Finance service representative jobs in New Braunfels, TX - 2,036 jobs
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Park Services Associate
Six Flags Fiesta Texas 4.1
Finance service representative job in San Antonio, TX
Park Services Associate (Restrooms)
Job Type: Seasonal Pay Rate: $13/hr.
This is a seasonal position at Six Flags Fiesta Texas, in San Antonio, TX. This position offers a payrate of $13.00 per hour and also comes with perks such as: Free entry to any Six Flags Park for all employees and a guest with each visit, additional complimentary tickets for friends and family, discount of merchandise for all employees, flexible scheduling and daily and weekly pay available.
Responsibilities:
As a Park Services Associates, you help the park facilities sparkle! You are constantly on the move, leaving your shine behind as you bounce from place to place. Every day is a fresh experience as you interact with our guests, team members and keep everything looking great. From sweeping the streets to refreshing active restrooms/facilities and greeting the guests, you'll be right in the center of the action and help keep everything in immaculate shape.
HOW YOU WILL DO IT:
Clean and sanitize active restrooms and other areas regularly throughout day
Restock restroom supplies such as toilet paper, soap, and paper towels
Monitor and report any maintenance issues or safety concerns
Provide exceptional customer service to park guests
Ensure compliance with health and safety regulations
Qualifications:
Must be 16 years or older
Friendly, outgoing personality interacting with large groups of people
Ability to work in an environment as fast-paced as our coasters, cleaning active restrooms and other areas
Demonstrate a strong work ethic and commitment to cleanliness
Must be able to read chemical labels and MSDS of cleaning substances
Enjoy cleaning and organizing
Strong attention to detail
Must be able to stand, walk, stoop, bend, lift, and reach throughout your shift
Excellent verbal communication skills
Be flexible and adaptable to change, as well as the ability and willingness to assist in other aspects of Park Services operations (including but not limited to the ability to be cross-trained and or learn other aspects as required)
OTHER NOTES:
May perform other duties beyond scope of above as necessary to support the park as a whole
Reports to Park Services Leadership
$13 hourly Auto-Apply 5d ago
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Environmental Service Representative (Waste)
The Planet Group 4.1
Finance service representative job in New Braunfels, TX
Title: Environmental ServiceRepresentative (Waste)
Starting Pay: Up to $28/hr + OT @ 1.5
Work Schedule: 7a - 4p OR 8a-5p Mon - Friday + OT
WFH: hybrid options after fully trained
Contract to Hire - 6 month contract and then direct hire
Qualifications:
Environmental background with hazardous and non-hazardous waste
Experience with Shipping and Receiving / DOT regulations
Computer skills
Good customer service and comfortable on the phone
Knowledge of RCRA and DOT
Manager notes
This person will be working in an office fielding calls and emails from both customers and internal employees
MUST have a waste background - degree is preferred but not a must
They will help schedule, coordinate, and follow up on waste tracking, shipping, characterizing and profiling
Will need to be very organized and details
Computer skills are a must
Good with being on the phone A LOT
This could be someone who is a Service Rep right now, Field Chemist that doesn't want to be in the field any longer, or anyone with haz waste background that would enjoy being on the phone
Our client, one of the largest environmental services firms in North America, is seeking an analytical, detail-oriented Technical ServicesRepresentative for their Technical Services Team.
This person will be responsible for job creation, data entry, scheduling, and supporting our customers.
They provides leading institutions in the higher education, life sciences, healthcare, and industrial sectors with diverse services and advice to assist them with compliance management.
Responsibilities:
Provide high level service by responding promptly to customer requests, ensuring efficient job completion, conducting routine site visits and developing customer intimacy by serving as the main point of contact for all prospective and existing customers.
Effectively manage an extensive book of clients by providing technical support to EH&S staff and onsite personnel in all aspects of Hazardous Waste Management. Assist with regulatory compliance and characterization of chemical, biological and radioactive waste.
Prepare documentation for transportation of chemicals to appropriate disposal facilities.
Assist Account Managers with the coordination of bids, proposals, and quotations for services such as lab packs and drum disposal, lab moves, onsite support services and field service-related projects.
Maintain and grow existing customer base by providing quality control and following up with requests.
Collaborate with Finance and Operations to process job folders, including appropriate job costing and invoicing by the set timelines.
Work with Project Managers and Account Managers to understand financials and assist with the preparation of forecasts and various financial models.
Perform monthly COGS reviews of certain service areas to ensure accuracy and completeness of financial results while finding ways to maximize gross profit.
Basic Requirements:
Proven organizational and time management skills
Strong communication skills, both written and verbal
Attention to detail with the ability to keep the big picture in mind
Excellent soft skills; ability to work well with clients and co-workers
Computer skills: MS Word, excel and ability to learn internal computer software
Knowledge of RCRA and DOT
Valid US Driver's License
Must be eligible to work in the United States without sponsorship
Must have a reliable form of transportation
$28 hourly 5d ago
Sales Representative for Family-Owned, High-Performance Roofing Company
Good News Roofing & Solar
Finance service representative job in Kyle, TX
Good News Roofing & Solar isn't just another roofing company - we're a fast-growing, family-owned business built on integrity, excellence, and genuine care. We set the bar high, and we hire people who love to clear it.
Our culture blends the warmth of a family business with the drive of a high-performance team. We provide training, tools, and support - but we expect our team members to bring hustle, accountability, and a commitment to excellence every single day.
If you're looking for more than just a job - if you want a career where you can grow, earn, and be truly valued - we'd love to meet you.
Who We Hire
We hire A-players only - people who:
Outwork and outperform the average person, every time
Take full ownership of their results
Thrive under pressure and love a challenge
Are hungry to learn
Bring solutions, not excuses
Show up with energy, positivity, and a team-first attitude
Operate with unshakable integrity - even when no one is watching
If that's not you, you'll hate working here. If it is you, you'll love it.
Job Summary
As a Sales Representative/Project Manager, you'll own the client experience from first contact to project completion. You'll be the face of Good News Roofing, building trust, bringing in new business, and delivering high-quality results.
We'll equip you with extensive training, ongoing support, and cutting-edge tools to help you succeed - but we're looking for someone who is self-driven, competitive, and ready to take charge of their own success.
This is not just another sales job. It's a career path for someone who wants to grow with a thriving company, earn uncapped income, and be part of a team that pushes each other to win.
What You Can Expect
Industry-leading training & mentorship
CRM, estimating, and project management tools
Ongoing education and skill development
Paid time off
A team that genuinely has your back
Key Responsibilities
Prospect, qualify, and follow up on leads through networking, referrals, and lead generation tools
Conduct roof inspections and present tailored solutions
Create accurate estimates and proposals
Negotiate and close sales to meet or exceed targets
Manage projects from material ordering to job scheduling and completion (
we don't just sign contracts, we're with the client to the finish
)
Maintain accurate records in CRM and follow SOPs
Ensure client satisfaction and generate referrals
Qualifications We're Looking For
Unshakable integrity and professionalism
Strong communication and relationship-building skills
Highly self-motivated with a relentless drive to succeed
Organized, detail-oriented, and able to manage multiple tasks
Problem-solver who takes initiative
Teachable, coachable, and open to growth
Valid driver's license and reliable transportation
Do Not Apply If
You want a 9-to-5 job
You dislike hustle or competition
You are disorganized or easily overwhelmed
You don't want to work outdoors
To Apply
Email your resume and cover letter to ************************** with the subject line:
Attention: Sales Representative/Project Manager Application
(Do not apply via LinkedIn - your application will not be considered.)
Cover Letter Prompt:
Tell me about a goal you set for yourself and what you did to hit it.
$39k-73k yearly est. 5d ago
Veterinary Sales Representative -Flex Time (12 days/mo)
Promoveo Health 3.0
Finance service representative job in San Marcos, TX
Pharmaceutical Sales Representative - Veterinary - Flex Time (12 days/mo)
Promoveo Health, a leading Pharmaceutical Sales recruiting, and contract sales company has an outstanding position representing one of our strategic clients. Our client is a rapidly growing organization with a very strong presence in the Veterinary Medicine field.
This is a position where you will be a W2 employee of Promoveo Health.
The Veterinary Sales Representative will be responsible for revenue growth within your specified geographic region. You will be accountable for a sales revenue plan in the clinical (office based) markets. This role requires strong account management and selling skills, as you will be the selling interface between the accounts and the company.
The ideal candidate will have:
· 5+ years of Veterinary Pharmaceutical Sales either on the Pharmaceutical or Distributor side
· Clinical experience calling on Veterinary Practices in this market
· Experience calling on and existing relationships with Vets in the area
· Excellent interpersonal, communication, teaching and negotiation skills
· BS Degree in related discipline
Job Expectations:
·Part time position with high management visibility and performance expectations.
· Travel - You will be home every night- no overnight travel is required!
EOE STATEMENT
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
$47k-87k yearly est. 1d ago
Customer Service Representative
JBL Resources 4.3
Finance service representative job in San Antonio, TX
About Our Client: Accepting no less than the absolute best, our client has climbed to the top, gaining a reputation for both excellence and satisfaction. Working at this company will give you the opportunity to work with some of the top technical professionals in the industry who are bringing cutting-edge products to forefront. Offering results-driven people a place where they can truly make a difference on a daily basis, this is an opportunity you will not want to miss!
Key Responsibilities:
Processing multiple daily order entry and billing transactions with a high level of accuracy and attention to detail.
Resolving issues related to orders, billing, accounts receivable, and returns in a timely and professional manner.
Maintaining customer accounts by updating records and ensuring accuracy in all transactions.
Communicating directly with the sales force, internal departments, and clients to address and resolve customer concerns.
Handling customer inquiries, assessing their needs, and ensuring quality service that meets customer satisfaction standards.
Generating reports and maintaining detailed records to track order processing and customer interactions.
Supporting the team by collaborating effectively and maintaining a positive, goal-oriented work environment.
Working beyond standard hours as needed to support business needs and ensure timely order fulfillment.
Qualifications:
High school diploma or equivalent required.
Associate's degree or equivalent work experience preferred.
Must have experience in order processing and a strong understanding of order management workflows.
Experience working with an ERP system, preferably Oracle, is helpful.
Must be proficient in Microsoft Office, including Excel and Outlook.
Must possess a valid driver's license and have a good driving record.
Minimum of 2+ years of customer service or account management experience.
Demonstrated knowledge of customer service principles, including customer needs assessment, quality service standards, and customer satisfaction evaluation.
Strong problem-solving and communication skills, with the ability to address customer concerns effectively.
Excellent organizational skills, customer service abilities, and follow-up capabilities.
Strong phone communication skills with the ability to remain composed in stressful situations.
Proven ability to process orders accurately and generate reports with attention to detail.
Must be able and willing to work successfully in a team-oriented environment.
Must be dedicated, goal-oriented, and self-directed.
Ability to work beyond standard hours as needed to support business demands.
NO C2C CANDIDATES
Interested Candidates please apply on our website at https://jobs.jblresources.com.
For more information about our services and great opportunities at JBL Resources, please visit our website: https://www.jblresources.com.
JBL Resources is proud to have earned the reputation of being a premier provider of top talent professionals in the fields of engineering, human resources, logistics, operations, and supply chain management. As specialists in both permanent placement and contract services, our mission is to help companies and individuals become all they were created to be.
**JBL is an Equal Opportunity Employer and E-Verify Company
$28k-39k yearly est. 47d ago
Experienced US Equities Trader - Austin
Kershner Trading Group
Finance service representative job in Austin, TX
Kershner Trading Group, LLC is looking for experienced US Equities Traders and is seeking individuals with a strong entrepreneurial spirit, exceptional work ethic and strong analytical skills to trade stocks for the firm. Ideal candidates have the ability to make sound decisions quickly and confidently and can demonstrate skills as a disciplined, calm competitor with a solid track record of results. A high comfort level with technology and computer usage is necessary to use leading edge technologies and real-time executions of trades. Candidates are expected to be experienced traders, wanting to trade fully backed with 100% firm capital in Austin, Texas. Must have $500K in verifiable 1099/K1 income and no FINRA or other regulatory issues. If you do not have two years of experience with a good track record we will not reply to your inquiry.
Kershner Trading Group is a leading proprietary trading and technology firm, headquartered in Austin, Texas with a second office in midtown Manhattan, NY. Our proprietary trading firm provides capital and infrastructure to in-house traders, who actively trade stock instruments in financial markets on behalf of the firm. The traders share the profits arising from their trading activity with the firm. Traders buy and sell in the U.S. equity markets. Each trader sets their own style and strategy. All trading roles are performance based earning, there is no base salary associated with this opportunity. Please review our website to learn even more about our culture and environment; no phone calls.
Kershner Trading Group, LLC provides unique opportunities to talented, energetic people, rooted in the philosophy that
everyone can do more than they realize, if they try.
KTG empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and are open to being both a student and teacher in a learning organization.
Kershner offers the chance to join a high-performance team of experienced traders trading more every day and adapting to new market opportunities, talented technology professionals developing leading edge trading and market analytics systems, quantitative/ business analysts providing tools and insights to fuel business growth and top-notch support staff keeping it all humming in an environment where every day brings new challenges yet maintains the cool, casual “Austin” atmosphere.
What are you capable of?? KTG is currently seeking candidates who are excited at the prospect of pushing their own professional limits. Think you can do more??
At Kershner Trading Group we are democratizing the science of quantitative trading. Please check out our cloud-based research platform at cloudquant.com. Cloudquant is a free trading and research tool for ordinary people with extraordinary ideas. You create it, we fund it, we profit together! There is no need to wait, take cloudquant.com for a test drive now while we review your application.
$75k-134k yearly est. 60d+ ago
Immigration Services Officer
Department of Homeland Security 4.5
Finance service representative job in San Antonio, TX
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
$63k-98k yearly est. 5d ago
Part Time (30 hour) Associate Banker Walnut, New Braunfels, TX Bilingual Spanish Required
JPMC
Finance service representative job in New Braunfels, 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.
Reading and speaking in both Spanish and English fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$45k-92k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Crystal Fuller
Finance service representative job in San Antonio, TX
Responsive recruiter Replies within 24 hours Benefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Join our agency at Crystal Fuller - State Farm!
Here in our Agency, we have over 15 licensed team members. I have been affiliated with State Farm since 2002 and have been a State Farm Agent since 2010. If selected, you will be joining one of the best State Farm Agencies in the United States. I have two office locations. Fun fact: I was the first State Farm Agent in San Antonio to be given the opportunity to have a second office location.
Check out our Google reviews, photos on Instagram - @fullerpocketswith Crystal, and my website - crystalfuller.com. We pride ourselves in integrity and have a work hard, play hard philosophy. We are Chairman's Circle Qualifiers, Ambassador Club, Million Dollar Round table, Small Business Premier Leaders, and SVP Club leaders. Be a part of an established office & winning team.
If you're looking for an exciting career opportunity in a fun and supportive environment, Crystal Fuller - State Farm may be the perfect fit for you. Since opening our doors in 2010, we've been committed to providing exceptional service to our community, and we're looking for someone who shares our passion for helping others.
ROLE DESCRIPTION:
As a FinancialServicesRepresentative - State Farm Agent Team Member with Crystal Fuller - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Experience in financialservices preferred.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Compensation: $60,000.00 - $80,000.00 per year
We're Hiring!
We are a very busy office and are looking for our next great team member. This busy insurance and financialservices office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity. Come work with an energetic, fun team at Crystal Fuller - State Farm Agent!
About Our Agency
We help customers with their insurance and financialservices needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
Our office is located in San Antonio.
Our office is open Monday - Friday, 9:00am - 5:00pm.
Additional languages spoken: Spanish
We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$60k-80k yearly Auto-Apply 60d+ ago
Customer Service Representative
Chasesource 4.1
Finance service representative job in Austin, TX
TempToFT
Job Title: Call Center Representative Pay Rate: $20.00 per hour Schedule: Must be available to work any 8-hour shift between 7:00 AM and 7:00 PM, Monday through Friday Work Setup: In-office only (local candidates must live within commuting distance)
Position Overview:
Join the Provider Network team supporting Health Medicaid programs. This in-office role involves assisting healthcare providers and members with questions related to Medicaid eligibility, claims, and general program inquiries.
Responsibilities:
Answer high-volume inbound calls in a professional and timely manner
Assist with Medicaid-related inquiries, including eligibility, claims, and provider support
Accurately document all calls in the system
Transfer calls to appropriate departments as needed
Meet required attendance, productivity, and quality standards
Requirements:
Minimum of 6 months of recent experience in a high-volume call center environment
Strong verbal communication and customer service skills
Ability to multi-task and remain organized in a fast-paced setting
Familiarity with Microsoft Office is a plus
Must reside locally and be able to commute to the office
If you have a passion for customer service and want to support healthcare providers and members, we encourage you to apply.
$20 hourly 12d ago
Financial Services Representative - State Farm Agent Team Member
Justin Meadows-State Farm Agent
Finance service representative job in New Braunfels, TX
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Are you an experienced financialservices and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
Consult customers on financial planning, investment options, and life/health insurance coverage
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Train and mentor team members on customer needs analysis and sales conversations
Preferred Qualifications:
Active Life & Health license (required or ability to obtain quickly)
FINRA Series 7 and 63 licenses preferred
Previous experience in financialservices and/or insurance
Strong communication and analytical skills
Professional, trustworthy, and customer-focused demeanor
$30k-46k yearly est. 18d ago
Future Consideration -Insurance Customer Service Roles
Watkins Insurance Group 3.5
Finance service representative job in Austin, TX
Job Description
We review Future Consideration resumes regularly and reach out for upcoming openings. Submit now to be first in line.
Departments:
Commercial Lines (includes, Surety, Condo & HOA)
Personal Lines
Employee Benefits
Overview
Our Insurance Customer Service roles are essential to the client experience ensuring every policy, question, and interaction reflects the care and professionalism our agency is known for. They support our Account Managers and Producers by managing policy changes, resolving billing questions, and assisting with client communications with accuracy and attention to detail. You'll become a part of insurance professionals and contribute to a collaborative, client-focused culture.
These roles exist across our Commercial Lines, Personal Lines, and Employee Benefits departments and each contributes to our mission of delivering responsive, relationship-driven service.
We encourage you to connect with us whether you're just beginning your insurance journey or have years of experience.
Distinguishing Characteristics
Active Texas General Lines P&C license (or L&H for Employee Benefits). Not required for entry-level roles
1-2 years of insurance support or policy servicing experience. Not required for entry-level roles
Experience with insurance systems such as Applied Epic (and/or Ease for Employee Benefits) preferred
Industry designation related to area of expertise
Knowledge of insurance coverages (e.g., auto, property, group health, workers' comp)
We welcome individuals who value collaboration, growth, and integrity.
Ready to Join Us?
Submit your resume today to join our Talent Community and be among the first considered for upcoming roles in your specialty area.
$26k-31k yearly est. 16d ago
Financial Services Representative - State Farm Agent Team Member
Yan Yan Tung-State Farm Agent
Finance service representative job in Austin, TX
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Employee discounts
Free food & snacks
Health insurance
Paid time off
Training & development
Vision insurance
ROLE DESCRIPTION:
As a FinancialServicesRepresentative - State Farm Agent Team Member with Yan Yan Tung - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Assist customers with life insurance needs review.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices.
Analytical and communication skills.
FINRA Series 65 and 63 licenses preferred.
$30k-46k yearly est. 30d ago
Financial Services Representative State Farm Agent Team Member
Robert Ndegwa-State Farm Agent
Finance service representative job in Austin, TX
Job DescriptionROLE DESCRIPTION: As a FinancialServicesRepresentative State Farm Agent Team Member with Robert Ndegwa - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must currently hold relevant financialservice licenses (Life/Health, Series 6/63/65 or mortgage)
Proven experience working as a financialservicesrepresentative.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Simple IRA
Salary plus commission/bonus (Base salary between $40-60k, potential to earn $70-$120k annually)
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
$30k-46k yearly est. 3d ago
Customer Service Officer
Workoo Technologies
Finance service representative job in San Antonio, TX
Customer servicerepresentative job description
Open and maintain customer accounts by recording account information
Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
Maintain financial accounts by processing customer adjustments
Recommend potential products or services to management by collecting customer information and analyzing customer needs
Prepare product or service reports by collecting and analyzing customer information
Contribute to team effort by accomplishing related results as needed
Manage large amounts of incoming calls
Generate sales leads
Identify and assess customers' needs to achieve satisfaction
Build sustainable relationships of trust through open and interactive communication
Provide accurate, valid, and complete information by using the right methods/tools
Meet personal/team sales targets and call handling quotas
Handle complaints, provide appropriate solutions and alternatives within the time limits, and follow up to ensure resolution
Keep records of customer interactions, process customer accounts, and file documents
Follow communication procedures, guidelines, and policies
Go the extra mile to engage customers
Resolve customer complaints via phone, email, mail, or social media
Use telephones to reach out to customers and verify account information
Greet customers warmly and ascertain problem or reason for calling
Cancel or upgrade accounts
Assist with placement of orders, refunds, or exchanges
Advise on company information
Take payment information and other pertinent information such as addresses and phone numbers
Place or cancel orders
Answer questions about warranties or terms of sale
Act as the company gatekeeper
Suggest solutions when a product malfunctions
Handle product recalls
Attempt to persuade customer to reconsider cancellation
Inform customer of deals and promotions
Sell products and services
Utilize computer technology to handle high call volumes
Work with customer service manager to ensure proper customer service is being delivered
Close out or open call records
Compile reports on overall customer satisfaction
Read from scripts
Handle changes in policies or renewals
Customer servicerepresentative requirements:
Proven customer support experience
Track record of over-achieving quota
Strong phone contact handling skills and active listening
Familiar with CRM systems and practices
Customer orientation and ability to adapt/respond to different types of characters
Excellent communication and presentation skills
Ability to multitask, prioritize and manage time effectively
High school diploma or equivalent; college degree preferred
Customer servicerepresentative skills & proficiencies:
Customer Service Skills
Product Knowledge
Quality Focus
Market Knowledge
Documentation Skills
Listening Skills
Phone Skills
Resolving Conflict
Multitask
Patience
Negotiation
Positive Attitude
Attention to Detail
People Oriented
Analysis
Problem Solving
Organizational Skills
Adaptability
Ability to Work Under Pressure
Computer Skills
$23k-34k yearly est. 60d+ ago
Veterans Service Officer/Director
Comal County (Tx
Finance service representative job in New Braunfels, TX
Online applications are only accepted for current available positions. Incomplete applications will be rejected. Resumes are not accepted in lieu of an application and/or the Work History section. Any position posted may be closed or extended at any particular time during the advertisement period, at the discretion of Comal County.
Summary
This position requires a thorough knowledge of veteran benefits and services, including local, state, and federal laws and legislation. Requires daily contact with the public, is responsible for the preparation of reports to the Veterans' Administration, assesses specific concerns, and provides direction and insight toward the proper agency, department head or county government office.
Essential Duties and Responsibilities
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Duties include the following:
* Assist veterans, surviving spouses, and/or children to establish eligibility for a pension, compensation or dependency indemnity compensation, etc.
* Locate funds for veterans and families to help pay for utilities, rent, or food.
* Assist veterans, their surviving spouses, and/or children to establish eligibility to attend school to further education or cross-train into another career field.
* Assist veterans or their surviving spouses to participate in a home loan program through the VA or Texas Veterans Land Board.
* Answer a variety of telephone inquiries and refer to the correct department or organization.
* Ascertain the eligibility of a veteran to enroll in the VA Health care system and assist the veteran in enrolling in the system.
* Ascertain eligibility of a spouse of a veteran to enroll in VA health care and assist in enrollment in the program.
* Assist veterans with transportation to health care appointments, including transporting veterans in POV if necessary.
* Act as a liaison between local health care providers (i.e., hospital and private doctor) and the VA health care providers.
* Assist veterans and their spouses in nursing homes to obtain VA benefits if eligible.
* Make home visits to veterans/surviving spouses who cannot come to one of the offices and conduct follow-up visits as necessary.
* Counsel veterans/spouses on various issues and programs available to remedy their problems (i.e., mental health and substance abuse programs).
* Attend local service organizations meetings (i.e., VFW, American Legion, Senior Citizens Advisory Preparedness Council (SCAPC) and gatherings (judge chili cook-off, place flags at the veteran graves, etc.) as requested by the veterans or commissioners.
* Participate and chair various committees at the direction of Commissioners Court or as requested by the public and various organizations.
* Augment when needed or as directed by the Commissioners Court when emergency/natural disaster situations arise.
* Assist surviving members of veterans in obtaining VA headstones or markers.
* Assist veterans and surviving spouses in filing appeals on disapproved claims.
* Attend out area conferences provided by the Texas Veterans Commissioner twice a year to maintain certification for the position of Veterans County Service Officer that is mandated under the provisions of Section 434.038(a) of the Texas Government Code.
* Assist the Texas Work Force Commission's VA representative in searching for employment opportunities and training for veterans.
* Act as liaison between Comal County Veterans Council and Commissioners Court.
* Reacquisition supplies to keep the office running effectively and efficiently.
* Prepare an annual budget proposal for the operations portion of the veteran services department.
* Other duties as assigned.
* Attendance is an essential function of the job.
Note: The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is assigned by the supervisor.
Mandatory Qualifications
EDUCATION and/or EXPERIENCE
A High School Diploma or GED equivalent is required. Honorably served time in the armed forces is Mandatory. A bachelor's degree in business or human resources is strongly preferred. The individual should possess a thorough working knowledge of Veteran services and benefit procedures and practices. Must have a valid Texas driver's license to operate county vehicles.
OTHER SKILLS AND ABILITIES
Other specialized job requirements are the ability to type, computer skills, good listening skills, and attention to detail when filling out various VA forms. Ability to work independently on complex veterans and family issues. A valid Texas Driver's license is required.
Desired Minimum Qualifications
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentage and to draw and interpret bar graphs.
REASONING ABILITY
Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
PHYSICAL DEMANDS
This is a sedentary position. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodation may be provided to enable individuals with disabilities to perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions.
The noise level in the work environment is usually moderate.
SELECTION GUIDELINES
Formal application, rating of education and experience; oral interview and reference check; job related tests might be required.
This job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. The employee further understands and accepts that this position falls under the provision of an "At Will" employment, and under no circumstances is this an employment contract.
* If you require reasonable accommodation in completing an application, any pre-employment testing, the interview process, or otherwise participating in the selection process, please direct your inquires to Comal County Human Resources at ************** ************************al.tx.us.
$32k-53k yearly est. 7d ago
Private Banker - San Antonio
Midfirst Bank 4.8
Finance service representative job in San Antonio, TX
Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This would also include medical groups, law firms and accounting firms. While primarily focused on banking services, the successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects.
The successful candidate will have deep connections to the San Antonio community including strong lending experience and client portfolio consisting of deposits and loans. Candidates for this position must possess a minimum of 5 years experience in Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment. Candidates must demonstrate a strong work ethic, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives. A working knowledge of trust and investments is a plus. Commensurate Experience considered in lieu of bachelor's degree.
$52k-95k yearly est. 60d+ ago
Inside Sales / Customer Service Representative
Fastsigns 4.1
Finance service representative job in San Marcos, TX
Benefits:
Paid time off
As a FASTSIGNS Inside Sales/Customer ServiceRepresentative you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways including through email, telephone, in-person, and at the shop. You will work to build long-lasting relationships by turning prospects into customers and then into long-term clients. We are especially looking for candidates with previous customer service, design, or sign experience. We are specifically looking for bilingual (Spanish) candidates.
Our ideal candidate for this position is someone who is a self-starter, mature, outgoing, responsive, eager to learn, and able to build relationships. Great listening skills, documentation, and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders, follow up with customers, and find new sales opportunities. You will be involved in daily team meetings, execute business and marketing plans, and be intimately involved in the success of the FASTSIGNS Center.
FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service.
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$25k-31k yearly est. Auto-Apply 60d+ ago
Financial Service Representative I
Third Coast Bank 4.1
Finance service representative job in Nixon, TX
Job Description
This position is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. This position will open and service new and existing accounts, maintain and operate a teller cash drawer in order to process customer transaction requests, and establish and maintain customer records in order to adhere to all banking regulations.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank SSB.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Obtain all required identification information and commercial documentation for business customers as required per CIP prior to opening an account.
Update customer files, signature cards, resolutions, etc. for bank records.
Screen personal account holders via ChexSystems.
Screen commercial accounts via FIS eAccess/ChexSystems online
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross-sell bank products and services to new and existing bank customers.
Open, close and service certificate of deposits for personal and commercial customers
Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
Establish and update new account files.
Maintain daily rate sheet.
Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Maintain and operate a teller cash drawer.
Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
Process loan payments.
Issue Cashier's checks and money orders.
Keep records of money and negotiable instruments as required per banking regulations.
Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
Answer general account questions for bank customers.
Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with Jack Henry Associates.
Balance cash drawer at the close of the business day.
File all proof work at the close of the business day.
Open and close safe deposit boxes via Jack Henry.
Establish and update safe deposit box account files.
Prepare new and updated safe deposit box contracts.
Allow access to Safe Deposit Box Vault to customers.
Complete entry tickets for customers accessing box and enter the data into Jack Henry.
Performs all other duties as assigned.
Education and Experience:
High school diploma or general education degree (GED); or minimum of one (1) year teller experience and two - five (2-5) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Intermediate typing skills to meet production needs of the position.
Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
Effective verbal, written and interpersonal communication skills.
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
Effective organizational and time management skills.
Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment.
Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
$29k-40k yearly est. 22d ago
Financial Services Representative - State Farm Agent Team Member
Ivan Cosme-State Farm Agent
Finance service representative job in San Antonio, TX
Job DescriptionROLE DESCRIPTION: As a FinancialServicesRepresentative - State Farm Agent Team Member with Ivan Cosme - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financialservice licenses.
Proven experience working as a financialservicesrepresentative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
Bilingual Spanish preferred.
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
License reimbursement
$30k-46k yearly est. 25d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in New Braunfels, TX?
The average finance service representative in New Braunfels, TX earns between $25,000 and $55,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in New Braunfels, TX
$37,000
What are the biggest employers of Finance Service Representatives in New Braunfels, TX?
The biggest employers of Finance Service Representatives in New Braunfels, TX are: