Finance service representative jobs in McKinney, TX - 1,650 jobs

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr

Responsible for creating the first and last impressions of The Apex Centre experience for Members and Guests by providing warm welcomes, magic moments, and fond farewells who enter and leave the facility. Essential Functions/ Knowledge, Skills, & A Customer Service, Seasonal, Event, Service, Retail, Skills

The Customer Service Representative I (CSR) is responsible for retaining existing relationships and establishing new deposit accounts in accordance with branch goals. The CSR is also responsible for promoting and cross-selling bank products and services. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Open new accounts including checking, savings, CDs, IRAs and other products Offered by the bank. 2. Complies with all applicable regulations, policies and procedures. 3. Assess customer needs and cross sell appropriate products and services. 4. Functions as Teller, Sr. Teller or Teller Supervisor as needed. 5. Supports attainment of branch goals. 6. Refers new business to company subsidiaries, such as insurance, mortgage and brokerage. 7. Resolve customer concerns and ensure effective and long term problem resolution. 8. Develops and builds customer loyalty. 9. Follows up on referrals made by other team members. 10. Assists with loan origination and processing as needed. 11. Answers customer inquiries relating to products, rates and services. 12. Provides ancillary services such as notary services. 13. Responsible for tracking and monitoring of all required documentation. 14. Maintains positive, friendly and professional attitude and appearance. 15. Adheres to work schedules. 16. Completes required BSA/AML training and other compliance training as assigned. 17. The ability to work in a constant state of alertness and in a safe manner. 18. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations. CRITICAL THINKING SKILLS Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS None PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Some outside banking related courses preferred. SOFTWARE SKILLS REQUIRED Intermediate: Spreadsheet Basic: 10-Key, Payroll Systems, Word Processing/Typing WORKING CONDITIONS Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks. While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl; an. The employee must frequently lift and/or move up to 50 pounds; regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. ADDITIONAL INFORMATION - Demonstrated sales ability a plus - May be required to work an alternative location within the region or market Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment 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.

🔍 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 ****************************

Our Customer Experience team plays a critical role in identifying pain points, solving issues, and continuously improving the customer journey. As a Customer Operations Representative, you'll go beyond just advocating for customers-you'll be a problem solver, process optimizer, and data-driven decision-maker. This role is all about identifying friction points, analysing root causes, and driving meaningful improvements across customer service operations and the broader customer journey. You'll collaborate with cross-functional teams, dive deep into data, and implement process changes that make a measurable impact on customer satisfaction, efficiency, and retention. This hybrid role offers a mix of in-office collaboration and remote flexibility (3 days in office). Training is conducted in-office to set you up for success, build connections, and immerse you in the client culture. Key Responsibilities: Be a Customer Advocate & Problem-Solver: Handle inquiries via phone, email, or chat with urgency and precision, ensuring every interaction is customer-first and solution-driven. Diagnose and Troubleshoot Like a Pro: Use critical thinking and technical insight to identify challenges, uncover root causes, and deploy effective solutions. Leverage Technology to Drive Automation: Identify repetitive manual tasks and recommend automation strategies to streamline workflows and eliminate inefficiencies. Think Ahead & Improve the Experience: Spot trends in customer issues and proactively create solutions that enhance the overall support experience, reducing future contacts. Master Multiple Platforms & Data Tools: Navigate multiple applications (Zendesk, CRM, order management systems) with ease, ensuring accurate documentation and data-driven decision-making. Collaborate & Innovate: Share insights with product, engineering, and operations teams to improve processes and remove friction-driving faster, smarter service. Qualifications: 1+ years of customer service experience in a fast-paced, high-tech, or automation-driven environment. Bachelor's degree in Business Administration, Communications, or a related field. Proven problem-solving skills, with experience in troubleshooting, root cause analysis, and process optimization.

The Customer Service Associate is responsible for assisting customers with any troubles or inquiries that they might have. Often, customer service associates help customers over the phone or via email, but they may also deal with customers in person. Customer Service, Customer Service Representative, Office Manager, Representative, Community Manager, Retail, Property Management

Caliber Collision has an immediate job opening for a Customer Service Representative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customer service to internal and external customers, monito Customer Service Representative, Customer Service, Representative, Retail, Service

Your Opportunity Customer Service Representative (Bilingual) Titlemax Lewisville, TX As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on! What We Offer Compensation The hourly wage for the position is $14.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What You'll Do - Essential Duties and Responsibilities Connect with customers to cultivate lasting relationships that drive repeat business. Review, validate, and process customer transactions with accuracy. Maximize customer success by offering personalized financial services that fit their lifestyle. Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system. Build new business by completing daily call campaigns. Assist in customer account management and collections by accepting payments and managing customer appointments. Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events. Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed. Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations. Engage in ongoing training and stay current on product and process changes. Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week. Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. What We're Looking For - Qualifications and Skills A high school diploma or equivalent. Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues. Meticulous attention to detail and ability to accurately enter data. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Experience in check cashing, document verification, and/or money order processing. Prior cash handling, cash drawer/vault management experience. Bilingual (English/Spanish) is a required for certain locations. Workplace Awards & Recognition We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the "Company") uses artificial intelligence ("AI") tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer. #INDMGR

Type: Contract to Hire We are seeking a Technical Customer Service Representative to support proprietary technology platforms and deliver an exceptional, white-glove customer experience. This role blends technical troubleshooting, customer support, and detailed review of home inspection data. You will help guide users through setup, connectivity, and product usage while ensuring accuracy and professionalism across every interaction. Responsibilities Conduct digital quality assurance on self-guided home inspections: review photos, validate details, and identify issues. Guide customers through virtual or phone-based home inspections step-by-step. Assist users with installation, setup, WiFi connection, app usage, and sensor connectivity. Troubleshoot issues such as device pairing, alerts, and connectivity problems. Document calls, resolutions, and inspection findings to support process and product improvements. Make proactive outreach calls to improve product adoption and customer satisfaction. Maintain clear, professional communication via phone, email, and text. What We're Looking For High School Diploma or GED required; bachelor's degree preferred. 1+ year of experience in technical support, help desk, call center, or field service. Experience troubleshooting mobile devices, WiFi connectivity, or IoT/smart-home systems. Strong communication skills and problem-solving ability. High attention to detail and ability to thrive in a fast-paced environment. Customer-first mindset, proactive attitude, and willingness to learn. Ability to work onsite with flexibility across different shifts. Why This Role Is Great Collaborative, dynamic environment. Opportunities for professional growth, including training and advancement into tech support, product specialist, or leadership roles. Direct exposure to innovative technology and hands-on product improvement.

Solo Stove's busy season is right around the corner, and we're gearing up to bring on some extra hands in Customer Service. We have both full-time and part-time positions. Employment Dates: Start: October 20 or 27, 2025 End: Approximately December 31, 2025 You must be available to work November 28, 29, December 1 (we closed on Thanksgiving and Christmas). Work Schedule: * Full-Time: 9-hour shift with 1-hour lunch; Wednesday-Sunday, 8:00 AM-5:00 PM or 9:00 AM-6:00 PM * Part-Time: 20 hours per week, primarily weekends with some evening shifts Work Duties: Handle customer inquiries: Promptly respond to customer questions and concerns across various channels, including email, social media, phone, and live chat. Resolve issues and complaints: Effectively address and resolve customer complaints, returns, refunds, and cancellations in a professional and empathetic manner. Provide accurate information: Maintain deep product and service knowledge to provide accurate and detailed information to customers. Staff Product Showroom: Greeting and assisting in-person customers, providing expert product knowledge, maintaining the showroom's cleanliness and organization, processing transactions, pulling orders from the distribution center, and collaborating with team members to meet sales goals and maintain a positive customer experience. Candidate Profile Candidates do not need prior customer service experience but must have: Computer skills and ability to navigate multiple computer applications simultaneously Clear verbal and written communication with a friendly, professional demeanor Ability to multitask (e.g., speaking with customers while researching information) Proficiency in Microsoft Office Preferred: Experience with Salesforce Commerce Cloud, ShipHero, FedEx systems, Outlook, Slack, or similar platforms

Solo Stove's busy season is right around the corner, and we're gearing up to bring on some extra hands in Customer Service. We have both full-time and part-time positions. Employment Dates: Start: October 20 or 27, 2025 End: Approximately December 31, 2025 You must be available to work November 28, 29, December 1 (we closed on Thanksgiving and Christmas). Work Schedule: Full-Time: 9-hour shift with 1-hour lunch; Wednesday-Sunday, 8:00 AM-5:00 PM or 9:00 AM-6:00 PM Part-Time: 20 hours per week, primarily weekends with some evening shifts Work Duties: Handle customer inquiries: Promptly respond to customer questions and concerns across various channels, including email, social media, phone, and live chat. Resolve issues and complaints: Effectively address and resolve customer complaints, returns, refunds, and cancellations in a professional and empathetic manner. Provide accurate information: Maintain deep product and service knowledge to provide accurate and detailed information to customers. Staff Product Showroom: Greeting and assisting in-person customers, providing expert product knowledge, maintaining the showroom's cleanliness and organization, processing transactions, pulling orders from the distribution center, and collaborating with team members to meet sales goals and maintain a positive customer experience. Candidate Profile Candidates do not need prior customer service experience but must have: Computer skills and ability to navigate multiple computer applications simultaneously Clear verbal and written communication with a friendly, professional demeanor Ability to multitask (e.g., speaking with customers while researching information) Proficiency in Microsoft Office Preferred: Experience with Salesforce Commerce Cloud, ShipHero, FedEx systems, Outlook, Slack, or similar platforms Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Customer Service Representative - Insurance. AAA Auto Club Enterprises is hiring full-time, motivated Customer Service Representatives to join our industry-leading Insurance Call Center team. If you're passionate about helping others and thrive in a Customer Service Representative, Customer Service, Insurance, Representative, Retail, Training

Job Title: Customer Service Representative Duration: 03+ months contract (Possible Extensions) Education : HS Diploma or GED Shift Details : Multiple Shifts Specific Skills : Answer inbound calls from patients, visitors, and internal staff Dispatch work requests and document service tickets accurately Monitor environmental systems including alarms, gates, CCTV, and intercoms Assist with workflow coordination and transporter assignments Support departmental projects and operational improvements Maintain professional and courteous communication at all times Operate effectively in a high-volume, fast-paced environment Minimum 1 year of customer service or administrative support experience Healthcare, call center, or dispatch experience preferred General Description: We are hiring Customer Service Representatives to support high-volume inbound calls and service request dispatch operations in a fast-paced healthcare environment. This is an onsite opportunity offering stable hours and long-term contract potential.

Watermill Express is the national leader in refill kiosks that provide affordable, sustainable, safe drinking water and ice in a convenient drive-up format. As a Service Representative you will be assigned a company vehicle to use for your assigned route. Your basic job duties include safely driving to each refill kiosk, performing daily routine cleaning, basic maintenance, repair, and trouble-shooting of our purified water and water and ice units. This position works independently and you must take pride in your work. You are eligible for: Company Vehicle. Drive home daily Starting hourly rate is $15.00 No Cost Employee Only Medical + $900 employer paid Health Savings Account Dental and Vision plans 401(k) and Roth with Immediate Company Match and Vesting Paid Time Off the first year. Paid Holidays Duties and Responsibilities for the Position Follow safety guidelines and act in safe manner Clean and sanitize outside vending areas Verify component functionality Drive company vehicle to company locations/units throughout assigned area* Perform basic maintenance, repair, and trouble-shooting of units Collect water samples Other duties as assigned Qualifications, Requirements, Basic Skills and Abilities Team player with positive attitude Problem solver Troubleshooter Mechanically inclined Use and maintain hand tools Detail/task oriented Ability to work independently Ability to work required schedule Clean motor vehicle record and current valid driver's license Minimum Physical Requirements Include Ability to lift 50 pounds Capable of climbing ladders, walking, standing, stooping and bending Ability to work safely in limited space inside water/water-ice kiosk Ability to work in heat and cold Ability to safely operate a motor vehicle Required Education and Preferred Experience Prior experience working with hand tools is desirable Maintenance experience or previous training preferred *This position is considered safety sensitive due to the essential requirement of operating a company vehicle on public roadways Job Type: Full-time Powered by JazzHR

Recognizes and meets customer expectations of service and professionalism and creates a high level of customer satisfaction and trust. Continually display a courteous and helpful level of enthusiasm, and service knowledge with customers. The summary of duties include, but are not limited to, performing all deposit account services such as taking deposits, withdrawals, opening new accounts, and placing account holds. The CSR 3 is also responsible for cross selling and referring all deposit and loan products as well as up streaming loans and other products for approval. PRINCIPAL DUTIES AND RESPONSIBILITIES Recognizes and addresses customers by name. Listens carefully to customer requests, comments, or complaints and responds appropriately in accordance with CBTx procedures. Is responsible for comprehensive, prompt, and efficient customer transactions. Performs a variety of customer service transactions on a daily basis such as account holds, stop payments, direct deposits and check confirmation. Cross-markets and promotes other CBTx products and services such as loans, IRA's, CD's, and safe deposit boxes. Up streams loans for approval. Open new accounts (personal or commercial) DDA, savings, CD's, IRA's, and safe deposit boxes. Also will review and approve/decline NSF in accordance with CBTx policy and procedures. Provides extensive personalized service to depositors with specific or special banking needs including: personal banking account advice, suggestions for account resolution; researches customer inquiries; provides customers with account information and updates as requested. Counts, checks, and packages coins and currency. Cashes checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters transactions into computer records. Maintains cash supply within prescribed limits, orders cash when necessary, prepares cash transfer slips and counts incoming cash. Balances cash drawer at the end of the shift and compares totaled amounts to electronic journal on DCI. Reports and discrepancies to his or her supervisor as necessary. Places hold on accounts for uncollected funds and prepare CBTx Notice of Delayed Availability in accordance with CBTx procedures. Balances and loads ATM when necessary. Receives mortgage, consumer loan, and other payments, inspects negotiable instruments and cash offered for payment and ensures the payments match balances due, enters payments received into CBTx computer records and generates customer receipts. Provides guidance to CSR-1's and 2's as to proper use of DCI Teller, iCore features and functions, night depository contracts, and interpretation of CBTx policies and procedures. Performs bank by mail and night deposit functions where available. Participates as a volunteer in community and non-profit activities. Other duties as assigned.

What we can offer you: Career Growth -- promotional opportunities Incentive program based on performance Paid Time Off (PTO) Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Act as a digital ambassador to transition customers to digital solutions. Initiate quality financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Impact the operational and risk activities and related results for the RB role within the Banking Center. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management: Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects. Educate and fulfill customer requests, routine and complex. Resolve customer complaints. Maintain and add value to deepen existing relationships. Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. Perform routine Teller transactions as needed. Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: * Consistently impact the efforts that improve Banking Center Collaboration. * Identify opportunities to add value to customers by introducing them to partners. Position Qualifications: Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience 1 Year of Customer Service experience 1 Year of Consumer Sales experience 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: 8:30 am to 5:30 pm Monday - Friday; 8:30 am to 12:30 pm Saturday; working hours will be scheduled during the timeframe listed. Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.

Yorktown Capital (YKTN) is a direct private credit provider for homebuilders, institutional investors, and land developers. We finance the acquisition, recapitalization, construction, and development for residential and multi-unit projects nationwide. YKTN is adding entry-level and experienced loan originators to our sales team. The ideal candidate will help YKTN identify new lending opportunities and monitor our existing real estate investment loans portfolio. To assist with these efforts, you will conduct client acquisition activities, develop financial models, and source loan opportunities that present a clear and profitable exit for all parties. Responsibilities: -Originate investment loans that meet our lending requirements for institutional investors, developers, and builders. -Conduct modeling and financial analysis for each new loan opportunity. -Manage and monitor the performance of portfolio loans. Qualifications: -Bachelor's degree required. -Strong communication skills. -Sales experience preferred. -Excellent multitasking skills. -Must have knowledge of investment real estate fundamentals. Compensation: -Draw -Competitive and uncapped commission splits -YKTN proudly covers 100% of employee health, vision, and dental insurance premiums