Post job

Investment banker jobs in Waco, TX

- 915 jobs
All
Investment Banker
Personal Banker
Investment Banking Internship
Finance Service Representative
Finance Service Specialist
Relationship Banker
Investment Associate
Finance Associate
Equity Trader
Futures Trader
Finance Representative
Senior Energy Trader
Banker
  • Financial Representative Trainee (Sales) - Austin, TX

    Mutual of Omaha 4.7company rating

    Investment banker 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 4d ago
  • Investment Associate

    MHW Search 3.9company rating

    Investment banker job in Dallas, TX

    MHW Search has partnered with a Multifamily/Industrial Investment firm in Dallas that has over $1bn in AUM. We are seeking a highly motivated Investment Associate with 1-3 years of experience and a strong background in industrial acquisitions, underwriting, and financial modeling. This individual will play a key role within a lean, fast-moving investment team and will support the full investment life cycle - from sourcing support and underwriting through due diligence, execution, and asset-level analysis. The ideal candidate is detail-oriented, analytical, and comfortable balancing multiple workstreams while working closely with senior leadership across acquisitions, development, capital markets, and asset management. KEY RESPONSIBILITIES Acquisitions & Underwriting Underwrite industrial acquisition and development opportunities using Argus and Excel-based models. Conduct rent, sales, and market comps across targeted industrial submarkets. Run sensitivity analyses and prepare return metrics for investment scenarios. Support investment memos and underwriting packages for internal and investment committee review. Market Research & Strategy Track industrial market trends, supply/demand dynamics, tenant movement, and capital markets activity. Maintain pipelines, broker/owner databases, and market intelligence. Assist in identifying new industrial markets and investment strategies. Due Diligence & Transaction Execution Participate in due diligence processes for acquisitions and developments. Coordinate third-party reports (environmental, engineering, appraisal) and support legal documentation review. Assist in closing processes and cross-functional deal execution. Portfolio & Asset Support Support asset management initiatives, including model updates and business plan reviews. Analyze leasing economics, tenant credit, and operating performance. Assist in preparing reporting and asset summaries. QUALIFICATIONS 1-3 years of experience in real estate investments, acquisitions, asset management, or capital markets. Industrial experience strongly preferred. Argus proficiency required (Enterprise or DCF). Advanced Excel modeling and financial analysis skills. Experience supporting investment committee processes or preparing IC materials. Strong organizational skills and ability to manage multiple priorities in an entrepreneurial environment. Bachelor's degree in Finance, Real Estate, Economics, or related field.
    $69k-122k yearly est. 1d ago
  • Investor Relations Associate

    Dhanani Private Equity Group

    Investment banker job in Sugar Land, TX

    Who you are: Passionate about data, communications, and content creation, preferably in the real estate and private equity industry. You are someone who enjoys speaking with people and are excited to build the DPEG network through public relations, social media, and strong interpersonal skills. You are highly skilled at and enjoy building long-term relationships. Duties:- Develop, maintain and strengthen relationships with DPEG investors and partners.- Keep our investment management CRM system updated accurately throughout all projects and partners.- Provide timely and accurate information to investors regarding investment opportunities, project details (closings, new leases, etc.), distribution and end of year tax documents.- Prepare and distribute press releases, presentations, and other investor communications.- Excellent communication skills with the ability to effectively present complex financial information to diverse audiences in a simple way.- Work cross-functionally with accounting and finance teams to ensure investor funds are accounted for accurately.- Coordinate investor meetings, conferences, and roadshows.- Conduct market research and analysis to identify trends and investor sentiment.- Monitor and analyze financial markets, industry trends, and competitor activities.- Stay updated on industry best practices and developments in investor relations. Requirements:- Bachelor's degree in finance, business administration, or a related field. - Proven experience in investor relations, sales, or financial services. - Strong knowledge of investment management principles and practices. - Proficiency in basic accounting, financial reporting and banking operations. - Familiarity with SEC regulations and compliance requirements. - Ability to build and maintain relationships with investors, analysts, and other stakeholders. - Detail-oriented with strong organizational skills. Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Supplemental pay types: Bonus opportunities Ability to commute/relocate: Stafford, TX 77477: Reliably commute or planning to relocate before starting work (Required) Experience: Microsoft Office: 4 years (Preferred) Sales: 4 years (Preferred) Personable (be able to build relationships with all our investors and get to know them through trust, rapport and understanding) Supplemental Pay: Bonus opportunities Job Type: Full-time Schedule: 8 hour shift Work Location: In person
    $74k-135k yearly est. 2d ago
  • Senior Minerals Trader - Physical

    Redstone Search Group 4.5company rating

    Investment banker job in Houston, TX

    Redstone Commodity Search focus on offering 360° search solutions to the global commodities markets. With a competitive coverage of Trading Houses, Producers, Majors, Utilities, Merchants, Hedge Funds, Investment Banks and Brokerages; Redstone Commodity Search can confidently offer you an edge in today's volatile market. Redstone Commodity Search are working with an international trading house looking to onboard a an experienced Senior Minerals Trader to join our client's Houston-based trading team. This role will focus exclusively on North American trade flows, managing a portfolio of minerals, developing strategic supplier and customer relationships, and driving profitability across the region. Responsibilities: Lead trading activities for minerals across North America, including negotiation, execution, and optimisation of deals. Develop and expand a strong network of regional suppliers, customers, and logistics partners. Monitor market trends, pricing movements, and supply/demand dynamics in the North American market. Identify and secure new commercial opportunities within the region. Work closely with operations, logistics, and finance to ensure smooth deal execution and effective risk management. Requirements: Minimum 5-10 years' proven experience in physical minerals trading within the North American market. Senior trader for Industrial Minerals including Bauxite, Calcined Bauxite, Brown Fused Alumina, Calcined Bauxite, Fluorspar, Fused Magnesite, Lithium Carbonate, Magnesium, Silicon Carbite, White Fused Alumina, Rare Earth Minerals etc. Metallurgical Expertise is a plus. Demonstrable track record of P&L growth and deal origination in the region. Established network across suppliers, buyers, and service providers in North America. Strong negotiation, commercial, and relationship-building skills.
    $75k-124k yearly est. 4d ago
  • Finance Associate - Acquisitions & Planning

    Sullivan Brothers Family of Companies

    Investment banker job in Houston, TX

    The Sullivan Brothers Family of Companies (SBFC) is a diversified operating and investment platform spanning environmental remediation, disaster recovery, health, construction, infrastructure, industrial operations, energy and natural resources. Through long-term investment and disciplined execution, SBFC develops and operates businesses that strengthen communities, enhance critical infrastructure, and contribute to a more sustainable and resilient future. Role Description The Associate - Acquisitions & Planning will collaborate with the Chief Investment Office and Financial Planning & Analysis teams to support the Sullivan Brothers Family of Companies (SBFC) in its financial management and strategic growth initiatives. This role focuses on evaluating and integrating new business ventures, monitoring portfolio company performance, and driving financial analysis to optimize efficiency, profitability, and returns. The Associate will work closely with management teams to analyze business drivers, historical performance, competitor benchmarks, and financial forecasts, while supporting budgeting and strategic planning to align with corporate objectives. The role will also support the firm's financing and capital markets activities, including maintaining banking relationships, evaluating funding alternatives, and assisting with debt and credit facility management across the portfolio. Responsibilities Assist in the acquisition process for new businesses and investments, including due diligence and financial evaluation Monitor and analyze the financial performance of existing and newly acquired business units Develop and maintain detailed financial models for cash flow analysis, budgeting, forecasting, and corporate goal tracking Evaluate Key Performance Indicators (KPIs) to proactively identify potential business issues before they impact financial performance Conduct ad hoc financial and strategic analyses related to capital projects, acquisitions, commercial contracts, and other initiatives Collaborate with accounting and operations teams to ensure accurate financial reporting and timely delivery of key performance insights Develop valuation analyses and return models to evaluate potential investments, divestitures, and internal capital projects Contribute to the development of long-term strategic plans, capital allocation frameworks, and scenario analyses Prepare investment memos, presentations, and reports to support decision-making and strategic recommendations Assist with capital markets activities, including lender communications, credit facility reporting, covenant monitoring, and evaluation of financing structures to support growth and liquidity needs Support relationship management with banks, financing partners, and other capital providers across the SBFC portfolio Provide analytical and strategic support to the Chief Investment Officer and Chief Financial Planning & Analysis Officer as needed Qualifications Previous experience with investment bank, private equity, consulting or public accounting firm preferred Must have intermediate to advanced proficiency in Microsoft Excel Demonstrate excellent analytical, communication, research and writing skills Demonstrate leadership skills to direct a project and/or team Must be able to work independently and enjoy working in a dynamic and energetic entrepreneurial environment with the potential for tight timelines and rapid schedule changes 4-year and/or graduate degree in finance, accounting, management, economics, engineering or data analytics
    $45k-82k yearly est. 4d ago
  • Consumer Finance Associate

    Hire Power 4.0company rating

    Investment banker job in Houston, TX

    Consumer Finance Associate - Hybrid Our client, an Am 100 law firm, has an immediate opening in their Austin, Dallas, or Houston offices for a Consumer Finance Associate with a minimum of three years of experience. Candidates should have experience navigating litigation and arbitration proceedings on behalf of financial institutions at the state, federal, and appellate levels, as well as familiarity with mortgage servicing litigation, the Fair Debt Collections Practices Act (FDCPA), the Fair Credit Reporting Act (FCRA), and state consumer protection acts. The candidate will work primarily with attorneys in our Financial Services & Capital Markets business unit. The ideal candidate will have excellent academic credentials, a commitment to the community, superior interpersonal skills, and a demonstrated record of working well under pressure. The candidate should demonstrate exceptional judgment, the ability to effectively handle multiple projects, and the ability to articulate legal strategies and courses of action. Candidates should have an active Texas bar license. Salary 190,000.00 - 250,000.00 (USD) Package Details We offer competitive compensation and a comprehensive benefit package including medical, dental, vision, 401(k) and much more.
    $37k-55k yearly est. 60d+ ago
  • Bilingual Virtual Banker

    First National Bank Texas 4.5company rating

    Investment banker job in Brownsville, TX

    * Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency * Must display ability to toggle between multiple applications while assisting customers in the various channels * Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority. * Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact * Cross-sell bank services and products * Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task * Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels * Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures * Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures * Establish and maintain solid working relationships with all levels, departments, and locations within FCBI * Consistently meets critical deadlines and other performance targets or requirements * Must be available to work all weekdays and holidays, within Bank operating hours * Perform other tasks requested by supervisors as they relate to the bank and its functions Physical Requirements: * Must be able to remain in a sitting stationary position for extended periods of time * Constantly operate a computer and other office machinery * Ability to lift up to 25 pounds FNBT is an equal opportunity employer.
    $34k-39k yearly est. 4d ago
  • Personal Banker

    First Convenience Bank

    Investment banker job in Dallas, TX

    Job Description Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may require in-store aisle prospecting Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations Receive cash and checks for deposit, verify amounts, and look for check endorsements Examine cash carefully to guard against acceptance of counterfeit checks and identification Enter transactions into computer and issue customer receipts Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit Process western union wires and cash advances Cross-sell bank services and products Provide bank services to a diverse customer base, including a large Spanish speaking population Perform other tasks requested by supervisors as they relate to the bank and its functions Regular and predictable attendance and punctuality Approval limits will be based upon established authority levels Environmental and Physical Requirements: Required to stand or walk for extended periods of time dependent upon branch location Ability to work in a high volume, stressful and noisy environment Schedules are prepared based on business need and subject to change at any time Operate a computer and other office machinery Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
    $31k-40k yearly est. 19h ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Investment banker job in Houston, TX

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $81k-145k yearly est. Easy Apply 60d+ ago
  • 2026 JPMorganChase Fellowship Program- Commercial & Investment Bank - Risk Management Track

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in Plano, TX

    JobID: 210680151 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: New York, NY Plano, TX Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Risk Management Track The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include: * Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators. * Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis. * Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders. Additional information about Risk Functions within JPMorganChase: * Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX * Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $136k-223k yearly est. Auto-Apply 8d ago
  • Investment - Summer Internship 2026

    Globe Life Inc. 4.6company rating

    Investment banker job in McKinney, TX

    Primary Duties & Responsibilities Ready to launch your career and make a real impact? At Globe Life, our summer internship program isn't about busy work, it's about diving into meaningful projects that drive our mission to help Make Tomorrow Better. As a publicly traded company, we offer a unique opportunity to gain hands-on experience, build your skills, and contribute to work that truly matters. This is more than just an internship-it's your chance to kick-start your career and leave your mark. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Investments Intern? Globe Life is looking for an Investments Intern to join the team in Summer 2026! The Investments Intern will focus on corporate bond and municipal credit research and other related activities required to support a disciplined investment selection and review process for Globe Life Inc. (NYSE: GL) and its affiliates. The candidate will research and present on a specific sector, and relevant constituents for management's review. This internship program offers a unique opportunity to gain hands-on experience in asset management, security analysis, investment research, capital markets, and valuation. This is an onsite position located in McKinney, TX. What You Will Do: * Analyze credit risk through research on corporate and municipal debt issuers. * Report ongoing company-specific and industry-wide developments and trends (verbal/written). * Perform a variety of analyses (including but not limited to) reinvestment break-even, scenario/sensitivity, etc. * Present industry/sector outlooks and provide investment recommendations. What You Can Bring: * Junior/Senior * Minimum 3.0 GPA. * Interest/participation in the CFA Program. * Ability and willingness to perform clerical functions as needed. * Willingness to learn different areas within the organization. * Work on different projects within the department as well as team projects. * Back up other team members during vacations and/or leaves of absence. * Firm understanding and interest in capital markets (equities, bonds, derivatives, alternatives, etc.). * Solid academic background with advancement towards an undergraduate degree in finance, accounting, economics, mathematics, and/or similar relevance. * Strong, detail-oriented, analytical/reasoning skills with ability to analyze large quantities of information efficiently and effectively. * Excellent organizational, interpersonal, writing, and presentation skills; must construct/defend a recommendation. * Proficiency in financial statement analysis and other relevant information. * Self-starting, and exhibiting ownership of assigned sector coverage. * Robust computer skills with proficiency in Microsoft Office (Bloomberg terminal functions a plus). * Reliable and predictable attendance of your assigned shift and have the ability to work 40 hours per week Program Overview: The Globe Life summer internship program offers 10 weeks of immersive, hands-on learning designed to help you build valuable skills and enhance your professional profile. In addition to impactful departmental projects, our program features a variety of enriching experiences: * DiSC Workshop: Enhance your communication, teamwork, and leadership skills through an interactive workshop centered on the DiSC personality assessment. Learn how to leverage your strengths and collaborate effectively. * Co-CEO Luncheon: Enjoy a unique opportunity to dine with Globe Life's co-CEOs, where you can ask questions, learn about their vision for the company, and gain firsthand leadership insights. * Networking Events: Build connections with your peers, mentors, and Globe Life professionals during structured networking sessions designed to foster lasting professional relationships. * Volunteer Event: Join forces with your fellow interns to give back to the community by participating in a volunteer event aligned with Globe Life's mission to help families secure their future. * Exclusive Game-Day Experience: As part of our partnership with the Dallas Cowboys and Texas Rangers, interns are invited to watch a Rangers game at Globe Life Field from our exclusive suite, complete with game-day snacks and an unforgettable atmosphere. * Access to Wellhub Benefit: While employed with Globe Life, interns can enjoy a month-to-month Wellhub membership with access to exclusively priced gyms and fitness studios, group and virtual classes, and custom fitness programs. * Professional Headshots: Take advantage of a complimentary professional photoshoot to upgrade your LinkedIn profile and stand out in your job search. The internship program runs from June 1st to August 4th 2026, offering a structured timeline that ensures you maximize your learning and professional development over the course of 10 impactful weeks. Join us for an unforgettable summer! Location: 7677 Henneman Way, McKinney, Texas
    $65k-98k yearly est. 12d ago
  • Frisco Dodge - Future Positions

    Greenway Automotive

    Investment banker job in Frisco, TX

    Job Details Frisco Chrsyler Dodge Jeep Ram - Frisco, TX Full Time High SchoolDescription We are looking for an experienced and motivated individuals for all positions of the automotive dealership. Submit your resume here! Responsibilities Include: Set an example of professionalism through daily actions and appearance Attends all staff meetings, trainings, and educational classes as required Follows all safety and security procedures Is ethical and transparent in all leading operations Maintains work area in a neat and organized manner Performs other duties as assigned Qualifications Are team-oriented, flexible and focused, and are eager to make money in a very busy dealership Must have a steady work history and be committed to starting a new career Strong business sense and industry expertise Possess competent computer and phone skills (Internet, Microsoft, Outlook, CRM, etc.) Must be able to read and comprehend written instructions and information Are willing to submit to pre-employment background check and drug screen Able to work independently with minimal supervision Highly motivated and willing to learn new skills Highly professional and dependable Team player with excellent communication and interpersonal skills Benefits Competitive Pay Employee Purchase and Service Discounts Ongoing Training and Education Paid Vacation Full benefits options including Medical, Dental, Vision, Life, Disability, and Accident Insurance 401(k) Retirement Savings Plan State of the Art Facility with a Professional Working Environment Greenway Automotive Group is one of the world's most progressive, privately held automotive companies proudly serving Florida, Alabama, Georgia, Missouri, South Carolina, Pennsylvania, Tennessee, Texas, and China. The Group's 46 domestic automotive dealerships include some of the nation's top ranked performers in sales, service, customer satisfaction, and profitability. Greenway Automotive Group is an Equal Opportunity Employer.
    $80k-143k yearly est. 60d+ ago
  • Intern - Commercial Banking

    Primelending 4.4company rating

    Investment banker job in McAllen, TX

    An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services. Internship Dates: May 27th - July 31st, 2026 Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered. Should be in good standing at the college or university. Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries. Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request. Participates in loan committee meetings to gain insight on the loan approval process. Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package. Observes how new business is generated through referrals, prospecting, and networking. Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials. Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients. Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills. When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.
    $50k-83k yearly est. Auto-Apply 52d ago
  • Investment Summer Intern

    Cabot Properties

    Investment banker job in Dallas, TX

    Cabot Properties is a leading international private equity real estate investment firm specializing in logistics and industrial properties. With a strategic focus on high-growth, global gateway markets, we invest in, develop, and operate modern distribution facilities that power global commerce. For more than 35 years, we have delivered value on behalf of our institutional investors through disciplined investment strategies and deep expertise. Our global footprint spans the United States, United Kingdom, Europe, and Asia Pacific, where we have built a strong reputation as a trusted partner in the logistics real estate sector. To date, Cabot has invested over $17 billion in logistics real estate, managing a portfolio of more than 1,750 properties encompassing 243 million square feet and serving over 4,300 tenants. Our scale, experience, and commitment to operational excellence position us as a long-term industry leader in one of the most dynamic segments of commercial real estate. Job Summary We have an exciting opportunity for an Investment Intern in our Dallas office for the summer of 2026. This program offers a unique opportunity to engage in the acquisition of industrial real estate, while developing transactional, financial, and investment management skills. The Investment Intern will gain exposure to the structure of private equity real estate transactions and support the team in underwriting investment opportunities, reviewing due diligence materials, conducting market research, and assisting with other components of the investment process. Key Responsibilities Investment Underwriting and Analysis Work with members of the Investments team to support investment activity across all Cabot's investment vehicles. Assist in preparing investment underwriting in Argus and Excel. Transaction and Market Research Conduct market and submarket research using CoStar and supplementary data sources. Review due diligence materials in support of potential acquisitions. Data Management Prepare and enter lease abstracts into Cabot's accounting database. Update Cabot's lease and sales transaction database maintained in Excel. Team Support Participate in special projects for the Investments team as needed. Perform other duties as assigned. Qualifications & Experience Proven record of academic performance. Preferred graduation date of 2027. Strong attention to detail and organizational skills. Effective problem-solving skills with the ability to multi-task. Works effectively and cooperatively as a member of a team. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook; Access a plus). Basic finance, accounting, or business knowledge preferred. Work Environment & Travel Hybrid work model based primarily in a professional office environment. Ability to remain in a stationary position (e.g., seated at a desk) for extended periods. Must be able to operate a computer and communicate effectively in person and via digital platforms. Reasonable accommodations will be provided in accordance with applicable laws to support individuals with disabilities. Equal Opportunity Statement Cabot Properties is an equal opportunity employer committed to creating an inclusive and respectful workplace for all. We provide equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, genetic information, pregnancy, marital or civil partnership status, veteran status, or any other characteristic protected by applicable laws. We believe that diversity, equity, and inclusion are essential to our success, and we strive to foster a culture where every team member feels valued, respected, and empowered to contribute fully.
    $41k-75k yearly est. Auto-Apply 5d ago
  • Investment Banking Intern (Spring 2026)

    Comcap Holdings LLC

    Investment banker job in Dallas, TX

    About ComCap Holdings ComCap is a premier boutique investment bank focused on the intersection of commerce and capital, with a key focus on the internet, software, and disruptive consumer companies. During the Internship Program, Interns will develop skills, build a network, and gain direct experience with investment banking. Interns will be working directly with execution and support teams in carrying out mergers, acquisitions, divestitures, and financing assignments. Role Qualifications Junior, or Senior standing at the US or Canadian University with a 3.5 GPA or above. Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses, and perform valuation analyses. Financial modeling experience in Excel, basic or better PowerPoint skills. Self-driven, detail-oriented, and able to produce large amounts of high-quality work products in a short period. Strong written and verbal communication skills. A strong academic record from a leading undergraduate program is required. Entrepreneurial streak. Work authorization in the US. Interns are expected to work full-time (estimated 40 hours a week), in a fast-paced, demanding work environment that offers the chance to learn and grow professionally. Role & Responsibilities Interns can expect a fast-paced, demanding work environment that offers the chance to learn and grow professionally. The day-to-day activities of Interns vary but include financial analysis and modeling, company and industry research, participating in the development of client presentations, and interactions with senior bankers and clients. Check with your school's Internship Coordinator BEFORE accepting the hiring offer to determine if this position satisfies the criteria for receiving academic credit. How to Apply: Please submit the following to ************************ Subject: First Name Last Name - CV / Position Applied for Given Name Last Name Email University Expected Graduation Date Major Field of Study Resume/CV Academic Transcript Why do you want to intern at ComCap? How many hours can you commit to the internship? Visit our career page at ***************************** for more information.
    $41k-75k yearly est. Easy Apply 2d ago
  • Personal Banker II

    Cadence Bank 4.7company rating

    Investment banker job in West, TX

    What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. How You Will Make an Impact * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * High school diploma required; college coursework preferred. * Previous banking or demonstrated sales experience in business, retail or other industries. * 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II) * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. * This position does NOT require S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. Cadence Bank #LI-EW1
    $31k-37k yearly est. 38d ago
  • Personal Banker

    First State Bank 3.7company rating

    Investment banker job in Waco, TX

    Job Details Waco Branch - Waco, TX Full Time High School BankingDescription Join Our First State Bank Family! First State Banks mission is to treat the community as our home, customers as our neighbors, employees as our family, and by so doing, create value for our shareholders. Our Core Values are: Genuinely Care, Trust, Relentless Improvement and Accountability. All FSB employees perform their daily job responsibilities following these guiding principles in all aspects. Benefits of Working at First State Bank: Growth Opportunities Employer Paid Employee Health Insurance Vision, Dental and Other Great Benefits 401K and Employee Stock Ownership Match Options Paid Time Off Paid Federal Holidays Summary: Responsible for both teller and new accounts transactions, cross-selling bank products/services and resolving customer service issues. Process new accounts and transactions with accuracy and efficiency while delivering an overall professional customer service experience. Bilingual in both English and Spanish is desired. Essential Job Duties & Responsibilities: Processing deposit & withdrawal transactions, balance cash drawer, as well as detecting & reporting fraudulent or suspicious activities Evaluating customer needs to suggest appropriate bank products, opening & processing all available new account types. Taking wire requests, assisting with debit card and internet banking services, performing related customer service functions Assisting customers with problem resolutions & special requests. Partner with Consumer Loan Specialists and other necessary individuals in order to assist customers with Consumer Lending needs. Knowledge, Skills & Abilities: Customer and Personal Service -- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Bilingual (English/Spanish) -- Knowledge of the structure and content of the English and Spanish languages including the meaning and spelling of words, rules of composition, and grammar. Mathematics -- Knowledge of arithmetic, algebra, and their applications. Excellent attention to detail. Other duties as assigned. This job description is subject to change at any time.
    $32k-38k yearly est. 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Alan Cox-State Farm Agent

    Investment banker job in Killeen, TX

    Job DescriptionBenefits: Paid time off Training & development Bonus based on performance Competitive salary Flexible schedule Health insurance Signing bonus ABOUT OUR AGENCY: For over 25 years, I have proudly served our community as a dedicated State Farm agent, building more than just an insurance agency Ive built a trusted relationship with countless families and businesses. My journey with State Farm began with a passion for helping people protect what matters most, and that passion continues to drive everything we do today. At Alan Cox State Farm, we believe that insurance is more than just policies and numbersits about peace of mind, security, and being there when our clients need us most. Our team operates like a family, where every members contribution is valued and where professional growth is nurtured. Were looking for motivated, compassionate individuals who want to make a real difference. Whether youre just starting your career or looking to take it to the next level, we provide the training, support, and opportunities you need to succeed. Join us, and be part of a legacy thats grounded in integrity, community, and unparalleled service. Together, we can help protect dreams and build brighter futures. .
    $30k-45k yearly est. 2d ago
  • Bilingual Financial Services Representative

    Onemci

    Investment banker job in Killeen, TX

    LOCATION Killeen, TX JOB TYPE Full-Time & Part-Time POSITION OVERVIEW 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 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. 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. 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. DIVERSITY AND EQUALITY 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. DISCLAIMER 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.
    $30k-45k yearly est. Auto-Apply 60d+ ago
  • Financial Service Specialist

    Texell Credit Union 3.7company rating

    Investment banker job in Killeen, TX

    Job Details Killeen Branch - Killeen, TX Full Time BankingDescription 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.
    $30k-44k yearly est. 43d ago

Learn more about investment banker jobs

How much does an investment banker earn in Waco, TX?

The average investment banker in Waco, TX earns between $85,000 and $277,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Waco, TX

$154,000
Job type you want
Full Time
Part Time
Internship
Temporary