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  • Route Service Representative (4-Day Workweek)

    Cintas Corporation 4.4company rating

    Finance service representative job in Houston, TX

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    $32k-36k yearly est. 9d ago
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  • Customer Service Representative

    Murray Resources-Best Staffing Agency

    Finance service representative job in Houston, TX

    A well-established industrial company is seeking a proactive and skilled Customer Service Representative to join their team. This role plays a key part in supporting customers and internal teams through exceptional communication, organization, and project management skills. The ideal candidate thrives in a fast-paced environment, is proactive, and can effectively manage multiple priorities. Location: Houston, TX Salary: $70,000-$80,000 Position Type: Direct Hire Responsibilities: Manage the full order process from receipt through fulfillment, ensuring accuracy and timeliness. Coordinate with internal departments - including sales, operations, and logistics - to ensure smooth order execution. Track and follow up on pending information or documentation to keep projects and orders moving forward. Prioritize workload and respond quickly to changing demands or urgent requests. Provide excellent customer service and maintain strong relationships with clients. Maintain detailed records and ensure all systems are updated accurately. Collaborate cross-functionally within the warehouse and office to resolve issues efficiently. Requirements: Minimum of 5 years of customer service or order management experience, ideally in a manufacturing, distribution, or industrial environment. Proven ability to prioritize tasks, manage time effectively, and stay organized in a fast-paced setting. Strong communication and problem-solving skills; able to think quickly and adapt. Experience with project management or coordinating multiple moving parts preferred. Industry experience in chemicals or chemical sales support is a plus but not required. Proficient in Microsoft Office and ERP/order management systems. Must be able to work fully on site and collaborate closely with team members across departments.
    $25k-33k yearly est. 1d ago
  • Customer Service Representative

    Hamilton Barnes 🌳

    Finance service representative job in Houston, TX

    We are looking for a dynamic and motivated Customer Service Representative who is passionate about delivering outstanding customer experiences. The Customer Service Representative is responsible for providing excellent customer support, ensuring a positive and efficient experience for our customers. This role involves interacting with customers through multiple communication channels (phone, email, chat), resolving inquiries, troubleshooting issues, and guiding customers through solutions. Responsibilities Provide timely and effective customer service through phone, email, and online chat channels. Resolve customer inquiries related to products, billing, services, and technical support. Accurately log and track customer interactions using the internal system. Troubleshoot and resolve customer issues, escalating complex cases as necessary. Offer product and service information, helping customers make informed decisions. Assist with onboarding new customers and explaining company policies and procedures. Collaborate with team members to improve customer experience and operational processes. Follow up with customers to ensure issues have been resolved to their satisfaction. Stay updated on company products, services, promotions, and any changes in procedures. Qualifications High school diploma or equivalent (Bachelor's degree preferred). Proven experience in a customer service role, preferably in the telecommunications or technology industry. Strong communication skills, both verbal and written. Ability to multitask and manage time effectively in a fast-paced environment. Proficiency in customer service software, CRM systems, and Microsoft Office Suite. Problem-solving skills and attention to detail. Positive attitude and a passion for helping people. Ability to work independently and as part of a team. If you're interested in this position, please apply with your updated resume.
    $25k-33k yearly est. 5d ago
  • Material Handling Sales Representative

    Johnson Equipment Company 4.1company rating

    Finance service representative job in Houston, TX

    Since 1959, Johnson Equipment Company has provided the safest, most reliable dock and door products available on the market. These products combined with the most professional sales representatives and service technicians have led us to the enviable position of the largest independent loading dock, industrial door, and in plant lift specialist in the United States. As part of our continued growth, Johnson Equipment is seeking a Material Handling Sales Representative to join our team. This is an entry-level sales opportunity based in Dallas/Fort Worth, offering an excellent foundation for a long-term career in equipment sales. Johnson Equipment Sales Professionals work within protected territories to represent various lines of products and services. This position includes selling material handling equipment, rentals, parts, and service in the Dallas/ Fort Worth market. We provide our sales force with everything needed for success. This includes the leading product lines in the industry, sales tools, laptop, cell phone and car allowance. Your hard work is rewarded with a base salary and unlimited commission potential, comprehensive benefits package (medical, dental, vision, drug, and retirement savings program which includes 401(K) plan). Responsibilities: · 4 Year Degree preferred with a minimum of 3 years successful outside sales experience in an industrial equipment or commercial setting. · Must possess excellent communication, interpersonal and presentation skills as well as be skilled in developing business relationships. · Must have a good knowledge of the Dallas/ Fort Worth territory and its customer base. · Must possess a strong work ethic with a desire to succeed. Johnson Equipment Company is a smoke-free environment. We are an equal opportunity employer, and we offer an excellent comprehensive benefits package with medical insurance that includes dental, vision and prescription cards, 401K plan, and a business casual office atmosphere.
    $66k-102k yearly est. 2d ago
  • Customer Service Officer

    Burnett Specialists Staffing | Recruiting 4.2company rating

    Finance service representative job in The Woodlands, TX

    Our client is a global marine lubricants organization supporting international vessels calling on North American ports. This role is a critical frontline position responsible for ensuring seamless order fulfillment, rapid customer response, and close coordination with sales, supply, and logistics teams. The position is based in Houston, TX and follows a hybrid schedule. This role supports time-sensitive marine operations and requires availability outside standard business hours, including evenings, weekends, and holidays, as dictated by vessel port schedules. Position Summary The Customer Service & Sales Support professional will manage end-to-end order management and customer service activities for assigned U.S. states. This individual will act as a key liaison between customers, sales, global supply teams, and local delivery agents to ensure accurate, timely, and compliant delivery of marine lubricants. Key Responsibilities Respond to customer inquiries related to product availability, pricing, lead times, and delivery surcharges Partner closely with Sales to execute pricing, margin, supply, payment terms, and customer-specific requirements Manage the full order-to-delivery lifecycle, coordinating with customers, sales teams, global supply, and local delivery agents Adjust delivery plans as port schedules and vessel requirements change, providing professional guidance on local geography and supply limitations Perform order follow-up activities, including delivery documentation for invoicing and monitoring outstanding payments Maintain strong, long-term customer relationships while monitoring account performance and changes Support and comply with quality, environmental, and organizational management systems Understand and manage environmental aspects and potential impacts related to daily operations Must-Have Qualifications 5?7 years of hands-on order management experience Proven experience handling full-cycle order fulfillment Strong communication skills with a proactive, customer-first mindset Diploma or Degree required Highly organized, solution-oriented, and able to take initiative Key Challenges & Success Factors Operates with urgency in a fast-paced, time-sensitive marine environment Comfortable serving as a frontline customer service representative impacting customer satisfaction directly Able to provide 24/7 service coverage when required due to vessel schedules Excellent time management, attention to detail, and ability to multitask Team-oriented and willing to support colleagues as operational demands shift Education & Experience Degree or Diploma in Supply Chain, Business, Sales & Marketing, or related field 5?7 years of experience in sales support, supply chain, or customer service Marine industry experience is a plus but not required Strong proficiency in Excel and Microsoft Office Self-motivated, confident, and capable of working independently Fluent in English (written and spoken) Additional Context (For Recruiter Awareness) The organization is backed by a well-established international parent company Accounting and global support functions are managed overseas Pending brand and operational expansion in the U.S. may significantly increase growth opportunities over time HOUWD51 Interested candidates please send resume in Word format Please reference job code 136444 when responding to this ad.
    $24k-30k yearly est. 4d ago
  • Customer Service Representative - Energy Sector

    Primary Services 4.4company rating

    Finance service representative job in Houston, TX

    Support customers at critical moments while building a career with long-term potential. Contribute to a positive, people-focused culture within a globally scaled energy organization. This role offers meaningful work, professional development, and clear pathways for growth. Primary Services is looking for a Customer Service Representative to support a large, well-established organization in the energy sector. This role sits within a high-volume customer operations environment where service quality and accuracy directly impact customer experience and business performance. As a Customer Service Representative, you will serve as a key point of contact for customers, supporting both inbound and outbound interactions while partnering with internal teams to resolve issues efficiently. Responsibilities Answer inbound customer calls related to billing, account updates, and online portal access. Make outbound calls to follow up on customer requests and assist with issue resolution. Process payments, refunds, and service-related tickets accurately and in a timely manner. Route new and renewal sales inquiries to the appropriate internal teams. Provide professional, accurate, and customer-focused support across all interactions. Collaborate with Care, Billing, and Sales teams to resolve customer issues efficiently. Meet defined performance metrics, including quality standards, average handle time, and service levels. Share customer feedback and insights to support process improvement and retention initiatives. Manage customer communications through email and chat channels in addition to phone support. Qualifications 1-3 years of call center or customer service experience required. Experience within the retail energy industry or regulated utility markets preferred. Ability to type at least 40 words per minute while navigating multiple systems. Proficiency with Microsoft Outlook, Word, Excel, and CRM platforms. Experience handling billing inquiries, payments, or account servicing preferred. Ability to manage a high-volume workload with consistent accuracy. Availability for occasional overtime based on business needs. Authorization to work in the United States without sponsorship.
    $25k-33k yearly est. 2d ago
  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Finance service representative job in Houston, TX

    The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 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.
    $56k-98k yearly est. 5d ago
  • Customer Service Representative

    Teksystems 4.4company rating

    Finance service representative job in Houston, TX

    Stays current with title/salvage laws in multiple states Act as cashier to those coming in to pick up vehicle/title Responds to customer questions, complaints and requests. Resolves problems encountered in the effort to transfer title ownership. File, Process incoming mail Organize files and documents in alphabetical order Pay: $17hr Shift: Monday to Friday from 8am to 5pm Location: Houston, TX *Top Skills Details* Customer service Help desk support Customer support Help desk Support *Additional Skills & Qualifications* customer service role in Houston Texas *Experience Level* Entry Level *Job Type & Location*This is a Contract to Hire position based out of Houston, TX 77038. *Pay and Benefits*The pay range for this position is $15.50 - $15.50/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully onsite position in Houston,TX 77038. *Application Deadline*This position is anticipated to close on Jan 19, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $15.5-15.5 hourly 2d ago
  • Medicare Sales Representative

    Sotalent

    Finance service representative job in Houston, TX

    Job Title: Medicare Sales Representative Type: Full Time Our Client is seeking a Medicare Sales Representative to drive market penetration and enrollment growth for Medicare Advantage products within an assigned territory. This role focuses on educating Medicare-eligible individuals, building a strong local presence, and guiding prospective members through the enrollment and recertification process while ensuring compliance with regulatory guidelines. Key Responsibilities: Provide sales coverage and develop market presence for Medicare Advantage products within an assigned territory Identify prospective enrollees and determine eligibility for participation Educate individuals on plan benefits, coverage options, exclusions, and enrollment requirements Conduct in-home visits and personalized appointments to support the enrollment process Market products at hospitals, senior centers, assisted living facilities, community events, and other designated locations Build strong community relationships to generate enrollment opportunities Assist members with healthcare access, transportation needs, and related service issues Facilitate enrollment, continued coverage, and recertification activities Ensure full compliance with marketing, disclosure, enrollment, and disenrollment regulations Distribute health education materials and coordinate health screenings as needed Participate in telemarketing and outreach efforts when required Monitor competitive products and marketing practices and share insights with leadership Attend sales meetings, training sessions, conventions, and special events Complete applications accurately and within required timelines Prepare and submit reports related to territory performance, product acceptance, and market conditions Perform additional duties as assigned and comply with all organizational policies and standards Qualifications: High school diploma, GED, or equivalent required Minimum of 1 year of experience in marketing, sales, or community relations Prior experience in managed care or Medicare sales preferred Bilingual in Spanish preferred; additional language skills may be required depending on the market
    $39k-72k yearly est. 2d ago
  • Branch Relationship Banker (Personal Banker) - Pearland, TX

    Banktalent HQ

    Finance service representative job in Pearland, TX

    At Amegy Bank, people and culture are at the heart of everything we do. "Everyone counts" isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank-Here, you grow. We're seeking an experienced, highly motivated, and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) at our Pearland Banking Center in Pearland, TX. In this role, you'll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance. This position offers excellent opportunities for career growth in the banking industry while playing a vital role in delivering outstanding customer experiences. If you're passionate about serving your community, working collaboratively with a supportive team, and helping clients achieve their financial goals, we'd love to hear from you! Key Responsibilities: Deliver comprehensive banking solutions to new and existing clients in the branch/banking center, with a strong emphasis on sales and exceptional service. Accurately and promptly process cash transactions within authorized limits, while performing additional customer service responsibilities in the branch/banking center. Open and maintain accounts, issue and activate ATM cards, originate and close consumer loans, and address client service inquiries. Execute the sales discovery process and manage client relationships to identify needs and deliver tailored financial solutions. Conduct financial needs assessments and recommend appropriate banking products and services. Identify opportunities to refer clients to additional bank products and services, including commercial lending, and ensure timely follow-up. Initiate and manage sales calls to prospective and current clients, promoting banking solutions and fostering long-term relationships. Support retail initiatives by identifying and capitalizing on business opportunities that impact revenue growth and risk management. Resolve client concerns promptly through direct action or by referring them to the appropriate branch/banking center or resources. Ensure all activities are performed in strict compliance with applicable laws, regulations, and bank policies and procedures. Follow all bank security protocols while safeguarding the confidentiality of client information and bank records. Meet daily with the Branch Service Manager and Branch Manager to review progress toward individual and branch/banking center performance goals. Perform additional responsibilities as assigned to support branch/banking center operations and client service. Required Qualifications: High school diploma or equivalent required. Minimum of 2 years' banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role. Experience in teller operations and new account services is highly preferred. Experience in relationship-driven sales and familiarity with consumer lending application processes is strongly preferred. Excellent communication and interpersonal skills with the ability to build strong client relationships. Knowledge of a wide range of banking products and services, including deposit accounts, loans, credit cards, and investment solutions. Strong sales skills with experience identifying opportunities, achieving targets, and cross-selling banking products and services to meet client needs. Strong problem-solving skills with the ability to identify client needs, respond to inquiries, and resolve issues efficiently. Strong negotiation skills with the ability to influence and guide clients toward appropriate banking solutions. Strong attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment. Proficient in basic mathematics and computer applications, with hands-on experience using banking software and systems. Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act. Work Schedule: Monday-Friday, 8:30 AM - 5:30 PM Saturday, 9:00 AM - 1:00 PM This is a full-time position: 40 hours per week. Must be able to work a flexible schedule within the hours listed above. Employee Benefits: At Amegy Bank, we are committed to creating value for our customers, communities, employees, and shareholders. As a valued team member, you play an essential role in our success. Our comprehensive benefits are designed to protect your health and well-being, and that of your family, while supporting your professional growth. Medical, Dental, and Vision Insurance - starting your first day! Mental Health Support, including coaching and therapy sessions. Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Dependent Care Accounts. 401(k) Plan with Company Match and Profit Sharing. Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays. Tuition Reimbursement for eligible employees. Employee Ambassador preferred banking products. Competitive compensation aligned with experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.
    $31k-41k yearly est. 5d ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Finance service representative job in Houston, TX

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $81k-145k yearly est. Easy Apply 60d+ ago
  • Member Service Representative (Part-Time) - Spring

    Navy Federal Credit Union 4.7company rating

    Finance service representative job in Spring, TX

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 6725 N Grand Parkway West, Spring, Texas 77389 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $30k-38k yearly est. 6d ago
  • Investment & Corporate Banking - Energy - Oil & Gas and Energy Infrastructure, Experienced Investment Banking Analyst (Houston, TX)

    Mizuho Financial Group

    Finance service representative job in Houston, TX

    Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. About the Role: The Energy Group is seeking a Houston-based, qualified, motivated investment banking Analyst. Prior investment banking or similar professional experience within the upstream, midstream, downstream and/or energy infrastructure industry is required; some technical upstream or midstream and LNG experience is preferred. As a cross-product industry team, Analysts in the Oil & Gas and Energy Infrastructure Group work on a variety of transactions, including M&A, A&D, corporate valuation, board advisory and capital raises. Analysts typically function as members of deal teams comprising a Managing Director, Director - Vice President, Associate, and Financial Analyst, plus technical professionals. Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: * Conduct extensive quantitative economic, industry and company research and analysis * Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing * Evaluate risk/return parameters of financing transactions * Financial modeling, valuation, comparable & relative value analyses and market-specific analysis * Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities * Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources * Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution * Assist in the development and continued cultivation of client relationships Qualifications: * Bachelors degree in Finance, Accounting or Economics * At least one year of prior investment banking or similar professional experience focused on the oil and gas industry is required; some upstream technical experience is preferred * Knowledge of corporate finance, securities, financial markets and risk & pricing analysis * Must have experience in the general Energy sector * Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions * Ability to manage multiple projects simultaneously * Ability to work under pressure and adhere to tight deadlines * Strong written and oral communication skills and ability to convey ideas * Creativity and intellectual curiosity * Ability to work independently and must be able to work effectively in a team environment * Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office * Series 79 & 63 The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
    $110k-130k yearly Auto-Apply 60d+ ago
  • Part Time Associate Banker West Central (30 hours)

    Jpmorganchase 4.8company rating

    Finance service representative job in Houston, TX

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $21k-45k yearly est. Auto-Apply 13d ago
  • Investment Banking Vice President, Energy - Houston

    Moelis & Company 4.9company rating

    Finance service representative job in Houston, TX

    We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Energy group in Houston. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentation Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Senior Vice Presidents and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills and Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: 5+ years of relevant work experience We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $138k-242k yearly est. Auto-Apply 11d ago
  • Sales Representative

    Murray Resources-Best Staffing Agency

    Finance service representative job in Houston, TX

    A leading construction company is seeking a Sales Representative to drive custom pool project sales from concept to contract. The ideal candidate is a creative, client-focused sales professional with strong closing skills. Working collaboratively, the new hire will grow revenue and customer satisfaction by leading in-home consultations, creating custom designs, and managing the sales process end to end while maintaining accurate documentation, meeting sales targets, and ensuring a high-quality customer experience. Salary + Additional Benefits: $65,000-$75,000 + Commission Medical, Dental, Vision Insurance 401K - company match Location: Houston, TX Type of Position: Direct Hire Responsibilities: Interact closely with Lead Coordinator, Plan Auditor, Construction Department and Customers. Respond to all customer inquiries the same day via email, phone text, or any other type of contact, and log into CRM. Convert all inquiries into a sales lead within three (3 days) of initial contact. Ensure CRM is updated daily with 1st appointments, Be Backs, and any other relevant information pertaining to the sales process and task. Conduct in-home consultations to assess customer vision and budget for project. Create design based off customer's vision. Responsible for all rendering on VIP Pool Studios. Schedule design appointment in acceptable time frame determined by the company policy. Properly prepare for each consultation by having survey, plan, flood plain info, municipality requirements, etc. Proficient in assisting customers in materials selection process. Knowledgeable in project features and equipment selections. Design, price and have video to homeowner within 24-48 hours. Take multiple pictures of the property regarding backyard and access and upload in CRM. Maintain a working knowledge of the company's sales programs (CRM, CAD design software etc.). Maintain minimum sales standards set: lead to appointment completed ratio 70%, Be Back completed ratio of 50% and closing ratio of 35%. Responsible for Initial audit construction plans. Review drawings with customers in detail to ensure construction expectations have been met, and have customer sign off on drawings. Audit all sales paperwork for accuracy prior to being entered in Construction software. Participate in sales forecasting and planning. Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers using established guidelines. Perform other duties as assigned. Requirements: 2 to 3 years of experience in similar positions Strong Sales background with proven success in achieving required metrics Self Driven to exceed sales goals Writing Skills, Organization, Time Management, Verbal Communication Technical Capacity High level of initiative Negotiation Skills Presentation Skills Customer/Client Focus Communication Proficiency Adaptability Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.
    $65k-75k yearly 1d ago
  • Branch Relationship Banker (Personal Banker) - Amegy Tower CorporateHeadquarters / Houston, TX

    Banktalent HQ

    Finance service representative job in Houston, TX

    At Amegy Bank, people and culture are at the heart of everything we do. "Everyone counts" isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank-Here, you grow. We're seeking an experienced, highly motivated, and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) at our Amegy Tower Corporate Headquarters Banking Center in Houston, TX. In this role, you'll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance. This position offers excellent opportunities for career growth in the banking industry while playing a vital role in delivering outstanding customer experiences. If you're passionate about serving your community, working collaboratively with a supportive team, and helping clients achieve their financial goals, we'd love to hear from you! Key Responsibilities: Deliver comprehensive banking solutions to new and existing clients in the branch/banking center, with a strong emphasis on sales and exceptional service. Accurately and promptly process cash transactions within authorized limits, while performing additional customer service responsibilities in the branch/banking center. Open and maintain accounts, issue and activate ATM cards, originate and close consumer loans, and address client service inquiries. Execute the sales discovery process and manage client relationships to identify needs and deliver tailored financial solutions. Conduct financial needs assessments and recommend appropriate banking products and services. Identify opportunities to refer clients to additional bank products and services, including commercial lending, and ensure timely follow-up. Initiate and manage sales calls to prospective and current clients, promoting banking solutions and fostering long-term relationships. Support retail initiatives by identifying and capitalizing on business opportunities that impact revenue growth and risk management. Resolve client concerns promptly through direct action or by referring them to the appropriate branch/banking center or resources. Ensure all activities are performed in strict compliance with applicable laws, regulations, and bank policies and procedures. Follow all bank security protocols while safeguarding the confidentiality of client information and bank records. Meet daily with the Branch Service Manager and Branch Manager to review progress toward individual and branch/banking center performance goals. Perform additional responsibilities as assigned to support branch/banking center operations and client service. Required Qualifications: High school diploma or equivalent required. Minimum of 2 years' banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role. Experience in teller operations and new account services is highly preferred. Experience in relationship-driven sales and familiarity with consumer lending application processes is strongly preferred. Excellent communication and interpersonal skills with the ability to build strong client relationships. Knowledge of a wide range of banking products and services, including deposit accounts, loans, credit cards, and investment solutions. Strong sales skills with experience identifying opportunities, achieving targets, and cross-selling banking products and services to meet client needs. Strong problem-solving skills with the ability to identify client needs, respond to inquiries, and resolve issues efficiently. Strong negotiation skills with the ability to influence and guide clients toward appropriate banking solutions. Strong attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment. Proficient in basic mathematics and computer applications, with hands-on experience using banking software and systems. Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act. Work Schedule: Monday-Friday, 8:00 AM - 5:00 PM This is a full-time position: 40 hours per week. Must be able to work a flexible schedule within the hours listed above. Employee Benefits: At Amegy Bank, we are committed to creating value for our customers, communities, employees, and shareholders. As a valued team member, you play an essential role in our success. Our comprehensive benefits are designed to protect your health and well-being, and that of your family, while supporting your professional growth. Medical, Dental, and Vision Insurance - starting your first day! Mental Health Support, including coaching and therapy sessions. Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Dependent Care Accounts. 401(k) Plan with Company Match and Profit Sharing. Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays. Tuition Reimbursement for eligible employees. Employee Ambassador preferred banking products. Competitive compensation aligned with experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.
    $31k-41k yearly est. 5d ago
  • Banker Associate- Emerging Middle Market- Associate

    Jpmorganchase 4.8company rating

    Finance service representative job in Houston, TX

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, 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 drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. 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 drive 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 in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services 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
    $21k-45k yearly est. Auto-Apply 27d ago
  • Branch Relationship Banker (Personal Banker) - Bilingual Spanish / EnglishPreferred - Lacy Drive /

    Banktalent HQ

    Finance service representative job in Baytown, TX

    At Amegy Bank, people and culture are at the heart of everything we do. "Everyone counts" isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank-Here, you grow. We're seeking an experienced, highly motivated, and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) - Bilingual Spanish/English Preferred at our Lacy Drive Banking Center in Baytown, TX. In this role, you'll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance. This position offers excellent opportunities for career growth in the banking industry while playing a vital role in delivering outstanding customer experiences. If you're passionate about serving your community, working collaboratively with a supportive team, and helping clients achieve their financial goals, we'd love to hear from you! Key Responsibilities: Deliver comprehensive banking solutions to new and existing clients in the branch/banking center, with a strong emphasis on sales and exceptional service. Accurately and promptly process cash transactions within authorized limits, while performing additional customer service responsibilities in the branch/banking center. Open and maintain accounts, issue and activate ATM cards, originate and close consumer loans, and address client service inquiries. Execute the sales discovery process and manage client relationships to identify needs and deliver tailored financial solutions. Conduct financial needs assessments and recommend appropriate banking products and services. Identify opportunities to refer clients to additional bank products and services, including commercial lending, and ensure timely follow-up. Initiate and manage sales calls to prospective and current clients, promoting banking solutions and fostering long-term relationships. Support retail initiatives by identifying and capitalizing on business opportunities that impact revenue growth and risk management. Resolve client concerns promptly through direct action or by referring them to the appropriate branch/banking center or resources. Ensure all activities are performed in strict compliance with applicable laws, regulations, and bank policies and procedures. Follow all bank security protocols while safeguarding the confidentiality of client information and bank records. Meet daily with the Branch Service Manager and Branch Manager to review progress toward individual and branch/banking center performance goals. Perform additional responsibilities as assigned to support branch/banking center operations and client service. Required Qualifications: High school diploma or equivalent required. Minimum of 2 years' banking experience required, preferably in a universal banker, personal banker, or comparable retail banking role. Bilingual proficiency in English and Spanish languages is preferred. Experience in teller operations and new account services is highly preferred. Experience in relationship-driven sales and familiarity with consumer lending application processes is strongly preferred. Excellent communication and interpersonal skills with the ability to build strong client relationships. Knowledge of a wide range of banking products and services, including deposit accounts, loans, credit cards, and investment solutions. Strong sales skills with experience identifying opportunities, achieving targets, and cross-selling banking products and services to meet client needs. Strong problem-solving skills with the ability to identify client needs, respond to inquiries, and resolve issues efficiently. Strong negotiation skills with the ability to influence and guide clients toward appropriate banking solutions. Strong attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment. Proficient in basic mathematics and computer applications, with hands-on experience using banking software and systems. Must possess or be able to obtain Federal Registration with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE Act. Work Schedule: Monday-Friday, 8:00 AM - 5:15 PM Saturday, 8:45 AM - 1:15 PM This is a full-time position: 40 hours per week. Must be able to work a flexible schedule within the hours listed above, to include every other Saturday . Employee Benefits: At Amegy Bank, we are committed to creating value for our customers, communities, employees, and shareholders. As a valued team member, you play an essential role in our success. Our comprehensive benefits are designed to protect your health and well-being, and that of your family, while supporting your professional growth. Medical, Dental, and Vision Insurance - starting your first day! Mental Health Support, including coaching and therapy sessions. Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA), and Dependent Care Accounts. 401(k) Plan with Company Match and Profit Sharing. Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays. Tuition Reimbursement for eligible employees. Employee Ambassador preferred banking products. Competitive compensation aligned with experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.
    $31k-41k yearly est. 5d ago
  • Part Time Associate Banker Northeast (30 hours)

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Spring, TX

    JobID: 210628807 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.
    $21k-45k yearly est. Auto-Apply 15d ago

Learn more about finance service representative jobs

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

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

Average finance service representative salary in Missouri City, TX

$37,000
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