience preferred + Experience in sales, account/relationship management, or customer success preferred + Strong written and verbal communication skills including active listening, experience in developing and delivering presentations to both small and large groups + Self-motivated and proactive with a strong work ethic and a willingness to take initiative + A critical thinker with a problem-solving attitude, consistently seeking opportunities to improve processes and resolve issues efficiently + Possesses a resilient and confident attitude, with the ability to overcome obstacles and maintain a positive outlook + Technology proficiency with CRM software such as Salesforce and Microsoft Office Suite + A valid driver's license issued in one of the 50 States with a clean driving record + Ability to travel up to 50% within territory including overnight stays + Customer/Vendor credentialing is required (this may include vaccinations). More details will be provided if you are selected for an interview **Anticipated pay range:** $125,000 - $155,000 (includes targeted variable pay) **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/09/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

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

HilltopSecurities is looking to hire a Public Entity Finance Services Sales Representative for our Public Finance team in Dallas Texas. The Public Entity Finance Services Sales Representative is responsible for distribution of our suite of Asset Management products and other company services to cities, school districts, counties, and other government entities. The representative will solicit participation from prospective entities and increase participation from current government clients within a specific assigned geographical territory. Bachelor's degree or equivalent work experience FINRA License Series 7 is REQUIRED. Series 66 is highly desired or able to obtain within 90 days of hire. Demonstrated success in financial services/products sales. Experience in working a specific sales territory with travel involved Knowledge and sales experience in banking, financial services or fixed income investments is strongly desired Accustomed to working in a fast-paced, team-oriented environment and have the ability to prioritize multiple tasks while meeting deadlines. Must be able to meet production quotas with minimal supervision Strong communications skills, both oral (including presenting to groups) and written and effective interpersonal skills and organization. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); knowledge of Salesforce is a plus but not required Sells products by personal visit and phone calling program along with presentations or attendance at prospective clients governing board meetings when requested (occasional participation at school board or city council meetings may be outside of traditional work hours), Maintaining relationships with existing clients to retain and grow their business with the firm Representing the department at participant organization conferences by staffing exhibit booth and attending other conference events. Travel to meet with prospective and existing participants - at least 50% of the time; much of it will be day travel. Overnight travel is also required when seeing out of town clients or attending conferences (typically 4-8 nights per month) Working with prospective clients to obtain enrollment documents to participate in the investment pools or other HTS products Working with existing clients to expand their participation in the investment pools or other HTS products Utilize a combined focus of phone and email activities along with in person/virtual visits and conferences to meet or exceed established sales goals, quotas, targets, and objectives. Prepare weekly status reports for their territory for Department Manager File personal expense reports Other functions as needed.

Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more. SUMMARY: The role of a Gold and Bullion Trader is responsible for buying and selling gold, silver, platinum, and other precious metals in the global market. The primary responsibility is to manage and expand the company accounts and portfolios by buying, selling, and trading from a selection of coins and metals. LOCATION: South of Dallas/Fort Worth International Airport, NW corner of W. Airport Freeway (Hwy. 183) and Valley View Lane BENEFITS: Medical, Dental, Vision coverage Paid time off 401k savings plans COMPENSATION: Commensurate based on experience. ESSENTIAL DUTIES & RESPONSIBILITIES: Monitoring market trends and making informed trading decisions based on market analysis. Executing trades and managing risk by hedging against market volatility. Maintaining relationships with existing accounts, and prospecting for new accounts. Requirements EDUCATION & EXPERIENCE: Solid understanding of the global precious metals market Excellent analytical and interpersonal skills A proven track record of success in a similar role Bachelor's degree in finance, economics, or a related field is often preferred. Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE

Job Description Step into the role of a Financial Services Representative with NYL - DFW, where your career growth is our top priority. You'll join a respected organization known for excellence in the insurance and financial industry. With our comprehensive training, extensive resources, and continuous support, you'll have everything you need to thrive. We're committed to helping you build strong, trusted relationships with your clients, guiding them toward confident, secure financial futures. Here, you'll provide exceptional service, ensuring your clients receive the best guidance and solutions. Our competitive compensation structure and clear paths for career advancement empower you to grow both personally and professionally. You'll be part of a team that values your success and encourages you to make a meaningful impact in others' lives. Together, let's create a strong financial future for you and your clients. 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.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. In this role you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client dialogue. As a Banker Associate in Middle Market Banking and Specialized Industries, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. You will be responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client dialogue. You will have the opportunity to work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, exhibiting a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to propel new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills This role is not eligible for employer sponsored immigration support of any kind. This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is not eligible for employer sponsored immigration support of any kind.

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

Senior Wealth Strategist opportunity in Texas to join established Wealth Planning Team at top-tier financial services firm. Serve as subject matter expert for Financial Advisors and their HNW/UHNW clients on complex estate, gift and charitable planning Provide consultation on business succession planning, multi-generational planning, and concentrated equity positions Maintain extensive client contact through personal meetings alongside Financial Advisors and collaboration with clients' external legal and tax advisors Play a key role in integrating wealth planning as a core part of the client relationship JD required with 7+ years' wealth planning experience Opportunity available in Dallas or Houston

FINANCIAL SERVICES REPRESENTATIVE (PART-TIME) We are hiring customer service representative to support inbound and outbound customer service projects for Finacial Services clients. We are seeking qualified professionals who will work to ensure our organization is providing world class service to our members, employees, and our communities. In this role you will work directly with bank customers providing product and account information, resolving customer issues, and answering customer questions regarding bank processes. Candidates should have excellent communication skills, willing to learn on the job, and be highly reliable. To be considered for this position, you must complete a full application on our company careers page, including screening questions and a brief pre-employment test. -------------- POSITION RESPONSIBILITIES WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO? This position supports customer service for bank customers. This role requires you to interact with hundreds of customers each week across the country to resolve support issues and ensure a best-in-class customer experience. You will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day. Essential Duties Handle inbound customer calls in a courteous, timely, and professional manner - including email and live chat Listen to customers, understand their needs, and resolve customer issues Escalate customer issues to the appropriate staff and managerial for resolution as needed Ensure first call resolution through problems solving and effective call handling Follow the processes of the Client program and perform all tasks in a courteous and professional manner Utilize knowledge base and training to accurately answer customer questions Create and maintain customer CRM records with accurate call details Accurately document call resolution in appropriate systems Strictly follow client process for handling financial issues and inquiries Comply with requirements surrounding confidential information and personal information Follow all required scripts, policies, and procedures Adhere to all attendance and work schedule requirements including all scheduled training CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT? We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. This position relies on building relationships and turning the knowledge you gain in training into customer wins. Ideal candidates for this position are highly motivated, energetic, and dedicated. Qualifications Must be 18 years of age or older High school diploma or equivalent Excellent organizational, written, and oral communication skills The ability to type swiftly and accurately (20+ words a minute) Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) Basic understanding of Windows operating system Highly reliable with the ability to maintain regular attendance and punctuality The ability to evaluate, troubleshoot, and follow-up on customer issues An aptitude for conflict resolution, problem-solving, and negotiation Must be customer service oriented (empathetic, responsive, patient, and conscientious) Ability to multi-task, stay focused, and self-manage Strong team orientation and customer focus The ability to thrive in a fast-paced environment where change and ambiguity prevalent Excellent interpersonal skills and the ability to build relationships with your team and customers Preferred (Not Required) One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment State or Federal work experience 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.

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 DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Ray Givens - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary of 40K plus commission/bonus Paid time off (vacation and personal/sick days) Group Health Plan with Vision & Dental Growth potential/Opportunity for advancement within my office

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

is located in the Bedford branch, inside our Headquarters building. Work hours: Monday - Thursday 8:45am - 5:30pm, Friday 8:30am - 6:30pm, and 2 Saturdays per month 8:30am - 12:30pm. Summary: Financial Services Representative duties include opening new accounts, establishing IRAs, issuing ATM/debit cards, cross-selling credit union products and services, and assisting members with lending services (providing general lending information to members, taking loan applications, and preparing loans for credit approval and disbursal). Requirements: Candidates must have excellent customer service abilities. A minimum of 1-year recent financial institution experience is required, preferably in a credit union. Necessary skills include knowledge of basic office functions: IT skills (maneuvering around Windows, browser-based programs, email); strong time management and organizational skills, attention to detail, and the ability to communicate with tact and professionalism. Experience with XP2 and/or Meridian Link is helpful. Additional Information: This position may be required to float to other branches when necessary, as determined by Operations management. Candidates must be willing to commute to other locations as needed, and have reliable transportation. When the work location is a branch other than the Headquarters office, mileage will be reimbursed according to company policy. Benefits: Full Benefits Package including medical, dental, and vision coverage; paid vacation, sick and holidays; 401(k) Program, Employee Assistance Program, and business casual dress.

Job Description The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations. The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Essential Functions: New Accounts Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank. Responsible for maintaining current knowledge of bank products and services offered. Open new accounts and service existing accounts for personal and commercial customers. Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.) Update customer files, signature cards, resolutions, etc. for bank records. Screen personal account holders via ChexSystems. Screen commercial accounts via FIS eAccess/ChexSystems online Process ATM/Debit Card and check order requests. Establish and reset online banking access through NetTeller. Cross-sell bank products and services to new and existing bank customers. Open, close and service certificate of deposits for personal and commercial customers Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. Establish and update new account files. Maintain daily rate sheet. Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Teller Line Maintain and operate a teller cash drawer. Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. Process loan payments. Issue Cashier's checks and money orders. Keep records of money and negotiable instruments as required per banking regulations. Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. Answer general account questions for bank customers. Cross-sell bank products and services. Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS. Balance cash drawer at the close of the business day. File all proof work at the close of the business day. Safe Deposit Box: (if applicable at your assigned branch location) Open and close safe deposit boxes via FIS. Establish and update safe deposit box account files. Prepare new and updated safe deposit box contracts. Allow access to Safe Deposit Box Vault to customers. Complete entry tickets for customers accessing box and enter the data into FIS. Maintain current job knowledge and adhere to all bank policies and procedures Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper Bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred. Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs. *******************************************************

Step into the role of a Financial Services Representative with NYL - DFW, where your career growth is our top priority. You'll join a respected organization known for excellence in the insurance and financial industry. With our comprehensive training, extensive resources, and continuous support, you'll have everything you need to thrive. We're committed to helping you build strong, trusted relationships with your clients, guiding them toward confident, secure financial futures. Here, you'll provide exceptional service, ensuring your clients receive the best guidance and solutions. Our competitive compensation structure and clear paths for career advancement empower you to grow both personally and professionally. You'll be part of a team that values your success and encourages you to make a meaningful impact in others' lives. Together, let's create a strong financial future for you and your clients. 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

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 Bilingual Preferred (Spanish) 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.