Finance service representative jobs in Round Rock, TX - 869 jobs

Job Title: CSC Customer Service Rep II Pay Rate: $18/HR Competency checklists completed for both skill sets required at CR1 level: This includes answering phones for public and internal (employee, patient, visitor) customers: documentation and dispatch of work requests. Ability to assist in special projects. WHAT IS EXPECTED (ESSENTIAL FUNCTIONS): Proficient in ALL phone and work request dispatch responsibilities. Ability to fill in for CR 1's on any shift. Monitors environmental alarms: doors, gates, parking lot intercoms & CCTV. Assists with the workflow and assignments for patient transporters. Leads or participates in projects in support of the department. Responsible for providing feedback to leadership regarding ways to improve processes, increase efficiencies, and to maximize the performance of the department. Expectations listed are intended to describe essential functions only and management retains the right to reassign duties & responsibilities to this position at any time. Performs all position appropriate duties as required in a competent, professional and courteous manner. KNOWLEDGE, SKILLS AND ABILITIES: Ability to handle difficult situations; providing conflict resolution if necessary. Excellent customer service skills. Ability to read and write in the English language. Proficiency with the Microsoft Office Suite of software. Ability to comprehend instructions, correspondence, memos and other forms of verbal and written communications. Ability to be successful in a stressful, fast-paced environment. The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities needed to perform the job. Please note that management retains the right to assign or reassign duties and responsibilities to this job at any time. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrated commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Baylor Scott & White Health. MINIMUM REQUIREMENTS ADDENDUM: Experience in an administrative support role and/or customer service preferred. Healthcare, call center, or dispatch service experience preferred. Minimum Requirements Education: H.S. Diploma/GED Equivalent Experience: 1+ year experience required Physical Requirements: Sitting in the same location or standing/walking; required to stoop, climb or lift light material (10 to 20 lbs.) or equipment. Environment: Located in an indoor area with frequent exposure to mild physical discomfort from dust, fumes, temperature, and noise. Examples: patient cares providers and laboratory technicians. Respiratory Category: Job tasks do not involve exposure to respiratory particulates and the use of respiratory protection is not a condition of employment.? Hazard 1, 2 or 3: OSHA Bloodborne Pathogen Category 3: Tasks that involve no exposure to blood, body fluids, tissues, or other potentially infectious materials and Category 1 tasks are not a condition of employment.

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.

Come join a leader in the Protective Packaging Industry! At Alleguard, we're built from the ground up to expand and shape our customer's businesses. We understand the diversity of challenges that customers are facing across different industries, from confidence in their supply chain to needing the latest innovations at their fingertips. These challenges are also opportunities, and whether our customers are in construction, protective packaging, cold-chain or other industries, we are relentless in seeing around corners, and going the extra mile to help their business succeed. Position: Customer Service Representative Job Summary The Customer Service Coordinator will be responsible for customer relationships, data maintenance, and building key partnerships within the business to meet established requirements. We are looking for a Customer Service Representative (CSR) that knows a customer service department top to bottom including keen order entry skills. This is a "hands on" position. At Alleguard, our CSR will participate in entering customer orders, act as a customer liaison, provide product information and resolve any emerging problems that our customer accounts might face, doing so with accuracy and efficiency. We are looking for someone who is genuinely excited to help customers and solve issues that may come up from time to time. Must be highly attentive to detail and have natural problem-solving skills. Successful candidates can independently work in an accurate and efficient manner and are self-motivated to work proactively. Our ideal candidate will be a team player, working to efficiently manage an integral piece of our process flow, while ensuring excellent service standards, responding efficiently, and maintaining high customer satisfaction. Our goal is to serve our customers to the highest standards. Our employees will always go above and beyond the call of duty to ensure our customer is receiving the best service in the industry. Both internally and externally, our employees are committed to finding ways to continuously improve themselves and our company to always find a way to better serve our customers. The position is not a "call center-customer service center" type position. This is a hands-on position for hard working individuals. Please do not submit a resume if you are not up for the challenge or are looking for a "shift work" type position! We are looking for team members to take our CS Department to the next level. Keeping an upbeat and positive attitude with customers is a must! Responsibilities Serve as coordinator between customer, field sales team, production team, and scheduling department. Prioritize incoming calls and e-mail inquiries/orders Accurately and efficiently process customer orders into ERP using the right procedures and protocol Identify and understand customers' needs to achieve customer satisfaction and grow sales potential Keep records of customer interactions and update customer account information Fulfill requests for samples/catalogs Follow communication procedures, guidelines, and policies Take the extra mile to engage customers Contributes customer service information and recommendations to strategic plans and reviews. Audits customer service procedures and trends and determines system improvements. Enforces company policies and procedures. Determines customer service requirements by maintaining contact with customers and visiting operational environments. Updates job knowledge by participating in educational opportunities and participating in professional organizations. Some travel required. Skills Proven customer support experience or experience as a client service representative Track record of over-achieving quota Strong phone contact handling skills and active listening Strong computer skills including Microsoft Office applications Familiarity with ERP/CRM systems and practices Ability to work in a fast paced, high pressure environment Ability to learn quickly and manage large numbers of customers, products, pricing and inventory levels Excellent communication and presentation skills Ability to multi-task, prioritize, and manage time effectively Organized with good attention to detail Strong common-sense skills Strong energy Qualifications Associated Degree required, Bachelor's degree preferred. 3-5 years previous experience in customer service role (manufacturing environment is a plus). Previous experience with mergers and acquisition integration is strongly preferred. Previous experience working and communicating with employees at multiple sites preferred. Previous experience with complex systems preferred. Bilingual in Spanish (preferred but not required) Competencies, Skills, Knowledge Collaborative/team-based management style. Strong verbal/written communication and interpersonal skills required. Strong computer skills including Windows-based programs such as Excel, Power Point, Word and Outlook is required. Strong presence, capable of engendering trust and confidence with customers and all elements of the workforce. Demonstrated track record of achieving or maintaining a positive workplace culture. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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.

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 a highly motivated and customer-focused professional to join our team as a Branch Relationship Banker (Personal Banker) at our Westlake Banking Center in Austin, TX. In this role, you'll provide outstanding service, build lasting relationships, promote our financial products, and drive sales performance. This role offers exciting opportunities for growth within the banking industry and plays a key role in creating exceptional customer experiences. If you're passionate about making a difference in your community, collaborating with a supportive team, and helping others reach their financial goals, we'd love to connect with you! Key Responsibilities: Provide full-service banking services to new and existing clients within the banking center, with a primary focus on sales and service. Process all financial transactions accurately and in a timely manner within established authorized limits and other customer service duties within the banking center. Open new accounts, update accounts, issue/activate ATM cards, originate/close consumer loans, and resolve client services concerns. Execute the sales discovery process and manager client relationships. Conduct assessments with clients to determine their financial needs and make appropriate recommendations. Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed. Execute inside/outside sales calls to prospects and established clients. Establish, expand, and maintain strong client relationships by providing extensive, personalized service focused on specific needs of each banking customer. Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly influence the product of revenue and risk of loss. Perform all duties in compliance with laws, regulations, and bank policies and procedures. Resolve client concerns through direct personal action or referral to alternative banking center or bank resources. Adhere to bank's security policies while maintaining confidentiality of bank records and client information. Meet with Branch Service Manager/Branch Manager daily to discuss progress in reaching individual and banking center goals. Perform other duties as assigned. Required Qualifications: High school diploma or equivalent required. At least 2 years of experience in customer service, retail banking, new accounts, financial services sales, or other directly related experience. Previous experience in a consultative relationship-based sales role with knowledge of consumer lending applications processes and procedures, is preferred. Strong communication and interpersonal skills, with the ability to build rapport with clients. Knowledge of banking products and services, including deposit accounts, loans, credit cards, and investment options. Sales skills and experience, with the ability to identify sales opportunities, achieve sales targets and effectively cross-sell banking products and services to meet client needs. Demonstrated problem-solving skills, with the ability to identify client needs, address inquiries, and resolve issues effectively. Strong negotiation skills, with the ability to influence and persuade clients to consider appropriate banking solutions. Attention to detail and organizational skills with the ability to multitask, prioritize tasks, and work effectively under pressure in a fast-paced environment. Proficiency in basic math and computer skills, including knowledge of 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 - 5:15 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. Employee Benefits: At Amegy Bank, our mission is to create value for our customers, communities, employees, and shareholders. We recognize the vital role you play in our success as a team member. Our benefit plans are crafted to safeguard your health and well-being, as well as that of your family, while supporting your career growth. Medical, Dental, and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match and Profit Sharing. Mental Health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products. Competitive compensation in line with work experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.

At Macmillan Learning, we're committed to driving innovation that transforms education. We seek team members who thrive on pushing boundaries, envisioning future possibilities, and building solutions that make a lasting impact. Whether you're a Pioneer shaping bold new ideas, a Builder turning possibilities into reality, or a Stabilizer optimizing for success, you'll play a vital role in advancing our mission. If you're excited by the prospect of testing new technologies, implementing transformative strategies, and thriving in a fast-paced, innovative environment, we'd love to hear from you! The primary focus is to sell all Macmillan Learning solutions across assigned accounts, with a focus on growth and winning new business. The objectives of the sales calls are to promote Macmillan Learning products for any/all courses in which Macmillan products might be appropriate at each campus. The use of on-site campus meetings, faculty and committee presentations, phone discussions, virtual demonstrations, E-mail, and the distribution of sales collateral are all methodologies that the Field Sales Representative will utilize to connect with potential Macmillan Learning clients. This position is based in the Chicago, IL territory. It is expected that the incumbent will live within the Chicago, IL area. We know that talented candidates sometimes hesitate to apply when they don't meet every single qualification listed. We encourage you to apply if you're excited about this role and believe you can contribute meaningfully to our team, even if your background doesn't align perfectly with every requirement. We're looking for people who are passionate about our mission and can bring valuable perspectives to our work. Different experiences, skills, and approaches all have the potential to strengthen what we do. If this opportunity interests you, we'd love to hear how your unique background and abilities could contribute to our team's success. We're committed to building a workplace where everyone can do their best work and where diverse viewpoints are valued. We encourage all qualified candidates to apply - we're excited to learn about the different ways you might add value to our organization. Major responsibilities include, but are not limited to: Sales Calls and On-Campus Activities Preplanning a daily schedule of sales calls for each day on campus Conducting interviews following all sales training parameters established by the immediate supervisor Delivering appropriate sales materials on a timely basis (including complimentary books, marketing brochures, letters, software demos) as sales enhancements Accomplishing required/requested servicing activities (including campus bookstores) for each of assigned accounts promptly Actively and accurately manage company CRM tool. This includes, but is not limited to all customer information, contacts, sales opportunities, and pipelines Reporting/Communication Weekly telephone calls to and with assigned sales manager. Submission of required sales tracking, sampling, etc. Daily sampling and salesforce.com reporting Submission of manuscript as requested/required by appropriate personnel Submission of travel and entertainment expense reports on a timely basis Ongoing reviews of new product (marketing) information by email Provide feedback on market trends, market reaction to our books as well as competitors Organizational Planning Preplanning visits to each campus and for each day on that campus. Planning quarters/semester travel itineraries which increase sales production within the assigned territories Organizing a home office in such a manner as to enhance their accessibility to customers Organizing Company car in such a manner as to increase effectiveness both on campus and when they are away from their home office Attend and take an active participation in professional conferences as well as sales meetings Budget Management Effective and timely allocation of sampling budgets (Sampling is the activity through which sales representatives select and deliver examination copies of books and media products). Effective use of travel and entertainment budgets to increase productivity throughout a sales territory and the sales year Monitor operational expenses within your territory Required Qualifications: Bachelor's Degree Direct sales experience; publishing experience preferred but not required Ability to work independently as well as part of a sales team Excellent communication skills and the ability to thrive in a self-starting environment A knowledge of and/or an interest in working in an academic environment Proficiency with computers and basic applications software Valid driver's license Ability to travel, including willingness to work more than 40 hours per week when necessary (typically during fall and spring selling seasons) Preferred Qualifications: Skilled in utilizing CRM platforms, virtual meeting tools, and digital resources to analyze data, track performance, and deliver engaging sales presentations Demonstrates autonomy in identifying opportunities, taking initiative, and driving outcomes, even in ambiguous or high-pressure situations A strong interest in leveraging new technologies and tools to enhance client interactions, presentations, and CRM utilization. Salary Range: $60,000 - $75,000/year Exemption Status: Exempt Physical Requirements: Requires periods of close concentration, must be able to multi-task, must be able to walk up to 3 miles a day on campus, must be able to sit/stand for long periods at conventions, must be able to concentrate in noisy/busy environment, and must be able to travel, including ability to drive for periods from 2 to 5 hours, depending upon the territory involved. A valid driver's license is required with daily travel within territory and frequent over-night trips (currently 20% but subject to change). Attendance at national sales meetings and regional meetings is required (5 or more days). During the fall and spring selling seasons it is necessary to work more than 40 hours per week. During these seasons it is necessary to spend all day on campus and then complete paperwork, sampling, and expense reports in the evening. This position is based in the Chicago, IL territory. It is expected that the incumbent will live within the Chicago, IL area. Benefits Regular full-time and qualifying part-time employees and their dependents are eligible for Macmillan benefits, effective on the employee's date of hire. Macmillan also offers health benefits coverage to qualifying same-sex and opposite-sex domestic partners (may require additional documentation) of active employees. Competitive pay and bonus plan Car Allowance Generous Health Benefits (Medical, Dental, Vision) Contributions to your 401k retirement account through Fidelity Generous paid time off, sick time, floating holidays, and paid holidays (Spring Reset Day , Juneteenth, Indigenous People's Day, Election Day, and more!) Employee Assistance Program, Education Assistance Program 100% employer-paid life and AD&D insurance And much more! Macmillan Learning is a privately-held, family-owned company that inspires what's possible for every learner. We envision a world in which every learner succeeds. Through our content, tools and services, we aim to make that a reality. To learn more, please visit macmillanlearning.com, join our Macmillan Community, stay connected to our Learning Stories blogs, or see us on LinkedIn, Facebook, or X. Macmillan Learning is a division of the Holtzbrinck Publishing Group, a global media company headquartered in Stuttgart, Germany. At Macmillan Learning, we believe diverse perspectives and backgrounds enrich our mission to improve lives through learning. We actively seek candidates who reflect a wide range of identities, experiences, and communities. We are an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, ethnicity, national origin, sex, sexual orientation, gender, gender identity or expression, disability status, physical ability, neurodiversity, genetic information, protected veteran status, family and economic status and background, geographical status and background, or any other characteristic protected by federal, state, or local law. You can read more about our Diversity, Equity, & Inclusion initiatives here. The successful candidate for this position will be an employee of Bedford, Freeman & Worth Publishing Group, LLC d/b/a Macmillan Learning. Bedford Freeman & Worth Publishing Group, LLC has developed an equal opportunity compliance program in compliance with the NY Department of Education's guidance. Portions of the equal opportunity compliance program are available for review by applicants and employees by contacting Human Resources at Macmillan Learning. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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 Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks 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. Location: 500 West Central Texas Expressway, Killeen, Texas 76541 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.

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.

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

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

Job DescriptionBenefits: Bonus based on performance Competitive salary Dental insurance Flexible schedule Health insurance Paid time off Vision insurance ROLE DESCRIPTION: As a Financial Services Rep with Marc Nascimento State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 2+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 63 licenses required.

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 Financial Services Representative - 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 financial services. Analytical and communication skills. FINRA Series 65 and 63 licenses preferred.

Job DescriptionROLE DESCRIPTION: As a Financial Services Representative 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 financial service licenses (Life/Health, Series 6/63/65 or mortgage) Proven experience working as a financial services representative. 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

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

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

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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

The Satellite PFR engages with members and prospective members in a satellite campus branch environment to identify needs and provide education on products and services that will improve their financial well-being and quality of life. Eager to build strong, long-term meaningful relationships, this role demonstrates a passion for exceptional Member service. The Satellite PFR strives to provide caring and exceptional Member experience by effectively communicating with Members in understanding needs, identifying products, services, and, solutions, and resolving Member requests and issues. This role performs other duties including setting up/taking down tables, loading/unloading supplies, and working outside of normal banking hours. The Satellite PFR reports to the Satellite Branch Manager. About UFCU As Austin's largest locally owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our members. Our mission at UFCU is simple: to provide for the well-being of our members. We're proud to focus on people - not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals. Consistently receiving awards as the Best Credit Union and Best Mortgage Lender, UFCU is proud of its people-first culture. We value our employees as much as our members. We offer an environment where people care about each other - like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives - then we're glad you're here. Essential Functions Member Relationships: Communicate UFCU's Purpose, Values, and Aspirations. Open Checking, Savings, and other deposit accounts such as Certificate of Deposits. Educate members on Credit Reviews and Needs Assessments. Accept and input consumer and business loans. Business Development: Host tables at and attend community events. Conduct presentations. Identifying and pursuing campus opportunities. Make external business partner referrals. Account Services: Refer fraud claims to experts. Provide online and mobile support. Increase Automated Teller Machine limits. Release check holds. Provide notary services. Conduct Signature Guarantees. Complete wire transfers. Validate vehicle values. Manage account restrictions and pop-up concerns and add travel notes on member accounts. Partner with Collections for members who are past due. Problem solving and facilitate connecting members with internal business partners. Conduct Transactions: Process service requests and financial transactions. Process stop payments via check, ACH and/or Cashier's Checks. Process ATM and Point-of-Service transaction disputes. Set-up and grant access to safe deposit box. Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters. Other: Performs other duties as assigned. Adhere to all company policies, procedures, and business ethics codes. Complete required regulatory training as assigned. Maintain strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to your role, including but not limited to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Knowledge, Skills and Abilities Ability to effectively build relationships, establish rapport, and diplomatically communicate information. Effective active listening skills. Excellent verbal, interpersonal, and written communication skills. Ability to be adaptable and work in a fast-paced environment. Ability to demonstrate good judgement and effective problem-solving skills to help identify and resolve Member issues. Strong attention to detail. Strong organizational and time management skills. Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude. High proficiency in Microsoft Office. Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification. Core Competencies Demonstrating Member Obsession Puts themselves in the Member's shoes Looks for friction points Makes it personalized and easy Demonstrating Performance Excellence Sets standards for elevating excellence Ensures elevated quality Takes responsibility Conducts continuous improvement Demonstrating Innovation Challenges current thinking Approaches change with a positive mindset Experience Minimum Qualifications: High School Diploma or GED Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment. Minimum of two (2) years of customer service experience Minimum of one (1) year working in a team environment Advanced knowledge of current local, state, and federal regulations Must be bondable Preferred Qualifications: Bachelor's Degree (in progress) English/Spanish bilingual Credit Union experience Series 6, 63, and/or Texas Life and Health Insurance licenses Registered NMLS Consumer Lending Experience General knowledge of applicable financial industry regulations Military experience Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position may involve periodic stressful conditions. May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.

The Satellite PFR engages with members and prospective members in a satellite campus branch environment to identify needs and provide education on products and services that will improve their financial well-being and quality of life. Eager to build strong, long-term meaningful relationships, this role demonstrates a passion for exceptional Member service. The Satellite PFR strives to provide caring and exceptional Member experience by effectively communicating with Members in understanding needs, identifying products, services, and, solutions, and resolving Member requests and issues. This role performs other duties including setting up/taking down tables, loading/unloading supplies, and working outside of normal banking hours. The Satellite PFR reports to the Satellite Branch Manager. About UFCU As Austin's largest locally owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our members. Our mission at UFCU is simple: to provide for the well-being of our members. We're proud to focus on people - not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals. Consistently receiving awards as the Best Credit Union and Best Mortgage Lender, UFCU is proud of its people-first culture. We value our employees as much as our members. We offer an environment where people care about each other - like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives - then we're glad you're here. Essential Functions Member Relationships: * Communicate UFCU's Purpose, Values, and Aspirations. * Open Checking, Savings, and other deposit accounts such as Certificate of Deposits. * Educate members on Credit Reviews and Needs Assessments. * Accept and input consumer and business loans. Business Development: * Host tables at and attend community events. * Conduct presentations. * Identifying and pursuing campus opportunities. * Make external business partner referrals. Account Services: * Refer fraud claims to experts. * Provide online and mobile support. * Increase Automated Teller Machine limits. * Release check holds. * Provide notary services. * Conduct Signature Guarantees. * Complete wire transfers. * Validate vehicle values. * Manage account restrictions and pop-up concerns and add travel notes on member accounts. * Partner with Collections for members who are past due. * Problem solving and facilitate connecting members with internal business partners. Conduct Transactions: * Process service requests and financial transactions. * Process stop payments via check, ACH and/or Cashier's Checks. * Process ATM and Point-of-Service transaction disputes. * Set-up and grant access to safe deposit box. * Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters. Other: * Performs other duties as assigned. * Adhere to all company policies, procedures, and business ethics codes. * Complete required regulatory training as assigned. * Maintain strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to your role, including but not limited to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation. Knowledge, Skills and Abilities * Ability to effectively build relationships, establish rapport, and diplomatically communicate information. * Effective active listening skills. * Excellent verbal, interpersonal, and written communication skills. * Ability to be adaptable and work in a fast-paced environment. * Ability to demonstrate good judgement and effective problem-solving skills to help identify and resolve Member issues. * Strong attention to detail. * Strong organizational and time management skills. Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a "what can I do to help?" attitude. * High proficiency in Microsoft Office. * Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification. Core Competencies * Demonstrating Member Obsession * Puts themselves in the Member's shoes * Looks for friction points * Makes it personalized and easy * Demonstrating Performance Excellence * Sets standards for elevating excellence * Ensures elevated quality * Takes responsibility * Conducts continuous improvement * Demonstrating Innovation * Challenges current thinking * Approaches change with a positive mindset Experience Minimum Qualifications: * High School Diploma or GED * Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment. * Minimum of two (2) years of customer service experience * Minimum of one (1) year working in a team environment * Advanced knowledge of current local, state, and federal regulations * Must be bondable Preferred Qualifications: * Bachelor's Degree (in progress) * English/Spanish bilingual * Credit Union experience * Series 6, 63, and/or Texas Life and Health Insurance licenses * Registered NMLS * Consumer Lending Experience * General knowledge of applicable financial industry regulations * Military experience Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * This position may involve periodic stressful conditions. * May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.