Post job

Finance service representative jobs in San Marcos, TX

- 2,131 jobs
All
Finance Service Representative
Banking Associate
Finance Representative
Customer Service Representative
Service Representative
Sales Representative
Customer Service Officer
Member Service Representative
Banker
Business Banker
Finance Service Advisor
Service Officer
  • Financial Representative Trainee (Sales) - Austin, TX

    Mutual of Omaha 4.7company rating

    Finance service representative job in Austin, TX

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 3d ago
  • Customer Service Representative

    Tata Consultancy Services 4.3company rating

    Finance service representative job in San Antonio, TX

    The Customer Service Representative plays a key role in supporting the life insurance application process. This position is responsible for contacting applicants to schedule medical examinations and ensuring smooth workflow handoff to Case Associates and Underwriters once appointments are confirmed. The representative will provide exceptional customer service while maintaining accuracy, efficiency, and compliance throughout the process. Key Responsibilities Applicant Engagement & Welcome Calls Make professional, courteous welcome calls to life insurance applicants. Provide clear guidance on next steps in the application process and respond to initial questions. Application & Case Review Review applications and case notes regularly to ensure adherence to medical, financial, and regulatory requirements. Identify missing information or requirements and take appropriate action to support timely case progression. Outbound Communication & Scheduling Support Conduct proactive outbound calls to assist applicants in scheduling their medical examinations with approved vendors. Offer support and resources to help applicants complete outstanding requirements. Underwriting & Workflow Support Work closely with Underwriters and Case Associates to expedite case closures. Communicate updates effectively and ensure smooth handoff of scheduled cases to the appropriate teams. Qualifications & Skills Strong telephone communication skills with a professional and friendly demeanor. Excellent interpersonal, verbal, and written communication abilities. Ability to follow conversation flows and document interactions accurately and thoroughly. Strong organizational and time-management skills; able to multitask effectively in a fast-paced environment. Familiarity with life insurance processes preferred. Salary Range:: $38,000 - $43,000 per year
    $38k-43k yearly 4d ago
  • Veterinary Sales Representative -Flex Time (12 days/mo)

    Promoveo Health 3.0company rating

    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
  • Ambulatory Service Representative - Pedi MFM Clinic

    Christus Health 4.6company rating

    Finance service representative job in San Marcos, TX

    Do you have the right skills and experience for this role Read on to find out, and make your application. Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs. Responsibilities: Receives and directs phone calls from patients and physician offices Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physician's clinical staff, as well as equipment and facilities Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns Schedules urgent care appointments as needed and directed by physician Greets patients for scheduled and/or urgent care appointments and procedures Confirms and verifies patient demographic and insurance information Collect co-payments from patients upon arrival when applicable Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information Collaborates with insurers to obtain patients' prior authorizations for procedures and tests as needed Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for treatment are obtained prior to patient visits. xevrcyc Verifies eligibility for procedures or tests from various health care institutions Reviews and audits billing discrepancy reports and research errors for resolution Maintains accurate and timely records, logs, charges, files, and other related information as required Performs a variety of related administrative and clerical duties, such as retrieving files and other records, faxing, collating, data entry, and relaying messages to physicians, residents and staff Prepares special reports or spreadsheets for physicians as requested Complies with established departmental policies, procedures and objectives Complies with all health and safety regulations and requirements Contributes to maintaining a respectful environment of professionalism, tolerance, and acceptance toward all employees, patients and visitors Performs other duties as required. Requirements: Education/Skills High School Diploma or GED Proficient in software and computer systems Knowledgeable of business office terminology / procedures Ability to multi task and work under stressful situation Effective written and verbal communication skills Experience 1+ year of customer service experience required Experience with medical office terminology preferred Licenses, Registrations, or Certifications None Work Schedule: Varies Work Type: Full Time
    $31k-35k yearly est. 1d 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. 23h ago
  • Benefits Sales Representative

    The Briggs Agencies 4.4company rating

    Finance service representative job in Austin, TX

    Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment. Primary Responsibilities: Engage with clients to understand their financial goals and concerns. Present tailored solutions to safeguard their assets effectively. Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Foster relationships and ensure our clients always have someone they can turn to. Why Work With Us? Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours. Unlimited Earning Potential: Your dedication determines your earnings*. Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently! Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: No stringent qualifications needed. We believe in potential. 2. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. FAQs: When will I hear back after applying? Typically, within 24 hours. Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation. What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization. * This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance. State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.
    $65k yearly 1d ago
  • Customer Service Representative

    JBL Resources 4.3company rating

    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. 7d ago
  • Business Banker II

    Frost Bank 4.9company rating

    Finance service representative job in Bastrop, TX

    It's about helping small businesses achieve big goals. Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Business Banker II, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. You'll also be responsible for delivering products to designated segments of the small business market. Prospecting and cold-calling are a part of the job, but to you, it's an opportunity to build long-lasting relationships with folks who can benefit from your financial expertise. You welcome a challenge and are always ready to support others on their journey toward financial success. What you'll do: Become familiar with your clients and their business to understand and act on their needs Achieve monthly call and product sales goals set by the sales manager Report weekly activity and marketing results to the sales manager of business banking Manage and support loan commitments with accuracy and efficiency You champion Frost's philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you're asked because it's the right thing to do, and doing so with excellence Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services Support specific financial centers' defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened Stay up to date on bank products and services by regularly attending training classes Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Have a background in banking and lending solutions Have prior experience with cold-calling and analyzing credit reports and financial statements Have knowledge of business loan center procedures Excellent written and verbal communication skills Strong organizational and time-management skills Proficiency in Microsoft applications Additional Preferred Skills: Bachelor's degree Previous banking experience and knowledge of bank products Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $76k-108k yearly est. Auto-Apply 11d ago
  • Inside Sales / Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in San Marcos, TX

    Benefits: Paid time off As a FASTSIGNS Inside Sales/Customer Service Representative 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
  • Middle Market Banking Associate I

    Texas Capital Bank 4.5company rating

    Finance service representative job in San Antonio, TX

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at ************************* Overview: A Banker Associate I will have experience within the Commercial Banking line of business. Depending on the market, this role will report to the Market or Team Leader and will provide support to senior colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients and prospects across a broad array of industries. We are seeking qualified candidates with a passion for a long-term career in Banking, that have extraordinary levels of motivation and initiative and aspire to deliver superior client experiences. Responsibilities: Participate in agenda-based client calls with Relationship Managers (approximately 10% of time spent). Support meeting preparation and follow ups as needed. Source new prospect opportunities and develop Centers of Influence (COIs). Identify cross-sell opportunities within active portfolio. Prepare and complete Balance Sheet Committee (BSC) forms and submissions. Prepare screening memos, term sheets, pitch book materials and manage screening process. Assist Portfolio (Credit) Managers with renewals, reviews, and new deal Credit Approvals. Ensure Covenant compliance and analysis. Accurately log all activity in applicable Texas Capital systems (Salesforce, Alloscape, etc.) and utilize sales tools to develop call planning strategies. Coach and mentor Analyst colleagues. Qualifications: Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree. 2.5 to 3.5 years of experience in Banking, Commercial Banking preferred or other relevant experience. Effective team player with ability to work in a fast-paced, highly collaborative environment. Exceptional writing, interpersonal and communication skills. Analytical skills - critical thinking, data and information analysis, research, and problem solving. Organizational and time management skills. Strong knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages). Advanced knowledge of banking suite of products and services. Strong knowledge and application using Salesforce and Microsoft Office including Outlook, Excel, and PowerPoint to produce reports, correspondence, and presentations. High interest in outreach to, and involvement in, the communities where we live and work. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
    $73k-114k 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 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 Financial Services Representative - 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 financial services 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 financial services 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 financial services 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
  • Banker Associate - Middle Market Banking - Associate

    JPMC

    Finance service representative job in San Antonio, TX

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills
    $45k-92k yearly est. Auto-Apply 60d+ ago
  • Customer Service Officer

    Park 6 Logistics

    Finance service representative job in Austin, TX

    At Park 6 Logistic, we are dedicated to delivering excellence in logistics, brand representation, and client experience. Our work is built on precision, innovation, and reliability. As we continue expanding our presence in new markets, we are looking for professionals who can embody our values and represent our brand with confidence, clarity, and professionalism. Joining our team means stepping into a dynamic environment that values growth, strategic thinking, and long-term career development. Job Description We are seeking a dedicated Customer Service Officer to join our team in Austin, TX. The ideal candidate will serve as a professional, reliable point of contact for clients, ensuring that every interaction reflects our company's commitment to outstanding service. This role involves supporting daily customer inquiries, coordinating logistics information, and maintaining strong communication channels to enhance client satisfaction. Responsibilities Provide timely and professional responses to customer inquiries regarding services, shipments, and account information. Coordinate with internal teams to ensure accurate delivery updates and service resolutions. Maintain detailed records of client interactions and logistics documentation. Support clients by identifying solutions, clarifying information, and ensuring a smooth experience throughout the service process. Handle scheduling, follow-ups, and service confirmations with accuracy and attention to detail. Uphold company standards and contribute to a respectful, efficient, and client-focused environment. Qualifications Strong communication and interpersonal skills. Ability to manage multiple tasks with professionalism and organizational accuracy. Problem-solving mindset with a focus on customer satisfaction. Comfortable working in a fast-paced, service-driven environment. Reliable, detail-oriented, and committed to delivering high-quality support. Additional Information Competitive salary: $47,000 - $51,000 per year Professional development and growth opportunities Supportive and collaborative work culture Skill-building environment with ongoing training Stable full-time position with long-term career potential
    $47k-51k yearly 5d ago
  • Part Time Associate Banker ME Austin Northwest (30 Hours)

    Chase 4.4company rating

    Finance service representative job in Austin, TX

    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
    $51k-102k yearly est. Auto-Apply 60d+ ago
  • Financial Services Advisor

    CAVU 3.8company rating

    Finance service representative job in Austin, TX

    About Us We are a veteran-led organization dedicated to serving those who've served. Our mission is to provide financial solutions that fill the gaps the VA may not cover-helping veterans and their families protect their futures while building rewarding careers. Position Overview As a Financial Services Advisor you'll work directly with military families to identify their financial protection needs and connect them with tailored solutions. This is a performance-based role with full training, mentorship, and high-quality leads provided. Responsibilities Meet with veterans and families to assess their financial needs Present customized solutions to protect income, assets, and loved ones Guide clients through the application and approval process Track activity goals and manage your own schedule Build relationships and contribute to a mission-driven team culture What We Provide Comprehensive training and ongoing mentorship No-cost, high-quality leads Veteran-focused team support Advancement opportunities, including agency management and ownership track Qualifications Self-starter with strong communication and interpersonal skills Driven to succeed in a performance-based environment Passion for serving veterans and their families Sales, customer service, or military background is a plus (but not required) Compensation Commission and bonus opportunities (no base salary) Performance-based pay with six-figure potential for top performers Advancement opportunities into leadership and agency management Work Location Remote - U.S. applicants only Equal Opportunity Statement CAVU is an Equal Opportunity Employer. We welcome applicants from all backgrounds and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Veterans and military spouses are encouraged to apply.
    $67k-121k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative

    Demo Company 4.4company rating

    Finance service representative job in Austin, TX

    At Acme Products in Austin, TX, we are dedicated to providing our customers with high-quality products and exceptional service. Our team is committed to ensuring that every customer has a positive experience with our brand. Customer Service Representative Are you passionate about providing excellent customer service? Do you thrive in a fast-paced environment? Acme Products M is looking for a Customer Service Representative to join our team in Austin, TX. In this role, you will be the first point of contact for our customers, ensuring that their needs are met and that they have a positive experience with our brand. Responsibilities: Provide top-notch customer service to all incoming customers Answer phone calls and emails in a timely and professional manner Assist customers with product inquiries and resolve any issues they may have Process orders and returns efficiently and accurately Work closely with other team members to ensure customer satisfaction As a Customer Service Representative, you will have the opportunity to make a real difference in the lives of our customers. Your role is crucial to our success, as you will be the face of our brand and the key to building long-lasting relationships with our customers. Qualifications: Prior customer service experience is preferred Excellent communication skills, both written and verbal Strong problem-solving abilities Ability to work in a fast-paced environment Positive attitude and a passion for helping others If you are looking for a rewarding career in customer service, Acme Products M is the perfect place for you. Join our team and help us provide exceptional service to our customers. About Us: Acme Products M is a leading provider of high-quality products in Austin, TX. We are dedicated to meeting the needs of our customers and providing them with the best possible service. Our team is committed to excellence and we are always looking for passionate individuals to join us in our mission.
    $21k-30k yearly est. 60d+ 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 financial services 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 financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor
    $30k-46k yearly est. 8d ago
  • Veterinary Customer Service Representative

    Amerivet 3.6company rating

    Finance service representative job in San Antonio, TX

    *Applicants MUST have Veterinary Vaccine Terminology Experience* AmeriVet is a leading veterinary group of over 200 practices in 37 states. We value our Company Behaviors and practice our Behaviors daily. Our interest is looking for veterinary partners who want to be part of something bigger, something even better than what they have now. Our partnership model along with our win/win culture and our commitment is to provide complete satisfaction for our team members and clients. Learn more about why AmeriVet: ***************************** We are seeking highly motivated individuals to join our team as a Veterinary Customer Service Representative (CSR) to provide phone support to our growing group of veterinary practices. The position does not work face to face with clients or animals but the ideal candidate for this position will have veterinary experience, outstanding phone etiquette, an outgoing personality, and high computer literacy. The Veterinary CSR will be responsible for making outbound calls to our current clients that are past due for their pet's services. This is a great opportunity if you have ever been in a veterinary receptionist, CSR, or technician position or similar roles focused on animal care and customer service. You will utilize our client communication platform and veterinary software to track past due patients and contact the clients to schedule the necessary appointments. At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities. Here's what you can expect when you join our team: Tailored development programs, mentorship, and career pathing to help you achieve your unique goals. Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being. Health, dental, vision, life insurance, and mental health resources to support your overall well-being. Generous paid time off and holidays, because your personal time matters. A supportive, collaborative environment where everyone feels a sense of belonging. Please note: Any Benefits listed above apply to full-time employees. At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
    $25k-33k yearly est. Auto-Apply 51d ago
  • Future Consideration -Insurance Customer Service Roles

    Watkins Insurance Group 3.5company rating

    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. 6d ago
  • Customer Service Representative Fueler/Washer

    Dev 4.2company rating

    Finance service representative job in Round Rock, TX

    Company DescriptionJobs for Humanity is partnering with Penske Truck Leasing to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Penske Truck Leasing Job Description 1302 Chisholm Trail Rd, Round Rock, TX 78681 What's the Job? Ready to accelerate your career while helping our customers move forward? As a Customer Service Representative Fueler/Washer at Penske, you'll do exactly that. You will make sure vehicles are fueled, clean and safe before they hit the road again. You will be the face of Penske-the person greeting our customers when they arrive and the one sending them off with a smile. Why join Penske as a Customer Service Representative, you ask? It's simple. Maybe you've always had an interest in vehicle maintenance but haven't had the chance to pursue it. This is the perfect place to start. No experience is required. We will introduce you to our vehicle maintenance processes. We will teach you how to use our leading-edge technology. In fact, the training and experience you get here will help you advance to become a technician. And you'll get to do that learning at a company that offers career stability and competitive benefits. Talk about an amazing opportunity. It's about going above and beyond for our customers-the way Penske goes above and beyond for you. It's about building meaningful relationships. It's about keeping our customers moving forward. Shift Differentials: Second shift start times after 11am are eligible for $2.50 per hour shift differential Third shift start time after 9pm are eligible for $3.50 per hour shift differential Main Responsibilities: • Greeting our customers and making sure they have a great experience as you fuel and wash vehicles • Performing vehicle readiness inspections to make sure tires, fluids, and other basic maintenance items are done • Helping make sure our facilities are clean, safe environments for our customers and associates • Building your skills through training and hands-on coaching to perform minor repairs such as installing mounted tires, replacing or rotating tires and performing preventive maintenance repairs • Completing other projects and tasks as assigned by supervisor Why Penske is for You: We take pride in offering a competitive wage and great benefits. This position, at this location, offers shift differentials that will vary based on second shift (starting after 11am) or third shift (starting after 9pm) and weekend work. This position, at this location, also offers individuals who hold a current and valid CDL will be eligible for a $2.00/hr rate. Penske offers ongoing skills training for to our maintenance associates, so you can grow your career! General Requirements: • High school diploma, equivalent, or prior work experience preferred • Valid driver's license required • Excellent customer service and communication skills • The ability to work well as part of a team • The ability and willingness to work outside • Basic mechanical ability and tool usage (preferred) • Basic computer skills • The associate will be required to understand and comply with specific instructions, guidelines, rules, regulations, or other information established by Penske management • The associate must be able to perform all work adhering to DOT, OSHA, and all Penske safety and maintenance policies; including but not limited to the correct selection and use of appropriate tools, PPE, machine guarding, and established best safety practice. • Regular, predictable, full attendance is an essential function of the job • Willingness to work the required schedule, work at the specific location required, complete Penske employment application, submit to a background screening (to include criminal checks, past employment and education), the ability to pass a drug screen and physical as required by the Department of Transportation, and potential travel within a near geography for training are required. This position is regulated by the Department of Transportation or designated as safety sensitive by the company, and the ability to work in a constant state of alertness and in a safe manner is required. Associates must have the ability to accept responsibility for their own safety, as well as the safety of others. Physical Requirements: The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • While performing the duties of this job, the associate will be required to move frequently, stand, walk, climb, bend, and sit for extended length of time throughout their scheduled working period. • The associate is required to use their hands on a routine and daily basis to grasp, reach, touch, handle, feel, and/or otherwise operate required tools or controls. • The associate must be able to work safely at heights using applicable ladders and elevated working platforms. • The associate must be able to safely work in all weather conditions. • Given the frequent movement of large trucks through the workplace, the associate must be able to see and hear in order to safely navigate the work environment. • The associate must be able to regularly lift and/or move up to 50lbs/23kg and occasionally lift and/or move up to 100lbs/45kg. Penske is an Equal Opportunity Employer PJ300 Job Category: Vehicle Maintenance/Mechanics/Technicians Job Family: Vehicle Maintenance Address: 1302 Chisholm Trail Rd Primary Location: US-TX-Round Rock Employer: Penske Truck Leasing Co., L.P. Req ID: 2329715
    $25k-32k yearly est. 60d+ ago

Learn more about finance service representative jobs

How much does a finance service representative earn in San Marcos, TX?

The average finance service representative in San Marcos, 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 San Marcos, TX

$37,000
Job type you want
Full Time
Part Time
Internship
Temporary