Service specialist jobs in Conroe, TX - 1,579 jobs

We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, citizenship or immigration status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************). Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class. Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices. About the Role Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar. What You'll Do Front Desk Responsibilities: Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time Assist clients, building individual connections, and providing direction with any questions or concerns Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner Deliver first class client experience at all times Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed Guide clients with regards to the latest studio promotions, membership discounts and/or special events Maintain product knowledge for all studio retail operations Participate in all relevant training and development programs and meetings as directed by Operations leaders Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements Fuel Bar Responsibilities: Deliver quality protein smoothies and customer service in the Fuel Bar Handle pre-orders and orders on the spot, custom to each client's needs Assist clients with questions and product selection Complete client's orders in a timely manner utilizing a POS transaction Maintain fuel bar department areas clean and sanitized Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy Prepare various fuel bar goods following company recipes Facility Maintenance: Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors Support in cleaning and maintaining of locker rooms to brand standard as directed Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas Conduct small studio repairs when appropriate Laundry services, including collecting, washing, and folding towels Adhere to daily and weekly cleaning and maintenance checklists Customer Service: Ensure all existing and new clients are provided with the highest level of hospitality Maintain client database and utilize information to increase client contact Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools Qualifications Strong hospitality skills and alignment with Barry's Mission, Vision and Values. Ability to work either a full-time or part-time schedule Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Friendly, outgoing personality and enjoy social interaction Exhibits enthusiasm for the studio and for the job Must be a patient, courteous listener, able to show empathy Responding to clients request with a can-do attitude Cooperative manner with a focus on team culture. Ability to prioritize and work within a fast-paced environment Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment Have an eye for detail and care for the studio's appearance and cleanliness Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness Maintain a professional appearance and behavior Demonstrate excellent communication skills Candidates must be at least 18 years or older to apply

A Houston-based, full-service wealth management and financial planning firm is hiring a Service Advisor to support high-net-worth clients and elite Wealth Advisors in a high-touch, fast-moving environment. This role owns client service execution. From account openings and transfers to insurance underwriting coordination and complex trust registrations, this role serves as a trusted point of contact for day-to-day client needs. You will work deep in the details, manage significant volume, and ensure every client interaction is handled with precision and polish. They are looking for a sharp, collaborative client-service professional with experience in an RIA or similar wealth management environment, comfort supporting ultra-high-net-worth clients, and the confidence to manage complexity without dropping the ball. Service Advisor Responsibilities: Serve as a primary contact for client service requests and account-related inquiries Schedule and prepare materials for client review meetings Open, maintain, and update client accounts across multiple registrations and entities Process onboarding paperwork for advisory accounts, financial plans, insurance, and annuities Manage insurance underwriting workflows, including medical records and carrier coordination Initiate and track asset and money movements Support complex trust structures, including irrevocable trusts and IDGTs tied to insurance strategies Maintain accurate records and documentation in Salesforce and paperless filing systems Monitor custodian alerts and proactively resolve issues Partner closely with Wealth Advisors and internal teams to ensure seamless execution Assist with special projects as needed in a high-volume, high touch setting Service Advisor Requirements: 3+ years of experience in an RIA or wealth management firm serving high-net-worth clients Experience supporting clients with $10M-$250M net worth or $500K+ annual income Bachelor's degree preferred Strong working knowledge of life insurance in a wealth management context Proven ability to open and fund accounts across complex registrations and trust structures Experience with Salesforce or similar CRM, plus portfolio and document management systems Highly organized, detail-driven, and able to manage volume without sacrificing quality Excellent written and verbal communication skills Clean broker check required Series 65 or equivalent (7 or 66) Benefits: 10% salary bonus paid quarterly Quarterly profit-sharing bonus 100% employer-paid medical insurance for the employee Dental and vision coverage 401(k) with safe-harbor match Unlimited PTO Standard holidays plus additional time around Thanksgiving and Christmas Strong commitment to work-life balance in an onsite, team-oriented environment Clear track record of promoting from within If you thrive in a collaborative culture, enjoy mastering complex client work, and want to sharpen your skills alongside elite advisors in a high-performance RIA, this role will push you and reward you. Apply now! #LI-SB1

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

Client Service Associate | Houston, TX Houston investment advisor seeks motivated Client Service Associate to enhance the client experience by servicing clients and providing operational/administrative support to Financial Advisors. Responsibilities: Prepare/submit onboarding and investment paperwork to clients by request of advisor Ensure investment data is posted, transferred or input into CRM Submit paperwork to the custodian; follow up with custodian to ensure accounts have been put into place Maintain prospectuses hard copy and digital versions for variable products including, annuities, REITS, alternative investments Answer any client questions/requests pertaining to their investments Assist in maintaining the following client files in support of industry compliance requirements and audits: statements for 6 years, new applications for 6 years after the account is closed, confirms for 3 years, advertising and correspondence specific to client for 3 years Ensure that all clients who should be taking RMD's including beneficiary IRA's are completed in a timely manner no later than December 1st of each year Check that advisors are appropriately registered for states outside of Texas when needed Develop BD training and education materials for financial professionals Monitor websites to ensure advisor registrations are up to date Liaison between broker-dealer compliance and company office Review relevant BD regulations & keep abreast of regulatory changes & updates Submit recommendations to BD Prepare for branch audits Vet all vendor requests and new product information for company use Monitor/track compensation splits to ensure commissions are accurate Review items needed for client annual review meeting Requirements: Bachelor's degree preferred; FINRA Series 6 or 7, 63, 65 or 66 required upon hire if not currently held 5+ years of financial service experience a plus Knowledge of data bases and CRM systems; industry knowledge a plus Client-focused and thorough with high attention to detail; ability to find solutions; strong level of confidentiality; self-starter and motivator; efficient, quick learner and tech savvy

As one of the nation's largest Volunteer Income Tax Assistance (VITA) programs, BakerRipley Neighborhood Tax Centers (NTC) builds community stability through its free quality tax preparation and connecting families to resources. Each year, NTC prepar Tax, Bilingual, Seasonal, Liaison, Client, Accounting

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

Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional business solutions. We focus on helping organizations elevate their outreach, strengthen customer relationships, and expand their market influence through innovative strategies and personalized support. Our team is driven by excellence, collaboration, and a commitment to creating lasting value for our clients. As we continue to grow, we are seeking talented individuals who share our vision and ambition. Job Description We are seeking a motivated and detail-oriented Client Service Associate to join our team in Houston, TX. This role is essential to ensuring seamless communication, efficient problem resolution, and a positive experience for our clients. The ideal candidate excels in a structured environment, maintains strong organizational habits, and brings a solution-oriented approach to each task. Responsibilities Serve as a primary point of contact for client inquiries and support requests. Maintain accurate documentation, records, and updates within internal systems. Coordinate with internal teams to ensure timely resolution of client needs. Develop a strong understanding of client accounts and provide tailored assistance. Uphold company standards by delivering consistent, professional communication. Identify opportunities to improve processes and enhance client satisfaction. Qualifications Strong verbal and written communication skills. High level of professionalism and confidentiality. Ability to multitask, prioritize, and manage time effectively. Detail-oriented with strong organizational abilities. Problem-solving mindset with a commitment to high-quality service. Ability to work independently and collaboratively within a team. Additional Information Competitive salary ($49,000 - $54,000 per year). Professional growth and advancement opportunities. Supportive and structured work environment. Skill development and ongoing training. Stable full-time position with long-term potential.

Benefits: Dental insurance Health insurance Opportunity for advancement Paid time off Vision insurance BENEFITS/PERKS: Competitive Compensation Flexible Scheduling Hard work, collaboration, humanity, fun, and laughter Career path development COMPANY OVERVIEW: As an established leader in the Printing, Design, and Shipping industries our mission is to partner with small businesses and consumers and provide them with high-quality solutions that make life easier. Our tight-knit team in AlphaGraphics - US651 is actively seeking a Customer Service Representative (CSR) to join us full time. The Customer Service Representative (CSR) is primarily responsible for establishing and maintaining positive relationships with our customers by ensuring their requirements and needs are met. Some Graphics art knowledge is a plus! More than anything, we're looking for highly-collaborative and dependable teammates that are driven by the opportunity to contribute to the success of a local business. We are a small, passionate, and fast-paced team that is fully invested in the success of our company, and we value contributions from each team member. WHAT WE EXPECT OF YOU: Serve as the primary internal representative of the organization. Convey to the customer our expertise in products, services, and capabilities. Serve as an external key educator to our community and customers. Communicate customer requirements to the support team in accordance with company policies and procedures. Confer with customers by telephone or in-person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Determine charges for services requested, collect deposits or payments, or arrange for billing. Attract potential customers by answering product and service questions and suggesting information about other products and services. WHAT YOU BRING TO THE TABLE: Experience conducting customer needs assessments, meeting quality standards for service, and evaluating customer satisfaction. Ability to effectively build relationships with customers and teammates. Strong written and verbal communication skills. Desire to continuously look for ways to help people. Critical thinking skills to identify the strengths and weaknesses of alternative solutions or approaches to a problem. The employer posting this position, evaluating potential candidates, and making all hiring decisions is an independently owned and operated PostNet International, Inc. franchisee. If hired, Franchisee will be your employer, not PostNet International, Inc. or any of its affiliates or any other franchisees. *AlphaGraphics centers (locations) are independently owned and operated. The posted positions are offered by individual franchisees who interview, hire, manage and pay the employees hired for positions in a specific local location (center) through their specific business.

Deliver exceptional customer service through inbound and outbound calls. You'll manage scheduling, handle multi-line phones, and support customers with professionalism and urgency. This is a fast-paced, team-driven role based in-office. - - THIS IS N Customer Service, Call Center, Service, Retail, Customer

Youll be able to get out from behind the desk and play an active role in the service lane. AutoNation will look to you to explain the Service Technicians recommendations to the customer in easy-to-understand language and suggest up-sell opportuni Service Advisor, Customer Experience, Advisor, Vehicle, Automotive

Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, help Client Service, Specialist, Customer Service, Banking, Retail

Caliber Collision has an immediate job opening for a Customer Service Representative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customer service to internal and external customers, monito Customer Service Representative, Customer Service, Representative, Retail, Service

Schedule: Varied Sat/Sun or Sun/Wkday Hours: As early as 6:00am and as late as 8:30pm Supervises Positions: Lead Customer Service Representatives, Customer Service Representatives General Summary The CSR Supervisor is responsible for supervising and monitoring the work of assigned staff to ensure goals, objectives, and quality of service are met. This position manages the resolution of escalated calls and inquiries. The CSR Supervisor prepares and delivers performance reviews, provides ongoing coaching and feedback, approves time off requests, and monitors daily time and attendance. This position collaborates with management and recommends progressive discipline actions to be taken in accordance with client policies and procedures. Ensures inventory and processed transactions align with financial reports and protocols. Duties & Responsibilities Supervises and monitors the work of employees to ensure department and section targeted goals, objectives, quality of service, and professionalism are met. - 35% Prepares and delivers performance reviews for assigned staff. Ensures detailed constructive feedback is provided immediately on performance, develops action plans and strategies for continuous improvement, and provides ongoing mentoring and support. - 20% Manages escalations to include identifying the issue/error, determining the appropriate resolution in accordance with client policies and procedures, and preparing detailed synopses for all escalations and/or approvals in a timely manner. - 15% Collaborates with management in recommending the appropriate action to be taken in accordance with client's progressive discipline policy to address ongoing performance and conduct issues. - 10% Reviews financial reports for the purpose of auditing inventory and processed transactions. - 10% Approves time off requests to ensure adequate staffing. Monitors and tracks daily time and attendance to include breaks and lunches. - 10% Knowledge, Skills and Abilities Strong supervisory skills. Strong customer service skills with an expertise on de-escalations and negotiations. Excellent communication (written and verbal) and interpersonal skills. Working knowledge of personal computers and related software including Microsoft Office. Ability to make sound decisions based on client's policies and procedures with minimal assistance. Ability to work in a team environment and be open to change. Ability to maintain confidentiality. Knowledge of the State statute and requirements for toll violation and collection processes. Ability to have a proactive approach and prioritize tasks using effective time management skills. Must possess keyboarding skills of 35 wpm. Work Environment Locations are physically comfortable within an office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, etc. Travel to and from different worksites may be required which may expose the individual to less than optimal weather conditions. Physical Demands The position mostly requires sitting in an office environment, occasionally some standing, and light lifting, such as three or four reams of paper or books (up to 20 pounds or an equivalent weight) may be required. Position Type and Typical Hours of Work This is a full time position. Days of work and hours may vary based on business needs of the department and shift to include days, evenings, nights, and weekends. Required Education / Experience • High School diploma or G.E.D. equivalent required from accredited institution. • Minimum four years of experience in customer service and/or call-center environment. • Minimum three (3) years' previous relevant leadership or supervisory experience required. Other Duties This Job Description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Management may, at its discretion, assign, or reassign duties and responsibilities to this job at any time

Primary Responsibilities. Attention to Customer. Providing excellent service to customers. Inform the customers about our services, locations of stores or concerns they may have. Record customers complaints. Follow up on claims until finding a soluti Call Center, Bilingual, Associate, Shift, Operations, Agent, Restaurant

Determine specialized product needs and services by working directly with customers. Suggest add-on sales to increase average transactions. Provide price estimates for designated installations prior to scheduling appointments. Keep customers apprised Service Advisor, Advisor, Retail, Compensation

At Amegy Bank, people and culture are at the heart of everything we do. "Everyone counts" isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank-Here, you grow. We're seeking a motivated and client-focused Client Relationship Associate to join our dynamic Houston Regional Commercial Lending Group in Northwest Crossing / Houston, TX. In this role, you will play a key part in supporting relationship managers, ensuring exceptional client service, and helping drive business growth through operational excellence and proactive client engagement. This role offers the opportunity to build meaningful client relationships, support commercial lending operations, and grow professionally in a collaborative, fast-paced environment. If you are passionate about community involvement, teamwork, and helping others achieve their financial goals, we'd love to connect with you! Key Responsibilities: Provide daily support to Loan Officers in managing their loan portfolios efficiently. Perform administrative and clerical tasks related to loans, deposits, and account servicing. Process loan renewals and modifications in alignment with portfolio requirements. Contact clients to obtain updated financial statements, credit reports, and income verification. Review submitted documents to ensure they meet the bank's compliance and documentation standards. Open and close accounts, update signer information, and perform notary services as needed. Monitor and manage reporting exceptions, including collateral, financial, material, and deposit-related items. Follow up on missing documentation such as signature cards, insurance policies, and financial statements. Coordinate filing, correspondence, scheduling, and other portfolio-related tasks to maintain smooth operations. Assist with loan processing, closing, and post-closing monitoring to support business development efforts. Report to customer inquiries and assist with electronic file preparation and report maintenance. Perform additional duties and special projects as assigned. Required Qualifications: High school diploma or equivalent required; a combination of education and relevant experience may be considered. Minimum 2 years of experience in banking, loan operations, portfolio management, deposits, or account servicing. Commercial and/or corporate lending experience is preferred. Solid understanding of banking operations, loan documentation, loan systems, and portfolio management, including renewals and modifications. Familiarity with banking principles, compliance standards, and regulatory requirements. Excellent interpersonal and customer service skills with strong verbal and written communication abilities. Proven ability to respond to client inquiries promptly and professionally. Skilled in reviewing, processing, and auditing client documentation and financial information. Strong analytical and problem-solving skills with attention to detail. Capable of generating and interpreting reports to support portfolio and client management. Ability to multitask and manage shifting priorities while supporting relationship managers and clients. Proficient in Microsoft Office Suite, particularly Word and Excel; experience with banking software systems is a plus. Employee Benefits: At Amegy Bank, our mission is to create value for our customers, communities, employees, and shareholders. We recognize the vital role you play in our success as a team member. Our benefit plans are crafted to safeguard your health and well-being, as well as that of your family, while supporting your career growth. Medical, Dental, and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match and Profit Sharing. Mental Health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products. Competitive compensation in line with work experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 6725 N Grand Parkway West, Spring, Texas 77389 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Job DescriptionBenefits: Paid time off You May Be a Great Fit as a Customer Retention Specialist at Dale Guidry State Farm if: You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you. Youre a natural relationship-builder who earns trust quickly and keeps it. You listen first, then guide, making customers feel understood while confidently recommending solutions. Youre compassionate under pressure and can guide someone through their worst day with clarity and empathy. Location Address:7702 FM 1960 E, suite 370, Humble, TX 77346 At Dale Guidry State Farm were here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether were helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, youll fit right in with us. Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach, policy renewals, and relationship maintenance. Responsibilities Communicate with existing customers regarding renewals and coverage options. Review accounts and assist with updates or changes as needed. Identify opportunities to enhance customer satisfaction and engagement. Maintain accurate records and documentation of interactions. Collaborate with team members to meet retention and outreach objectives. Qualifications Strong interpersonal and problem-solving abilities. Effective communication and listening skills. Detail-oriented with a focus on customer experience. Previous experience in customer service or account management preferred. Must be able to obtain applicable state insurance licenses.

Supports energy lending clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Essential Duties and Responsibilities Provide Commercial Lending Support to Commercial Relationship Managers Review and Fund Loans Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. Obtains credit information and ensures sufficient loan collateral. Calculates loan items and charges such as interest and payments. Assists lending officers in activities such as disbursement of funds and extension of new loans. Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. Prepares loan documents, notices, and periodic loan reports. Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services Authorize payment and fees of commercial client overdrafts Approve and process commercial client's withdrawals on lines of credit Communicate with clients, attorney's, insurance companies, title companies, and various other professionals Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients Process wire requests for clients. Assist other AAs and other departments with administrative support when needed Performs all other duties as assigned About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube