Customer Service Specialist
Member service representative job in Pasadena, TX
Full-Time | Onsite (Pasadena, TX)
Schedule: Monday-Friday | 8:00 AM - 5:00 PM
Pay: $20-$25/hour (based on experience)
We are partnering with a leading manufacturer in the precision measurement and industrial tooling space to hire a highly organized, customer-focused Customer Service Specialist.
If you thrive in a fast-paced environment, love solving problems, and take pride in delivering white-glove service - this role is for you.
Position Summary
The Customer Service Specialist will serve as a primary point of contact for customer inquiries, concerns, and order requests. This role manages quotes, processes orders, monitors order status, and ensures a seamless customer experience from start to finish. You'll work cross-functionally with operations, shipping, production, and sales to keep customers informed and supported.
Key Responsibilities
Communicate with customers regarding expedited and standard orders via phone and email
Respond promptly to inquiries, quotes, order statuses, and internal questions
Enter quotes, process orders, and flag emails for sales coordination
Maintain accurate records of customer interactions and required follow-up
Collaborate with Production and Shipping to relay updates, changes, and delivery details
Verify customer requirements to ensure order accuracy
Support additional tasks and administrative duties as assigned
Qualifications & Skills
Highly organized with strong attention to detail
Demonstrated ability to process customer requests accurately and efficiently
Strong communication skills - verbal, written, and active listening
Ability to multitask and prioritize in a high-volume environment
Customer-first mindset with a professional, team-oriented approach
Reliable, punctual, and committed to strong work ethic
Eagerness to learn, take direction, and develop new skills
Experience & Requirements
High school diploma required; college degree preferred
1-2 years of customer service experience, ideally in manufacturing or a related environment
Strong data entry and typing accuracy (up to 75% of role is documentation)
Experience with CRM or MRP systems preferred
Ability to communicate professionally with customers via phone, email, and in person
Adaptable and able to thrive under pressure
Bilingual Customer Service Associate
Member service representative job in Houston, TX
Are you a problem solver with a passion for tackling the complex issues that the transportation and logistics sector often brings? Join our Managed Logistics Team and find purpose in the day-to-day practices of getting our customer's freight from point A to B.
This position is On-site at a Customer Location in Houston, TX. The Customer Support Associate services our Managed Logistics customers by providing superior day-to-day support. In this role, you'll execute on the frontline service that BlueGrace provides, therefore getting finished goods to store shelves, raw materials to manufacturers, medical equipment to hospitals, and more! The CSA must work proactively with the Operations Manager to reduce or prevent reoccurring delays or service failures. The typical day to day services include booking, editing, tracking, documentation, reporting, and pickup confirmation.
What does a typical day look like?
Serving inbound customer requests from designated high freight spend accounts
Communicating with carriers on behalf of the customers
Answering phones and responding to emails
Proactively tracking shipments and recommending solutions for delayed shipments
Identify the best transit solution based on the specific shipment requirements
Building strong relationships with customers
Develop and Maintain relationships with local terminals in efforts to reduce service failures
Scheduling pickups and delivery appointments
Active communication with Operations Manager regarding all potential services gaps or opportunities for process improvement
Following up on all unconfirmed or rejected pickup requests
Maintain detailed and organized documentation of all service failures
What are we seeking?
Minimum of 6 months of Transportation Experience or degree in Supply Chain/Logistics
Superior Customer Service skills including the ability to recognize the needs of the customer and effectively address those needs through active communication
Experience working in a CRM and TMS system a perk
Excellent written and verbal communication
Ability to calculate percentages, formulas and use spatial reasoning
Proficient in Excel
Customer Service Representative
Member service representative job in Houston, TX
A well-established industrial company is seeking a proactive and skilled Customer Service Representative to join their team. This role plays a key part in supporting customers and internal teams through exceptional communication, organization, and project management skills. The ideal candidate thrives in a fast-paced environment, is proactive, and can effectively manage multiple priorities.
Location: Houston, TX
Salary: $70,000-$80,000
Position Type: Direct Hire
Responsibilities:
Manage the full order process from receipt through fulfillment, ensuring accuracy and timeliness.
Coordinate with internal departments - including sales, operations, and logistics - to ensure smooth order execution.
Track and follow up on pending information or documentation to keep projects and orders moving forward.
Prioritize workload and respond quickly to changing demands or urgent requests.
Provide excellent customer service and maintain strong relationships with clients.
Maintain detailed records and ensure all systems are updated accurately.
Collaborate cross-functionally within the warehouse and office to resolve issues efficiently.
Requirements:
Minimum of 5 years of customer service or order management experience, ideally in a manufacturing, distribution, or industrial environment.
Proven ability to prioritize tasks, manage time effectively, and stay organized in a fast-paced setting.
Strong communication and problem-solving skills; able to think quickly and adapt.
Experience with project management or coordinating multiple moving parts preferred.
Industry experience in chemicals or chemical sales support is a plus but not required.
Proficient in Microsoft Office and ERP/order management systems.
Must be able to work fully on site and collaborate closely with team members across departments.
Field Services Associate with AutoCAD/ Revit / Bluebeam
Member service representative job in Houston, TX
Job title: Field Services Associate (1-2 years' experience)
Employment Type: Direct Hire
Required Skills and Knowledge
• Knowledge of and experience with AutoCAD, Revit, Bluebeam, and Microsoft Office Suite
• Knowledge of building codes
• Proven leadership skills
• Exceptional attention to detail
• Ability to manage multiple projects under strict deadlines
• Ability to work well on a team
• Exceptional written and verbal skills
Preferred Skills and Knowledge
• Bachelor of Science Degree in Engineering, Construction Science or related field
• Previous experience in an MEP construction or consulting environment, for schools
• Previous experience in field project management in an MEP consulting environment
• Ability to read construction documents, including MEP drawings and specifications
• Knowledge of building codes
• Knowledge in the construction of power distribution, power and lighting, data networks,
telephone and intercom systems, fire alarm systems, security and access control systems,
and other standard electrical systems
• Knowledge in the construction of HVAC systems, temperature controls, and other standard
mechanical systems
• Knowledge in the construction of domestic water systems, hot water systems, storm water
systems, sanitary waste and vent systems, acid waste systems, fire sprinkler systems,
compressed air systems, gas distribution systems and fuel gas systems, and other standard
plumbing systems
Travel
Frequent; to and from job sites, client meetings, and sister offices
HR Customer Service
Member service representative job in Houston, TX
We are seeking a HR Customer focus Associated to work with our 8000 employees on a daily basis. It will be handling payroll, benefits, and employee relations related questions. The ideal candidate will be able to communicate directly and efficiency with employees of all levels via phone and email. Strong attention to detail and sense of urgency are a needed in this role to be effective. You will be have to document conversations in the HRIS system. This is a full time role in our office off of Memorial Drive. Competitive Salary and 100% paid health insurance.
Ambulatory Service Representative - Cardiovascular Surgery
Member service representative job in Lake Jackson, TX
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs.
Responsibilities:
Receives and directs phone calls from patients and physician offices
Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria
Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physician's clinical staff, as well as equipment and facilities
Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns
Schedules urgent care appointments as needed and directed by physician
Greets patients for scheduled and/or urgent care appointments and procedures
Confirms and verifies patient demographic and insurance information
Collect co-payments from patients upon arrival when applicable
Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information
Collaborates with insurers to obtain patients' prior-authorizations for procedures and tests as needed
Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for treatment are obtained prior to patient visits. xevrcyc
Verifies eligibility for procedures or tests from various health care institutions
Reviews and audits billing discrepancy reports and researches errors for resolution
Maintains accurate and timely records, logs, charges, files, and other related information as required
Performs a variety of related administrative and clerical duties, such as retrieving files and other records, faxing, collating, data entry, and relaying messages to physicians, residents and staff
Prepares special reports or spreadsheets for physicians as requested
Complies with established departmental policies, procedures and objectives
Complies with all health and safety regulations and requirements
Contributes in maintaining a respectful environment of professionalism, tolerance, and acceptance toward all employees, patients and visitors
Performs other duties as required.
Requirements:
High School Diploma or GED
Proficient in software and computer systems
Knowledgeable of business office terminology / procedures
Ability to multi task and work under stressful situation
Effective written and verbal communication skills
1+ year of customer service experience required
Experience with medical office terminology preferred
Work Schedule:
5 Days - 8 Hours
Work Type:
Full Time
PT30 E-Branch Services Specialist - Westchase District
Member service representative job in Houston, TX
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.
Client Retention
Member service representative job in Houston, TX
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
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Auto-ApplyCustomer Experience Consultant - 100% Commission | Houston, TX (SG-669871)
Member service representative job in Houston, TX
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.
Bilingual Customer Retention Specialist
Member service representative job 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.
Financial Services Representative - State Farm Agent Team Member
Member service representative job in Houston, TX
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.
Financial Services Representative - State Farm Agent Team Member
Member service representative job in Houston, TX
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.
Financial Services Representative II
Member service representative job in Houston, TX
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.
Financial Services Representative (Bilingual Preferred)
Member service representative job in Houston, TX
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 Preferred
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.
Auto-ApplyFinancial Service Representative
Member service representative job in Pasadena, TX
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.
Ambulatory Service Representative - Business Office
Member service representative job in Lake Jackson, TX
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs.
Responsibilities:
Receives and directs phone calls from patients and physician offices
Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria
Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physician's clinical staff, as well as equipment and facilities
Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns
Schedules urgent care appointments as needed and directed by physician
Greets patients for scheduled and/or urgent care appointments and procedures
Confirms and verifies patient demographic and insurance information
Collect co-payments from patients upon arrival when applicable
Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information
Collaborates with insurers to obtain patients' prior-authorizations for procedures and tests as needed
Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for xevrcyc treatment are obtained prior to patient visits
Reviews and audits billing discrepancy reports and researches errors for resolution
Verifies eligibility for procedures or tests from various health care institutions Maintains accurate and timely records, logs, charges, files, and other related information as required
Requirements:
High School Diploma
Work Schedule:
5 Days - 8 Hours
Work Type:
Full Time
E-Branch Services Specialist - Westchase - Bilingual Preferred (Spanish)
Member service representative job 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.
Customer Experience Consultant - 100% Commission (TSG-20251204-047)
Member service representative job in Houston, TX
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.
Financial Services Representative (Bilingual)
Member service representative job in South Houston, TX
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 - $17
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.
Auto-ApplyOverstaff Financial Services Representative (Bilingual)
Member service representative job in Stafford, TX
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $16 - $17
Bilingual Required
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
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.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
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.
Auto-Apply