Member service representative jobs in Houston, TX

. The E-Branch Services Specialist will provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. This individual will, respond to incoming calls and select the appropriate products and services to meet member request. This will all be done while meeting or exceeding the set call quality and service standards in the call center. * Respond to member service inquires in the time set by management. Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities. Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures. * Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments. Providing proactive solutions to member service. * Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. On a self-directed basis, continue to improve in individual level of competency through training and development on established educational programs. * Perform other duties as assigned by manager.

The Truck Service Specialist is a key operational leader responsible for ensuring consistent execution of company standards across multiple locations within an assigned area. This role holds full accountability for supporting operational excellence, compliance, and customer satisfaction while driving initiatives that enhance profitability and brand reputation. Truck Service Specialist partners closely with Leadership to ensure staffing, training, and performance objectives are met, while fostering a culture of accountability, safety, and continuous improvement. **Key Responsibilities** **Leadership & Talent Development** + Partner with Group Managers to ensure locations have accurate staffing targets and assist with recruiting efforts as needed. + Support the development of team members by ensuring timely and accurate completion of training programs. + Coach and mentor employees to improve performance and prepare for future leadership roles. + Promote a culture of accountability, recognition, and professional growth across all assigned locations. **Operational Excellence** + Monitor KPI's for assigned sites/region, identifying performance opportunities. Partner with operations to identify root causes for the opportunities and to develop action plans for remediation. Lead Return to Green meetings to ensure action plans are completed and expected metric improvements are realized. + Apply Lean, Six Sigma, and other methodologies to independently identify process gaps and systemic issues and identify sustainable long term scalable solutions, partner with continuous improvement team where needed, and engage operations for successful implementation across sites. + Support project implementation release and stabilization phases, ensuring solutions are embedded and continuously improved. + Participate in and/or Facilitate root cause analysis and corrective action planning for quality and compliance issues. + Support Value Stream Maps and Kaizen Events through all stages (A3 charter ideations/creation, pre-work identification and completion, regular follow-up, and sustainment). + Ensure consistent execution of company programs, policies, and procedures across all locations. + Conduct regular site visits to monitor compliance with operational standards, safety protocols, and service quality. + Maintain awareness of competitive practices, market conditions, and opportunities for automation that could impact business performance. **Financial & Business Performance** + Support Truck Service Directors and Group Managers in achieving or exceeding regional budget goals. + Monitor inventory levels, pricing compliance, and expense control measures to optimize profitability. + Ensure accurate and timely completion of required reports and financial documentation. **Customer & Brand Experience** + Champion a customer-first attitude by ensuring superior service and a clean, safe environment at all locations. + Actively solicit and incorporate customer and employee feedback to improve operations. + Apply data analysis to analyze customer feedback and operational data to identify trends and solution improvement opportunities that enhance experience and performance. + Resolve brought up customer concerns promptly and professionally. **Compliance & Safety** + Ensure adherence to all federal, state, and local regulations impacting site operations. + Promote a culture of safety for employees and customers; enforce compliance with all safety protocols. + Safeguard company assets, equipment, and inventory through strict adherence to loss prevention and audit policies. **Key Performance Indicators (KPIs)** + Compliance with company programs and operational standards. + Achievement of regional financial targets and expense control goals. + Completion of all required training programs within established timelines. + Customer satisfaction scores and resolution of called out issues. + Safety compliance and reduction of incident rates. **What We'd Like to See** + High School Diploma or GED required; Associate's or Bachelor's degree in a related field preferred, or equivalent hands-on experience in commercial vehicle repair, service management, or a related industry. + 7+ years of progressive leadership experience in truck service, fleet maintenance, or a related industry. + Proven success managing multi-site operations and leading large teams. + Strong discernment, including experience managing budgets, P&L, and operational KPIs. + Knowledge of Root Cause Analysis tools and Problem Solving techniques. + Excellent communication, coaching, and conflict resolution skills to lead diverse teams effectively. + Proficiency in Microsoft Office (Word, Excel, PowerPoint) and operational understanding of POS software. + Travel requirement is approximately 50-75%. + Valid driver's license **With Us, You'll Enjoy** + Competitive salary and annual bonus opportunity + Medical, dental, vision, and life insurance + 401(k) with company match + Paid vacation and holidays + Tuition reimbursement + Company-paid training and advancement opportunities + Relocation assistance (relocation not required) _Not all benefit plans are available to all team members. For a full list, visit:_ ************************************************************* Our travel centers serve thousands every day; not one traveler is the same and our team must reflect that. We can "return every traveler to the road better than they came" only by understanding and celebrating individualism. TravelCenters of America is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless race, color, religion, creed, national or ethnic origin, age, marital status, familial status, ancestry, sex, gender, pregnancy, gender identity or expression, sexual orientation, mental or physical disability, handicap, military service or Veteran status, genetic information or membership in any other category protected by applicable federal, state or local law. At TravelCenters of America, we invite everyone to make themselves at home. **Typical Physical Demands** This role requires frequent verbal communication and strategic engagement with field leaders, and cross-functional partners. While primarily focused on planning, and oversight, this role occasionally visits service locations and inspect operations, which may involve standing, walking, or navigating shop environments. Lifting or moving objects up to 50 lbs may be required on rare occasions. Visual acuity is essential for reviewing operational data, facilities, and service documentation. All tasks are performed with or without reasonable accommodation. **Work Environment** This role operates in a dynamic field-based environment, including regular travel to indoor and outdoor service locations across all seasons. This role may involve occasional exposure to diesel fumes, mechanical noise, moving parts, and vibration during site visits. Workspaces may include contact with grease, oil, and other substances typical of a commercial vehicle repair facility. Proper safety protocols and protective equipment are provided and expected to be used during site inspections. **Disclaimer** This may not list all duties for this position. The incumbent in this position may be asked to perform other duties. TA Operating LLC reserves the right to revise the at any time. This job description is not a contract for employment, and either the incumbent or TA Operating LLC may terminate employment at any time, for any reason. **Why join us** At bp, we support our people to learn and grow in a diverse and ambitious environment. We believe that our team is strengthened by diversity. We are committed to fostering an inclusive environment in which everyone is respected and treated fairly. There are many aspects of our employees' lives that are meaningful, so we offer benefits ( ********************************************* to enable your work to fit with your life. These benefits can include flexible working options, a generous paid parental leave policy, and excellent retirement benefits, among others! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. **Travel Requirement** Up to 75% travel should be expected with this role **Relocation Assistance:** This role is not eligible for relocation **Remote Type:** This position is a hybrid of office/remote working **Skills:** **Legal Disclaimer:** We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us . If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business while helping families protect their income, eliminate debt, and create generational wealth. We train you, support you, and help you win - whether part-time or full-time. What You'll Do • Contact warm leads (no cold calling) • Help families find the best protection plans • Develop leadership skills • Build a business with unlimited earning potential What We Look For • Coachable individuals hungry for growth • People who want time, freedom, and purpose • Strong communicators • No experience required (training provided) Earning Potential This is a 100% commission opportunity. Part-time: $35K-$75K. Full-time: $85K-$250K+. Top earners exceed $400K+. We hire nationwide, full-time and part-time. If you're ready to build something meaningful, apply today.

As a Client Retention Associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills. You will also develop a strong understanding about our firm's mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners, clients, and industry partners. You will participate in client engagement discussions and learn about a wide variety of industries, our various service lines, and business methodologies with the goal of managing current clients and re-engaging with inactive clients. You will develop service line-specific and industry-specific skills and work directly with C-level executives and CPA firms in various markets as part of a high-performance team. As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive. alliant offers six different service lines to our clients and this role manages and re-engages with clients for all service lines. Responsibilities • Account management of existing clients • Proactively reach out to inactive clients to rekindle relationships and encourage their return • Communicate our services and educate business owners and executives on the value we can bring to their organization in the form of credits and incentives as well as other services we provide • Schedule client meetings, conference calls and follow-up appointments with great attention to detail • Track outstanding proposals and follow-up with clients until proposal is signed • Maintain client relationship management (CRM) database Qualifications • Bachelor's degree required • Preferred 1+ year of experience in a fast-paced, consultative sales role • Results-oriented, competitive, and driven to achieve activity and revenue goals • Dynamic verbal communication, robust active listening, and excellent presentation and writing skills • High sense of urgency with the ability to meet deadlines and changing priorities • Collaborative and team focused • Receptiveness to performance feedback within a team environment is essential • Proficiency with Microsoft Office Suite and other relevant software applications • Candidate must reside or relocate to Houston, TX alliant offers a comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group fitness classes, paid covered parking, daily allowance for onsite café and Starbucks, and more! Do Work That Matters. Alliant ***************************

Job Description Who we are: Global Healing Center is a leading manufacturer, distributor, and retailer of healthy living products, specializing in cleansing and detoxification. Our mission: create and market the best products possible, help as many people as we can through education, and provide customers with solutions to live a healthy lifestyle. Check us out at *************************** if you are truly interested in working with us. Here's the job: Customer Satisfaction Representatives are responsible for helping customers on the phone, by email, live chat, or in person with all of their product or account needs. This requires a thorough knowledge of our products and recommended protocols in order to provide timely and accurate information to incoming customer inquiries, order status and product knowledge requests (don't worry, we'll teach you). **This position requires you to be on site at our HQ in Houston, TX. Responsibilities: Resolves customer concerns via phone, email, live chat, or social media; Assists customers with the placement of orders, exchanges, or refunds; Helps with complaints, errors, account questions, billing, cancelations, and other queries; Identifies and assesses the customers' needs to achieve satisfaction; Provides accurate, valid, up-to-date and complete information about products; Meets individual and CSR team satisfaction targets; Provide appropriate solutions and alternatives to customers within the specified average time limits; Goes the extra mile to engage and satisfy customers; Greets and follows up with walk-in customers; Creates and updates customer accounts; Ensures proper customer satisfaction is being delivered at all times; Most importantly, a practiced caring attitude that assists you to provide our valued customers with the best products and information. Requirements Minimum 2 years previous customer service experience or experience as a client service representative; At least 1 year of call center experience; High School Diploma or GED; Excellent written and verbal communication; Proven track record of over-achieving goals or going above and beyond; Possess a willingness to learn; Customer orientated with the ability to adapt/respond to different types of customers; Bilingual CSR (English & Spanish) Bonus: Knowledge of natural health industry; Actively embraces healthy living; Benefits Paid Time Off (PTO); Company covered health, dental, vision, and life insurance; 5% 401(k) match plus an additional 4%; Wellness Bonus for gym, continuing education, preventative care and other reimbursements; Employee store credit; Company sponsored events; Fun team-building activities. **This position requires you to be on site at our HQ in Houston, TX.

Job Details Houston, TX Full Time $18.00 Hourly Day SalesDescription We are seeking a detail-oriented Customer Retention Specialist. This position is responsible for researching account activity, resolving past due balances, and maintaining strong relationships with our customers. The ideal candidate will act as the first point of contact for clients with billing concerns or those considering cancellation of services. In addition to account management, this position will also coordinate with field representatives on retention and cancellation efforts, serving as the main point of contact for all cancellation requests. The representative will assign and route tasks within the department to ensure timely completion and proper follow-up on customer service and retention matters. Key Responsibilities - Collections Contact customers via phone and email regarding past due balances; identify reasons for delinquency and arrange payment or correct errors. Handle 80-100 outbound and inbound calls daily. Negotiate and monitor payment plans according to company policy. Research and resolve collection disputes professionally and efficiently. Maintain accurate records and detailed notes for all delinquent accounts. Manage bankruptcy accounts in compliance with procedures. Process and resolve returned (NSF) transactions. Prepare and file legal documents and attend court proceedings when required. Key Responsibilities - Retention Communicate with customers at risk of canceling services or those who have requested cancellation. Address and resolve customer complaints to improve satisfaction and prevent cancellations. Serve as the primary contact for all cancellations, coordinating efforts with field representatives and routing assignments to ensure smooth completion of all related tasks. Manage the service termination process, including cancellations and container removals, after approvals. Process and manage service agreement renewals and modifications. Gather and report customer insights to the service team. Stay current on industry trends, competitor activity, and potential business opportunities. Build positive, trust-based relationships with customers to support retention goals. Qualifications Required Qualifications Bilingual (English/Spanish) - fluent in both written and verbal communication. Excellent communication, time management, and organizational skills. Strong leadership and coordination abilities; capable of directing team tasks and follow-ups. Self-motivated team player with strong attention to detail. Proficient in Microsoft Excel and Word. Knowledge of standard collections practices and financial procedures. Ability to perform effectively in a fast-paced, high-volume environment. Education and Experience Required: High school diploma or equivalent; minimum 5 years of experience in collections. Preferred: Experience in a high-volume call center, commercial or business-to-business collections, or customer service environment.

Insight Global is seeking a Account Representative for one of their premier clients in the North Houston area. This candidate will need to be comfortable working onsite 5 days a week and after 90 days will have the opportunity to work remotely one day a week. The ideal candidate will have a passion to move into sales and need to be a excellent team player. This role will be reporting directly into the Account Manager and will be responsible for helping ensure client stratification. This role will be eligible for quarterly bonuses. He or She needs to have excellent customer service and communication. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements -Responsible for client communications and conflict resolution. -Ensures that client issues are dealt with in an efficient manner, informing the Account Manager of any problems that may arise. -With direction from the account manager, manage the invoices and account receivables for the account. -Works closely with the project team in order to maintain a continuous knowledge of the account status at all times. -Ensures that all processes and procedures are followed and work toward process improvement -Understanding of company capabilities and service, and gain the ability to effectively communicate all offerings to the client. -Reports to the Account Manager, providing regular input on all account activity, including status and call reports on a weekly basis. -Report analysis, trending and corrective actions

Job DescriptionBenefits: Company parties Competitive salary Flexible schedule Opportunity for advancement Training & development At Tamara Thompson - State Farm Agent, we believe that managing everyday financial risks is more than just a serviceits about empowering our customers to achieve peace of mind and financial confidence. As a Financial Services Representative - State Farm Agent Team Member, you will play a key role in guiding our clients through their financial journeys by offering tailored solutions that fit their unique needs. This is a part-time position structured to support three separate agents. The schedule is 3 days a week, with a rotation between agents on a weekly basis. The compensation listed applies individually to each agent's position. RESPONSIBILITIES: Build meaningful relationships by consulting with customers on financial planning and investment strategies. Help clients optimize their portfolios and make smart asset allocation decisions. Conduct thorough financial reviews to recommend products that truly benefit each individual. Ensure all practices align with regulatory standards, maintaining the highest level of trust and integrity. QUALIFICATIONS: Bilingual in Spanish - Preferred not required 10+ years of experience in financial services. Analytical and communication skills. Licensed with life and health preferred. We are looking to hire entrepreneur mindset individuals who want to grow in their career and finances in a workable fun environment! State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Job DescriptionBenefits: Competitive salary Health insurance Opportunity for advancement Paid time off Vision insurance ROLE DESCRIPTION: As a Financial Service Representative with the Felicia Olowu State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

Take the Next Step in Your Career With Us! Are you a people-person with a knack for problem-solving and a passion for financial services? We're hiring a Financial Services Representative II to join a dynamic team at a busy Houston branch. If you enjoy helping others, staying organized, and working in a professional environment with room to grow, this could be the perfect opportunity to advance your career. Financial Services Representative II Houston, TX (290 Area) | Full-time | Banking & Financial Services Why Work With Us: • Monday-Friday schedule with only every other Saturday required • Competitive hourly pay starting at $19.00/hr, plus monthly performance incentives • Direct hire opportunity with long-term career potential • Friendly team culture that values professionalism and service excellence What You'll Do: • Greet and assist members with transactions and account inquiries in the lobby • Provide accurate and courteous service while processing deposits, payments, and withdrawals • Support members with loan applications, account services, and financial products • Respond to requests such as stop payments, wire transfers, and check/card orders • Deliver notary services and assist with safe deposit box access (note: this location does not maintain boxes on-site) • Build lasting relationships with members by providing exceptional customer care What We're Looking For: • High school diploma or GED required; some experience in banking or customer service is preferred • Strong communication skills and a friendly, professional demeanor • Comfortable navigating computer systems and learning internal banking software • Detail-oriented with solid math and reasoning skills • Willingness to complete in-house training and certification programs Ready to Land Your Next Great Role? Apply now and let our recruiting team help you take the next step in your career! #financialservicesrepresentativejobs #financialservicesjobshiringnow #houstonfinancialjobs #hiringtoday #Fistaffcareers #gethiredfast #NowHiring #ApplyToday #CareerOpportunity #JobsinHouston 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.

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

Job DescriptionABOUT OUR AGENCY: We are a top-performing, high-volume agency that thrives in a positive and team-oriented environment. Our culture is built on winning at the highest level, with a fast-paced and exciting atmosphere where success is celebrated together. We take pride in our team's longevity, with an average tenure of over 5 years, and we believe in promoting from within to nurture and reward talent. We are looking for driven and motivated individuals who excel at solving customer problems, are outgoing, positive, and thrive in a fast-paced environment. If youre passionate about making a difference and enjoy being part of a dynamic team, wed love to have you join us. ROLE DESCRIPTION: James Pearson - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability. As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset. RESPONSIBILITIES: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with our large book of business / existing customers to help them with their insurance and financial services needs. Maintain a strong work ethic with a total commitment to success every day. Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations. QUALIFICATIONS: Possess excellent communication skills. Display good analytical skills. Provide excellent customer service. Life/Health Insurance License Successful track record of meeting sales goals/quotas preferred 3-5 years experience in Life/Health/Financial Services Advisory BENEFITS: 401K with 5% company match Base salary of $40-48k, with commission/bonus $85k+ earning potential Health benefits (Major medical, dental and vision) Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my agency 90 day paid training and development program Licensing course & fees 100% paid by agency No nights or weekends. Office hours are M-T 8:30-5:30 and F 8:30-5 Monthly, quarterly and annual bonuses Travel reward incentives and bonuses Hiring bonus up to $1500 in the first 90 days Marketing leads & referrals provided Ability to earn unlimited PTO & half-days on Fridays

Job Details Southmore - Pasadena, TX Full Time Must Be Flexible & Saturdays BankingDescription Shift Hours: Must be Flexible & Saturdays. The Financial Service Representative is responsible for providing exceptional member service in response to member needs and request. Essential Job Duties and Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to complete annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance. Provide friendly, professional, and personal service to all members. Assist members and potential members with their financial service needs; explain services, open, maintenance & close accounts, offer solutions to member issues, respond to problems, and direct members to the appropriate team members when further assistance is needed. Must be able and willing to work 40 hours per week plus overtime, as needed. Must be able to work the rotating opening, closing and Saturday schedule, as needed. Must be well versed in all Credit Union products and services. Assist members with their service needs related to, including but not limited to: Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box. Notary services, assistance with Bill Pay, Digital Banking. Process disputes, stop payments, check copies, address changes, check orders and statement requests. Must be able to maintain confidentiality of member information. All member and Credit Union information must be kept secure at all times. Cross-sell Credit Union products and services based on member needs. Answer and greet all incoming Credit Union calls in a professional and courteous manner. Interview, originate, and processes all member loan applications, including but not limited to: Provide member appropriate follow up of their application as well as the final loan decision. Prepare, review and/or follow up on all required loan documents for completeness, compliance, and accuracy for submission to Underwriters. Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed. Meet/exceed personal and branch goals. Assist the team with daily responsibilities as needed, including but not limited to: Following opening and closing procedures. Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault. Wiling to assist the team at other branch locations, if needed. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Knowledge and Skills Experience: Three years of direct Credit Union/Banking or retail experience is preferred. Education / Training: High school diploma or general education degree (GED). Job Requirements: Possess the desire to accept additional responsibilities within branch operations. Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned. Proficient computer skills, including working knowledge of the MS Office Suite. Accuracy with numbers and attention to detail are needed. Must possess professional verbal and written communication skills. Maintain a high level of knowledge and procedural expertise in credit union products, services, and promotions. Ability to work in an open-concept workspace/environment. Physical Demands: While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 55 pounds. Working Conditions Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk. In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. This is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. This organization uses E-Verify in its hiring practices to achieve a lawful workforce.

Job DescriptionBenefits: 401(k) Bonus based on performance Company parties Flexible schedule Health insurance Opportunity for advancement Paid time off Signing bonus Training & development ROLE DESCRIPTION: Kevin Patton - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability. As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset. RESPONSIBILITIES: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success every day. Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations. QUALIFICATIONS: Possess excellent communication skills. Display good analytical skills. Provide excellent customer service. Accredited with the Financial Industry Regulatory Authority (FINRA) Life/Health Insurance License Successful track record of meeting sales goals/quotas preferred How to Apply: Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance, we want to hear from you! ******************** Kevin Patton - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.

Job Details Katy Office - Katy, TXDescription Role: Assists members with financial transactions, to included receiving and disbursing cash and other negotiable instruments. Responsible for opening new memberships and accounts. To assist members with loan applications, processing and closing of loans within the lending policies of the credit union. Essential Functions & Responsibilities include but are not limited to: Receives and processes member financial transactions, including deposits, withdrawals and loan payments, and issues negotiable items such as money orders, cashiers checks and gift cards to members. Processes transfers from member accounts as requested. Prepares member wire requests. Balances cash drawer daily, and maintains security of assigned cash drawer at all times. Assists with nightly branch balancing duties. Assists with cash drawer discrepancies or posting errors. Assists members with opening and closing accounts. Identifies member needs and recommends products; addresses and resolves member problems, inquiries or complaints. Ensures all documents are complete and contain accurate information. Interviews members to determine loan type/product to fit their needs. Prepares and reviews all loan documents for completeness and accuracy; schedules the loan closing and funding. Verify loan documentation for accuracy, completion, and adherence to policies and procedures. Knowledgeable of all Credit Union lending policies and procedures. Knowledgeable of all State and Federal lending laws, rules and regulations. Ensures loan documents are filed and scanned in electronic data storage system. Forwards to appropriate department for filing with applicable provider or state agency. Identifies member needs, offers other credit union products/services and educates members on ancillary loan products. Assists with other branch duties as needed. Qualifications Position Requirements: Minimum three years of lending experience preferred. A high school education or GED required. Ability to analyze data for equitable resolutions. Proficient with problem solving and critical thinking skills. Ability to work regular full-time hours. Ability to work on-site at designated location. Ability to communicate with courtesy, tact, and diplomacy and model exemplary member service. Proficiency in Microsoft Office and graphics software applications. Must be bondable Ergonomic Considerations: Must be able to sit and/or stand for extended periods of time (6 to 7 hours per day). Must be able to view a computer screen, use a keyboard to enter information, and manipulate a mouse. Job includes some repetitive hand/wrist motions. Ability to operate office machinery. Ability to lift up to 25 pounds. This job description is not a comprehensive list of all activities, duties, and responsibilities of the position. Such requirements may be expanded or otherwise changed at any time as indicated by the operational needs of the credit union. Employees may also be required to assist colleagues with their job responsibilities from time to time.

This position is PART-TIME position, scheduled at 30 hours per week, and fully ON-SITE. The E-Branch Services Specialist will provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. This individual will, respond to incoming calls and select the appropriate products and services to meet member request. This will all be done while meeting or exceeding the set call quality and service standards in the call center. * Respond to member service inquires in the time set by management. Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities. Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures. * Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments. Providing proactive solutions to member service. * Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. On a self-directed basis, continue to improve in individual level of competency through training and development on established educational programs. * Perform other duties as assigned by manager.

Job DescriptionThe Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. From day one, we provide warm leads, mentorship, and proven systems so you can build a business - not just have a job. In this 100% commission role, you will meet with families virtually or in person, uncover financial protection needs, and offer life insurance, mortgage protection, and retirement solutions. We seek coachable, growth-minded individuals who want schedule freedom, personal development, and a clear path to agency ownership.

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

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