Member service representative jobs in Dallas, TX - 2,466 jobs

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Processing II to join our Structured Debt Client Platform team. This role is located in Dallas, TX. In this role, you'll make an impact in the following ways: Perform routine and non-routine client service and transactional support functions. Provide analytics and reporting services, working to improve and automate transaction processing systems. Advise organizational units/teams to ensure timely delivery of service or resolution of issues. Participate in product development, enhancement, and system testing to ensure accurate and efficient processing of high value transactions. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience. 3-5 years of total work experience preferred. Excellent communication and writing abilities Demonstrated ability to prepare transmission files and coordinate with cross-functional groups Attention to detail Problem solving, critical thinking, time management and communication Ability to self-manage, prioritize, and execute workload Prior experience with Microsoft Office applications, especially Excel We are looking for an individual that possesses these skills or the willingness to learn our processes. We are also interested in individuals who are looking to grow as our department is growing and changing every year. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Summary: The Six Flags National Support Center is the go-to resource for our guests. The purpose of this position is to provide fast, friendly, out-going service to members at all Six Flags properties. Support Center Representatives will engage with guests from all across the country! Availability: 8 am to 5pm, 11am-8pm, and 4pm to 1am shifts. Full week schedule available, weekends required. Tuesdays & Wednesdays off or Wednesdays & Thursdays off. You'll contribute to our mission by: Supporting the Six Flags Mantra - Friendly, Clean, Fast, and Safe Service Talking with guests and answering questions regarding park policies and procedures Resolving guest complaints and concerns in a friendly and professional manner You'll do it with your: Proficiency in computer skills in Microsoft Office and Windows OS are required Basic to intermediate Salesforce's experience Ability to communication via phone, chat and email to resolve concerns Strong work ethic, attention to detail, and a commitment to safety Ability to interact in a professional and positive manner Problem-solving skill Excellent written and verbal communication skills Sense of urgency and fun Friendly, outgoing personality, and ability to address guest concerns with empathy Ability to read, speak, write, and understand the English language

THIS IS DESCRIPTION THIS IS DESCRIPTION Do You Have What It Takes? Following are the preferred qualifications for opportunities in Customer Service at one of our call centers: High school diploma / equivalent. As career progresses, ongoing technical insurance coursework and/or undergraduate studies are desirable At least One year of related clerical or customer service work Effective oral and written communication skills (English/Spanish fluency a definite plus) Ability to evaluate customer inquiries and determine appropriate actions Ability to operate a personal computer and business-related software Skills & Requirements Do You Have What It Takes? Following are the preferred qualifications for opportunities in Customer Service at one of our call centers: High school diploma / equivalent. As career progresses, ongoing technical insurance coursework and/or undergraduate studies are desirable At least One year of related clerical or customer service work Effective oral and written communication skills (English/Spanish fluency a definite plus) Ability to evaluate customer inquiries and determine appropriate actions Ability to operate a personal computer and business-related software

Customer Retention & Relationship Management Develop and execute strategies to enhance satisfaction and minimize cancellations. Build meaningful, ongoing relationships through consistent and personalized communication. Analyze customer feedback to identify trends and drive continuous improvement. Proactive Customer Engagement Conduct check-ins and discovery calls to understand customer needs and ensure a positive experience. Educate customers on warranties, incentives, and available services to help them maximize their investment. Encourage customers to share positive reviews on Google, BBB, and other platforms to enhance our reputation. Project & Case Management Manage customer cases in Salesforce, ensuring thorough documentation, accurate tracking, and on-time follow-up. Support project execution by monitoring timelines, budgets, and customer communications. Process reimbursements, credits, and invoices for escalated cases when needed. Customer Education & Engagement Conduct discovery and retention calls to understand customer needs and ensure satisfaction. Educate homeowners on warranties, incentives, and service offerings to promote confidence and clarity. Request and encourage customers to leave reviews on Google, BBB, and other platforms to enhance Dynamic EcoHome's reputation. Case & Project Coordination Manage customer cases in Salesforce, ensuring timely updates and accurate documentation. Support project progress by monitoring communication milestones and ensuring customer expectations are met. Coordinate with internal teams to ensure seamless service delivery and a smooth handoff between departments. Collaboration & Continuous Improvement Partner with operations, finance, and service teams to develop tools and workflows that improve the customer journey. Share insights and feedback to enhance retention programs and overall service quality. What You Bring 2+ years of experience in customer success, retention, or service (experience in solar, energy, or home improvement preferred). Strong communication and problem-solving skills with a calm, customer-first mindset. Experience managing cases in Salesforce or similar CRM platforms. Ability to balance multiple priorities and collaborate effectively across departments. A passion for helping customers succeed and for building lasting relationships. Compensation & Benefits $70,000 annual base + commission ($5-7 per kW installed on projects) Opportunities for advancement and performance-based incentives Paid time off, holidays, and a comprehensive benefits package A collaborative, mission-driven environment focused on innovation and growth

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual reading, speaking, and listening proficiency in Spanish/English Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted Must complete and pass required language assessment Training Schedule: You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. Posting Location: 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039 @RWF22 Posting End Date: 10 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

REPAY (“Realtime Electronic Payments” / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments. ABOUT THE ROLE REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants. RESPONSIBILITIES Completed training courses and attain the knowledge required to assist our Customer Database Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs. Contacts software and hardware vendors to request service regarding defective products. Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms. Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues. Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup. Meet and exceed service level goals set for the Customer Service Team Follow communication procedures, guidelines, and policies Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction Keep records of all client interactions Proactively communicate with our clients to help them understand the products and services REPAY offers SKILLS & EXPERIENCE NEEDED Proven technical customer support experience 2+ years of merchant services / payments industry experience preferred Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction. Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base. Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity. Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines. Ability to work in a ticket and metrics driven environment Familiarity with CRM systems and practices (e.g. Salesforce) Must be able to communicate in a clear and logical fashion verbally and in writing Must take pride and satisfaction in helping people Must prioritize identifying and solving problems above merely answering questions WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING GROWTH & PEOPLE-CENTERED LEADERSHIP As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions. FUN WORK ENVIRONMENT & GREAT TEAMS We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work. INNOVATION & EDUCATION We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events. PUTTING OUR PEOPLE FIRST We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year. REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity. REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible. We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.

ABOUT REPAY REPAY ("Realtime Electronic Payments" / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments. ABOUT THE ROLE REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants. RESPONSIBILITIES * Completed training courses and attain the knowledge required to assist our Customer Database * Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case * Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs. * Contacts software and hardware vendors to request service regarding defective products. * Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms. * Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues. * Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup. * Meet and exceed service level goals set for the Customer Service Team * Follow communication procedures, guidelines, and policies * Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction * Keep records of all client interactions * Proactively communicate with our clients to help them understand the products and services REPAY offers SKILLS & EXPERIENCE NEEDED * Proven technical customer support experience * 2+ years of merchant services / payments industry experience preferred * Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction. * Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base. * Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity. * Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines. * Ability to work in a ticket and metrics driven environment * Familiarity with CRM systems and practices (e.g. Salesforce) * Must be able to communicate in a clear and logical fashion verbally and in writing * Must take pride and satisfaction in helping people * Must prioritize identifying and solving problems above merely answering questions WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING GROWTH & PEOPLE-CENTERED LEADERSHIP As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions. FUN WORK ENVIRONMENT & GREAT TEAMS We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work. INNOVATION & EDUCATION We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events. PUTTING OUR PEOPLE FIRST We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year. REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity. REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible. We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking an Associate Customer Service Representative in **Everyday Banking** . Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. **In this role you will:** + Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment + Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems + Regularly receive direction from supervisor and escalate questions and issues to more senior employees + Interact with team on basic information, plus internal or external customers **Required Qualifications:** + 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + Bilingual reading, speaking, and listening proficiency in Spanish/English **Desired Qualifications:** + Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues + Ability to execute in a fast paced, high demand, metric driven call center environment + Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy + Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers + Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information + Knowledge, understanding and experience of internet, mobile, and social media technology **Job Expectations:** + Must be able to attend full duration of required training period + This position is not eligible for Visa sponsorship + Ability to work additional hours as needed + Schedule may be eligible for a shift differential under the terms of the shift differential policy + Must work on-site at the location posted + Must complete and pass required language assessment **Training Schedule:** + You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. + Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. + We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. + Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. **Posting Location:** + 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039 @RWF22 **Posting End Date:** 10 Jan 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-509396

Job Description The Customer Retention Auditor supports the Retention team by ensuring accuracy, consistency, and compliance within customer retention call documentation. This role is responsible for assigning and tracking call logs, auditing call records against established checklists, maintaining compliance trackers, and escalating recurring issues or high-risk gaps to leadership. The ideal candidate is detail-oriented, organized, and comfortable identifying trends and process gaps. Wage Range: $18.00 - $19.00 per hour. The starting wage is determined based on relevant experience. This is an hourly, non-exempt position. Core Responsibilities Assign customer retention call logs and monitor completion on a daily and weekly basis Review call documentation to ensure all required fields, notes, and dispositions are completed accurately and consistently Conduct weekly spot-check audits using a standardized checklist or scorecard Identify, tag, and track common documentation and compliance issues (e.g., missing notes, incorrect dispositions, missing consent or disclosures) Maintain audit and compliance trackers, ensuring data is current and accurate Send reminders and follow-ups to team members regarding incomplete or incorrect documentation Escalate repeat issues, trends, or high-risk compliance misses to the supervisor or manager Support leadership with insights on process gaps and opportunities for improvement Required Skills & Qualifications Strong attention to detail and accuracy Excellent organizational and time-management skills Ability to follow standardized processes and checklists Comfortable reviewing call documentation and identifying inconsistencies Clear written communication skills for follow-ups and escalation Ability to handle sensitive or compliance-related information with discretion Preferred Qualifications Experience in quality assurance, auditing, compliance, or customer service operations Familiarity with call tracking systems or CRM platforms Prior experience supporting retention, sales, or call center teams Strong proficiency in Microsoft Excel (filters, formulas, sorting, basic analysis) Comfortable using the full Microsoft Office Suite (Excel, Outlook, Word, Teams) Benefits Affordable health care packages that include medical, dental, vision, and life insurance Vacation + Sick Leave 9 Company Paid Holidays Yearly Employer Paid Short Term Disability + Life Insurance 401K + Company Match

The Customer Retention Auditor supports the Retention team by ensuring accuracy, consistency, and compliance within customer retention call documentation. This role is responsible for assigning and tracking call logs, auditing call records against established checklists, maintaining compliance trackers, and escalating recurring issues or high-risk gaps to leadership. The ideal candidate is detail-oriented, organized, and comfortable identifying trends and process gaps. Wage Range: $18.00 - $19.00 per hour. The starting wage is determined based on relevant experience. This is an hourly, non-exempt position. Core Responsibilities Assign customer retention call logs and monitor completion on a daily and weekly basis Review call documentation to ensure all required fields, notes, and dispositions are completed accurately and consistently Conduct weekly spot-check audits using a standardized checklist or scorecard Identify, tag, and track common documentation and compliance issues (e.g., missing notes, incorrect dispositions, missing consent or disclosures) Maintain audit and compliance trackers, ensuring data is current and accurate Send reminders and follow-ups to team members regarding incomplete or incorrect documentation Escalate repeat issues, trends, or high-risk compliance misses to the supervisor or manager Support leadership with insights on process gaps and opportunities for improvement Required Skills & Qualifications Strong attention to detail and accuracy Excellent organizational and time-management skills Ability to follow standardized processes and checklists Comfortable reviewing call documentation and identifying inconsistencies Clear written communication skills for follow-ups and escalation Ability to handle sensitive or compliance-related information with discretion Preferred Qualifications Experience in quality assurance, auditing, compliance, or customer service operations Familiarity with call tracking systems or CRM platforms Prior experience supporting retention, sales, or call center teams Strong proficiency in Microsoft Excel (filters, formulas, sorting, basic analysis) Comfortable using the full Microsoft Office Suite (Excel, Outlook, Word, Teams) Benefits Affordable health care packages that include medical, dental, vision, and life insurance Vacation + Sick Leave 9 Company Paid Holidays Yearly Employer Paid Short Term Disability + Life Insurance 401K + Company Match

Job Description Join our team as a Financial Services Representative and become part of a respected organization with a strong reputation in the insurance and financial industry. At NYL - DFW, your professional growth is our priority. We equip you with the training, resources, and ongoing support you need to thrive. In this role, you'll build trusted relationships with clients, helping them make confident decisions that support a secure financial future. We are dedicated to delivering outstanding customer service, ensuring you can provide exceptional guidance and solutions every step of the way. We offer a competitive compensation structure along with clear opportunities for career advancement-giving you the ability to grow personally and professionally. Be part of a team that values your success and empowers you to make a meaningful impact in the lives of others through financial services. Let's build something great together. Compensation: $75,000 - $90,000+ yearly Responsibilities: Create and execute sales strategies to grow and manage customer portfolios effectively Provide personalized advice by evaluating clients' financial needs and priorities, presenting tailored plan options that fit their goals Participate in required training sessions-both online and in person-to obtain and maintain necessary licenses Deliver exceptional customer service at every stage of the client relationship Qualifications: Strong communication skills are essential for success in this role Must already hold, or be willing to obtain, a Life/Health insurance license Passion for helping others and making a positive impact Prior experience in sales or business is highly valued Comfort using CRM tools, especially Salesforce, is a plus Bilingual candidates are strongly encouraged to apply About Company We are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. A promise to work with you to build a strong financial future for both you and your clients.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Paid time off Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Ability to make presentations to potential customers Achieve mutually agreed upon marketing goals Experience in marketing Property and Casualty license (must have currently) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Take the Next Step in Your Career With Us! Looking to build a rewarding career in the banking industry? We're hiring a Financial Service Representative in Dallas, TX who thrives in a customer-facing role and enjoys helping people reach their financial goals. If you bring energy, attention to detail, and a passion for exceptional service, this is your chance to join a supportive team and grow with a trusted financial institution. Financial Service Representative Dallas, TX | Full-time | Banking & Finance Why Work With Us: • Join a positive, team-oriented environment where your contributions are valued • Enjoy a role that combines customer service, sales, and daily banking operations • Competitive pay, full benefits, and clear opportunities for professional advancement What You'll Do: • Assist customers with opening and maintaining personal and business bank accounts • Handle teller transactions, loan payments, and general account inquiries • Recommend relevant banking products and services to meet customer needs • Ensure accuracy and compliance with bank policies and federal regulations • Support daily branch operations including balancing, reporting, and customer support • Serve as a notary (if certified) and manage safe deposit box services What We're Looking For: • Experience in banking or customer service is a strong plus • Solid understanding of financial products and services • High attention to detail and excellent organizational skills • Friendly, professional communication style and strong customer focus • Ability to multitask and collaborate in a fast-paced branch setting • Familiarity with platforms like Jack Henry or ChexSystems is a bonus Ready to Land Your Next Great Role? Apply now and let our recruiting team help you take the next step in your career! #FinancialServiceRepresentativejobs #FinancialServiceRepresentativejobshiringnow #DallasFinancialServiceRepresentativejobs #hiringtoday #Fistaffcareers #gethiredfast #NowHiring #ApplyToday #CareerOpportunity #JobsinDallas Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Job Description The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations. The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Essential Functions: New Accounts Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank. Responsible for maintaining current knowledge of bank products and services offered. Open new accounts and service existing accounts for personal and commercial customers. Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.) Update customer files, signature cards, resolutions, etc. for bank records. Screen personal account holders via ChexSystems. Screen commercial accounts via FIS eAccess/ChexSystems online Process ATM/Debit Card and check order requests. Establish and reset online banking access through NetTeller. Cross-sell bank products and services to new and existing bank customers. Open, close and service certificate of deposits for personal and commercial customers Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. Establish and update new account files. Maintain daily rate sheet. Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Teller Line Maintain and operate a teller cash drawer. Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. Process loan payments. Issue Cashier's checks and money orders. Keep records of money and negotiable instruments as required per banking regulations. Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. Answer general account questions for bank customers. Cross-sell bank products and services. Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS. Balance cash drawer at the close of the business day. File all proof work at the close of the business day. Safe Deposit Box: (if applicable at your assigned branch location) Open and close safe deposit boxes via FIS. Establish and update safe deposit box account files. Prepare new and updated safe deposit box contracts. Allow access to Safe Deposit Box Vault to customers. Complete entry tickets for customers accessing box and enter the data into FIS. Maintain current job knowledge and adhere to all bank policies and procedures Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper Bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred. Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.

Job DescriptionBenefits: 401(k) 401(k) matching Company parties Dental insurance Health insurance Opportunity for advancement Paid time off Signing bonus Training & development Vision insurance Parental leave Wellness resources Bonus based on performance ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Rick Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred

Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Ray Givens - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary of 40K plus commission/bonus Paid time off (vacation and personal/sick days) Group Health Plan with Vision & Dental Growth potential/Opportunity for advancement within my office

Job DescriptionBenefits: 401(k) matching Bonus based on performance Company parties Competitive salary Free food & snacks Health insurance Opportunity for advancement Paid time off Profit sharing Training & development Wellness resources ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - 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. Ability to present themselves professionally in virtual meetings to our customers. QUALIFICATIONS: 1+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred but not required. Our Agency has been proudly serving the community since August 2015, and our team of 12 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment. We believe in creating opportunities for growth and rewarding hard work with generous benefits, including retirement plans, comprehensive health insurance, paid time off, and monthly, quarterly, and annual bonuses. To keep things exciting, we also host weekly prize opportunities and team-building events. As a proud graduate of Texas A&M University, Ron brings commitment to excellence into every aspect of the entire agency. His dedication to community involvement is reflected in my roles on the Advisory Council for the Salvation Army, the Irving Sunrise Rotary Club, and the Board of Directors for the City of Irving. He has also been honored as an Irving Rising Star and recognized for leadership by the World Malayalee Council of DFW Province. In our office, our team lives by our core values: integrity, ownership, humility, teamwork, positivity, excellence, growth, and a touch of awesomeness. These principles guide everything we do, fostering a supportive and collaborative atmosphere where team members thrive. If youre ready to join a fun and inspiring environment where your contributions are valued, wed love to welcome you to our growing team! Position Overview: Are you a driven professional looking to take your career to the next level? A successful State Farm Agent is seeking an enthusiastic go-getter to join their winning team as a Financial Services Representative - State Farm Agent Team Member. This is more than just a job; its a chance to be part of a dynamic team, delivering value-based conversations and exceptional customer experiences. If youre a self-starter who thrives in a fast-paced environment, this could be your opportunity for a rewarding career with outstanding income and growth potential. Why Join Us? At our Agency, we pride ourselves on being more than just an insurance provider. Were risk managers who protect what matters most to our clients: Auto, Home, Life, and Retirement Planning. Were seeking team members who are ready to grow with us, learn the business inside and out, and take part in an exciting, fast-growing environment. What Youll Do: Provide friendly, prompt, and accurate customer service, handling inquiries about insurance availability, coverages, claims, and billing. Develop leads, schedule appointments, identify customer needs, and offer tailored product solutions. Demonstrate a strong work ethic with an unwavering commitment to success every day. Perks of Being an Agent Team Member: Competitive Compensation: Hourly pay plus commission/bonusearn more as you grow! Flexible Hours: We believe in work-life balance. Comprehensive Benefits: Group Life Insurance, Health Insurance, 401(k) plan, and profit sharing. Paid Time Off: Vacation, personal, and sick days to recharge. Growth Potential: Opportunities for advancement within the agency. Exciting Incentives: Weekly prizes, with the chance to leave early on Fridays! Monthly and quarterly bonuses, plus an annual incentive resort trip to Mexico (with a guest!). Quarterly Growth Profit Sharing (team members receive a percentage of the agencys growth). What Were Looking For: Excellent interpersonal and communication skillsverbal, written, and listening. A people-oriented individual with a passion for delivering top-notch customer service. Self-motivated, detail-oriented, and able to handle multiple tasks in a fast-paced environment. Ability to work collaboratively as part of a team. Bilingual (Spanish) is a plus! How to Apply: If youre excited about this opportunity and motivated to succeed, wed love to hear from you! Apply now, and well be in touch to discuss the next steps in the interview process. This position is with a State Farm independent contractor agent, not State Farm Insurance Companies. Employees of State Farm agents must complete all required licensing and training. State Farm agents are independent contractors who hire their own staff.

Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Travis Barton - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Profit sharing Growth potential/Opportunity for advancement within my office Hiring bonus

Job DescriptionBenefits: Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview: Are you a 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 Perform customer needs analysis and engage in sales conversations Preferred Qualifications: Previous experience in financial services and/or insurance Strong communication and analytical skills Professional, trustworthy, and customer-focused demeanor If youre ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers lives, wed love to hear from you.