Trader jobs in Dallas, TX

Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more. SUMMARY: The role of a Gold and Bullion Trader is responsible for buying and selling gold, silver, platinum, and other precious metals in the global market. The primary responsibility is to manage and expand the company accounts and portfolios by buying, selling, and trading from a selection of coins and metals. LOCATION: South of Dallas/Fort Worth International Airport, NW corner of W. Airport Freeway (Hwy. 183) and Valley View Lane BENEFITS: Medical, Dental, Vision coverage Paid time off 401k savings plans COMPENSATION: Commensurate based on experience. ESSENTIAL DUTIES & RESPONSIBILITIES: Monitoring market trends and making informed trading decisions based on market analysis. Executing trades and managing risk by hedging against market volatility. Maintaining relationships with existing accounts, and prospecting for new accounts. Requirements EDUCATION & EXPERIENCE: Solid understanding of the global precious metals market Excellent analytical and interpersonal skills A proven track record of success in a similar role Bachelor's degree in finance, economics, or a related field is often preferred. Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE

Working closely with Boston-based convertible team this position is responsible, under direction, for executing global convertible bond trades authorized by portfolio managers or senior traders. Job requirement: REPORTING RELATIONSHIP: Reports directly to Senior Trader. • Primarily responsible for global convertible bond trading (includes some off-hour and holiday trading of overseas markets) as well as trading in other asset classes (equities, derivatives, fixed income), as needed • Managing positions via contracts for difference (CFD) and total return swaps (TRS) • Sourcing and monitoring borrow • Effectively managing sell-side trading relationships • Assisting with trade origination and trade settlement • Monitoring position data for accuracy and compliance *$10k of the bonus is restricted stock options • Identifying procedural deficiencies then working to resolve them • Reading, analyzing and interpreting relevant periodicals, professional journals, or technical procedures • Writing reports and business correspondence • Effectively presenting information and respond to questions • Solving practical problems and dealing with a variety of concrete variables in situations where only limited standardization exists • Interpreting a variety of instructions furnished in written, oral, diagram or schedule form • Detail-oriented, thorough; does not make errors Required qualification: • Bachelor's Degree (BA) from four-year College or university, plus 3-5 years trading convertible securities required • Experience in settlement of global securities, particularly convertible bonds, equities, and derivatives (CFD, TRS, options, futures, etc.) • Advanced proficiency with Bloomberg, Kynex, and Excel • Familiar with order management systems and desktop trading platforms • Willingness to travel during the on boarding process is required; this will take up less than 25% of the person's time • Other asset classes (equities, fixed income, derivatives) trading experience Qualifications equired qualification: • Bachelor's Degree (BA) from four-year College or university, plus 3-5 years trading convertible securities required • Experience in settlement of global securities, particularly convertible bonds, equities, and derivatives (CFD, TRS, options, futures, etc.) • Advanced proficiency with Bloomberg, Kynex, and Excel • Familiar with order management systems and desktop trading platforms • Willingness to travel during the on boarding process is required; this will take up less than 25% of the person's time • Other asset classes (equities, fixed income, derivatives) trading experience Additional Information Please help pass along to colleagues or associates below position who are looking for new role if you are not available. For further details contact me at ************************************ Thank you for your time.

7-Eleven Fuels is looking to hire a Senior Refined Products Trader. As part of the supply and trading team, this position will be responsible for securing supply for our store base while creating incremental profit through optimization and trading. Key Duties and Responsibilities: Make daily purchase and sales decisions and execute those decisions to manage the overall refined fuel products business for the company Develop and implement strategic trading positions across multiple channels of business Analyze market information; establish and manage forward market views and strategies to add incremental value to the system Manage the company's bulk fuels positions within a market or system to minimize market risk and maximize market profit potential Coordinate trading and supply activities with the scheduling personnel Provide back up support for other trader(s) Preferred Education and Experience: Bachelor's Degree 10+ years of relevant experience Proven success with trading and scheduling experience required (Rack, bulk, pipeline, and/or waterborne) Previous experience of trading teams or books of business Ability to recognize, execute and capture opportunities within the fuels space Strong organizational, analytical, and project management skills with the ability to prioritize and communicate in order to drive cross-functional group execution Effective leadership skills and the ability to manage a team of high-performance individuals preferred If an hourly or salary range is included in this ad it represents the range 7-Eleven in good faith believes is the range of compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range is only applicable for jobs to be performed in this state. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, long-term incentive compensation, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. For a general description of all benefits 7-Eleven is offering in the US for the position, please visit this link .

Job Description About Us: We are a leading lumber trading company specializing in supplying high-quality lumber products to the construction industry. We take pride in our commitment to delivering top-notch materials and services to multifamily contractors across the U.S. As we continue to expand our operations, we are seeking a dedicated Lumber Trader to join our team and help us serve our valued multifamily contractor clients. Job Summary: As a Lumber Trader focused on multifamily contractors, you will play a pivotal role in building and maintaining relationships with our contractor clients while ensuring the timely and efficient procurement and delivery of lumber products. Your primary responsibility will be to facilitate transactions, provide industry expertise, and meet the lumber supply needs of multifamily construction projects. Key Responsibilities: Client Relationship Management: Build and maintain strong relationships with multifamily contractor clients. Understand their specific lumber needs and project requirements. Act as the primary point of contact and offer exceptional customer service. Lumber Procurement: Source and negotiate the purchase of lumber products from suppliers, mills, and wholesalers. Monitor market trends and conditions to make informed purchasing decisions. Ensure the availability of quality lumber products to meet client demands. Order Processing and Logistics: Coordinate order placement, tracking, and fulfillment. Work closely with the logistics team to ensure on-time deliveries to construction sites. Resolve any order-related issues promptly and effectively. Product Knowledge and Industry Expertise: Stay up-to-date with industry trends, regulations, and product advancements. Provide guidance and expertise to clients regarding lumber product selection and alternatives. Sales and Revenue Growth: Identify opportunities for upselling and cross-selling related products. Meet or exceed sales targets and revenue goals set by the company. Documentation and Compliance: Maintain accurate records of sales transactions, contracts, and pricing agreements. Ensure compliance with relevant industry regulations and company policies. Market Analysis and Reporting: Prepare regular reports on market conditions, pricing trends, and competitive analysis. Collaborate with the management team to develop sales and marketing strategies. Qualifications: Bachelor's degree in Business, Sales, or a related field (preferred). Proven experience in lumber trading, sales, or a similar role within the construction industry. Strong negotiation and communication skills. Knowledge of lumber species, grades, and industry standards. Ability to work independently and as part of a team. Excellent problem-solving skills and attention to detail. Proficiency in Microsoft Office Suite and industry-specific software. Valid driver's license and willingness to travel as needed. Benefits: We offer competitive compensation packages, including base salary and commission, along with a comprehensive benefits package that includes health, dental, and retirement plans. If you are a results-oriented individual with a passion for the lumber industry and a strong desire to contribute to the success of multifamily construction projects, we encourage you to apply for the position of Lumber Trader. Join our team and be part of our commitment to delivering quality lumber solutions to our valued clients. How to Apply: Interested candidates should submit their resume and a cover letter detailing their relevant experience and qualifications to *************************. Please include "Lumber Trader - Multifamily Contractors" in the subject line of your email.

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

JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at ************************* Competences Extraordinary levels of motivation and initiative. Effective team player with ability to work in a fast-paced, highly collaborative environment. Experience in training junior bankers. Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity. Very strong quantitative and analytical skills (including Excel modelling and valuation work). Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team. Deep knowledge of the industry and products and has the ability to comfortably interact with clients in a professional and mature manner. Thorough understanding of financial, legal and reputational risks facing investment banks in today's environment. Responsibilities Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions. Ability to operate as project / deal team lead, driving the work product and transaction processes. Perform financial valuation, discounted cash flow, leveraged buyout, pro forma merger, accretion / dilution, precedent transaction, and comparable companies' analyses. Analyze detailed corporate and financial information, as well as conduct due diligence. Build detailed financial operating models and valuation models. Prepare and participate in the delivery of client presentations. Supervise and direct junior bankers in the preparation of pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations and prospectuses. Conduct industry and product research. These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Vice Presidents are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Corporate Banking, Private Wealth, and Sales and Trading teams, collaborating to develop and execute solutions to meet client needs. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Retail Business Banker SUMMARY Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions. * Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts. * Consult small business customers on business life and cash flow cycle. * Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process. * Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed. * Serve as a trainer, mentor, and coach for the small business delivery process. * Serve as customers' single point of contact on all First United Bank products and services. * Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.). * Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Follow proper procedures accurately and efficiently for all customer-servicing activities performed. * Consistently exceed performance goals and actively participate in all sales campaigns. * Coordinate team meetings and huddles related to small business strategy and execution. * Deepen and enhance existing customers relationships and develop new customer relationships. * Participate in outbound calling efforts to increase bank relationships and business opportunities. * Complete small business reviews and networking commitments as assigned. * Leads by example and serves as a role model for Tellers, Relationship Banker I and II * positions. ADDITIONAL DUTIES AND RESONSIBILITIES * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by manager. EMPLOYEE SPECIFICATIONS 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. Education and Work Experience * High School Diploma is required. Some college is strongly preferred. * Required 3 years of banking experience or relatable business acumen. * Cash handling experience is required. Technical/Functional Competencies * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization All Locations: Dallas-Preston Center If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

The Community Banker creates and develops long lasting relationships with business owners and centers of influence within the ANBTX communities by understanding the client's needs, industry and by providing meaningful and personalized service and recommendations. The role requires being a local brand ambassador and investment of the time within the communities served, while educating and providing tailored solutions t meet the client's needs. Calls the clients (existing and new) to develop new business and/or enhance current relationships Deepens relationships by cross selling additional products and services across all lines of business Develops partnerships internally within other lines of businesses as well as externally; creating strong centers of influence Invest in the communities served; both in time and knowledge Requires work on physical bank premises Requirements: Bachelor's degree in business or banking preferred 4+ years of formal credit training experience and/or Commercial lending experience, strong analytical skills; excellent verbal and written communication Understanding of depository, lending and treasury management solutions Skills: Working knowledge of Microsoft Office; moderate math and writing skills; moderate presentation skills; strong follow up abilities Travel to a variety of locations to perform work and/or attend meetings as required Work occasionally requires more than 40 hours per week to perform the essential functions of the position Must be able to travel regularly from location to location Lifting in an office setting may be required up to 30 lbs

Job Description We're always on the lookout for great talent! If you don't see a role that fits your skills right now, feel free to submit your resume here for future consideration. Our team will review your background and may reach out as new positions become available.

Private Banker IV - Dallas | Division: Private Banking | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. Position Overview: The Private Banker IV operates with a high degree of independence and serves as the client relationship manager for a significant portfolio, focusing on business development and securing new full relationships, including wealth management. This role represents the bank and projects a positive image as a stable, profitable, and expanding financial institution. The Private Banker IV actively grows the existing deposit base and addresses lending needs, including consumer, mortgage, and commercial real estate, primarily for professionals and executives such as medical doctors, dentists, accountants, attorneys, engineers, architects, and corporate executives. This role emphasizes bringing top-tier clientele with high margins and profit potential into the bank. This position strongly emphasizes collaboration with other Broadway Bank lines of business, serving as the primary point of contact and key relationship manager for all private bank clients within their respective portfolio. Additionally, this role assists with transformation efforts across the network, ensuring alignment with Broadway Bank's annual budget and strategic message. Essential Functions: * Collaborates with Private Bank Relationship Managers, the Sales and Service network, and business lines to create a superior customer service experience, thereby strengthening customer relationships with Broadway Bank and increasing acquisition, utilization, and retention across targeted demographics and markets. * Adheres to all policies, procedures, and applicable laws. * Initiates and cultivates new loan relationships through active marketing efforts, including calls, visits, community involvement, and entertainment, establishing a strong ongoing marketing effort with assigned branch locations. * Analyzes and provides recommendations on business loans by interviewing applicants, assessing financial strength, defining banking needs, evaluating management abilities, and determining associated risks. * Ensures complete analysis of all financial, industry, and management information, and prepares and reviews proper loan documentation. * Sustains existing customer relationships by maintaining regular contact, assessing banking needs, financial trends, and changes in the organization or industry, and cross-selling new and existing products and services. * Assists other commercial lending officers in analyzing credits, cross-selling products and services, and engaging in marketing activities. * Actively participates in the bank's marketing program, community involvement projects, and banking organizations. * Attends Officers' Loan Committee Meetings as a non-voting member and participates in Directors' Loan Committee and other necessary meetings. * Engages in collection efforts for problem loans to reduce the bank's loss. * Acts as a relationship manager, establishing and maintaining primary contact relationships with targeted customers to maximize the lifetime value of these key relationships, providing a full range of financial/banking services with the assistance of appropriate specialists, and building loyalty and driving profitable revenue growth. * Resolves immediate customer concerns and account issues, manages a portfolio of targeted/high-value customers, develops and executes client retention and expansion activities, and ensures a coordinated and consistent message reaches targeted customers across all delivery/servicing channels. * Participates in special projects as requested. * Performs other duties as assigned. * This position may require travel within the Bank's geographic area. Experience & Education: * Minimum of seven years of private banking experience. * Four-year college degree in Finance, Accounting, Business Administration, or a related field. Skills & Qualifications: * Proficiency in credit underwriting. * Demonstrated sales and relationship management skills. * Promotes a culture of collaboration and teamwork across organizational boundaries, breaking down functional silos to optimize business results and encourage overall growth. * Ability to work enthusiastically with people outside of their immediate team to drive consensus and results. * Strong influence and negotiation skills. * Experience with Fiserv and EnAct preferred. * Proficiency in financial/statistical analysis and document processing. Other Requirements: * Register and maintain registry as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). * Meet and maintain financial responsibility, character, and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z. * Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday. * Occasional overtime or extended hours may be required. We're a culture that offers resources to benefit your overall health and well-being: * Career Development and Mentorship Programs * Generous paid time off, minimum 4 weeks * Employee recognition, awards, and events * Free vision insurance * Retirement matching * Tuition reimbursement This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice. Broadway Bank is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Member FDIC

Job DescriptionBenefits: 401(k) matching Dental insurance Health insurance Paid time off Financial Aid Representative 8101 John W Carpenter Fwy, Dallas, TX 75247 Job Type: Full-Time Job Summary: PCI Health Training Center is seeking a dedicated and detail-oriented Financial Aid Advisor to join our Dallas Campus team. In this role, you will assist prospective and current students in navigating the financial aid process, ensuring compliance with all regulations and institutional policies. Your support will play a key part in helping students achieve their educational goals through access to financial resources. Key Responsibilities: Guide new and returning students through the financial aid application process, including FAFSA completion and submission of required documentation. Conduct one-on-one meetings with students to review financial aid eligibility, package options, and award letters. Accurately calculate estimated awards and determine out-of-pocket costs, helping students identify and secure gap funding where needed. Provide entrance and exit counseling for student loan borrowers, ensuring understanding of rights, responsibilities, and repayment options. Maintain electronic records by scanning and uploading all relevant student documentation in accordance with federal and institutional guidelines. Collaborate with other campus departments to support student success and retention through financial aid support. Maintain compliance with federal, state, and institutional financial aid regulations and uphold the highest standards of confidentiality and integrity. Qualifications: Experience with federal financial aid processes and regulations (Title IV preferred). Strong interpersonal and communication skills, with a student-centered approach. High level of accuracy and attention to detail. Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable working with student information systems. Ability to manage multiple tasks and meet deadlines in a fast-paced environment. Prior experience in a financial aid or student services role preferred. Why Join Us? At PCI Health Training Center, we are committed to empowering students through hands-on training and career-focused education. As a member of our team, youll play a crucial role in shaping the future of our students while working in a supportive and collaborative environment.

It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Personal Banker I, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem-solvers who consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. What you'll do: Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues You stand firm in integrity and want to do what is right for each customer. You are able to use good judgement in every situation, in the moment Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions Manage risk while actively practicing loss prevention Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies Develop relationships with clients. Desire to be their point of contact - they know your name and you know theirs Provide advice and guidance and help people along their financial journey Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Required Availability: Monday-Friday, 7:45am-6:15pm with Rotating Saturdays, 8:45am-1:15pm Exceptional customer service skills Proficiency in Microsoft applications Excellent written and verbal communication skills Additional Preferred Skills: Cash-handling experience College hours Experience in dealing with fraud, protecting customers' money, and build trust so clients feel comfortable and safe Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Financial Service Representative Floater Department: Retail Operations Established in March of 2008, Third Coast Bank is a community-owned bank seeking sound growth and dedicated to increasing long term shareholder value by promoting excellence in performance. Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons. The spirit of community ownership is the centerpiece of our bank's future success. Also, our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service. Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information or disability. The position of Financial Service Representative (FSR) Floater is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customers' accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer to process customer transaction requests. Establish and maintain customer records to adhere to all banking regulations. This position requires travel to provide coverage to assigned branch locations as requested. The Financial Service Representative must help ensure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. New Accounts * Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank. * Responsible for maintaining current knowledge of bank products and services offered. * Open new accounts and service existing accounts for personal and commercial customers. * Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) * Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.) * Update customer files, signature cards, resolutions, etc. for bank records. * Screen personal account holders via ChexSystems. * Screen commercial accounts via FIS eAccess/ChexSystems online * Process ATM/Debit Card and check order requests. * Establish and reset online banking access through NetTeller. * Cross-sell bank products and services to new and existing bank customers. * Open, close and service certificate of deposits for personal and commercial customers * Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. * Establish and update new account files. * Maintain daily rate sheet. * Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Teller Line * Maintain and operate a teller cash drawer. * Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. * Process loan payments. * Issue Cashier's checks and money orders. * Keep records of money and negotiable instruments as required per banking regulations. * Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. * Answer general account questions for bank customers. * Cross-sell bank products and services. * Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS. * Balance cash drawer at the close of the business day. * File all proof work at the close of the business day. Safe Deposit Box: (if applicable at your assigned branch location) * Open and close safe deposit boxes via FIS. * Establish and update safe deposit box account files. * Prepare new and updated safe deposit box contracts. * Allow access to Safe Deposit Box Vault to customers. * Complete entry tickets for customers accessing box and enter the data into FIS. * Maintain current job knowledge and adhere to all bank policies and procedures Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper Bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations. Performs all other duties as assigned. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: Travel from branch to branch is expected for this position as requested Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED) required, bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred. * Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. * Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities • Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. • Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. • Partner with One Chase Partners to connect customers to experts for specialized financial needs. • Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. • Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. • Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. • Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. • Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. • Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. • Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. • 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. • Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. • Strong relationship-building skills, showing genuine care and concern during client interactions. • Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. • Proficiency in quickly and accurately learning products, services, and procedures. • Ability to work collaboratively as a team to deliver seamless service with care and sincerity. • Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. • Proven client service experience or comparable experience. • High school diploma, GED, or equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions. • Experience adhering to banking policies, procedures, and regulatory requirements. • Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. • College degree or military equivalent. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Service business customers with their business needs in a branch environment Carry out business banking focused functions over the phone Present recommendations for resolving more complex situations Provide information to colleagues, internal partners, and stakeholders, including customers Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments Participate in community organizations and build relationships with centers of influence Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: Fluent in Spanish 1+ year of experience managing a dedicated book of small business customers across assigned territory Knowledge and understanding of book of business Experience using strong business acumen to provide financial services consultation to small business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products Customer service focus with experience handling complex transactions across multiple systems Experience building and maintaining effective relationships with customers and internal partners Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Job Expectations: This position is not eligible for Visa sponsorship. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: 222 W Southlake Blvd SOUTHLAKE, TX 76092 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 28 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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

FINANCIAL SERVICES REPRESENTATIVE (PART-TIME) We are hiring customer service representative to support inbound and outbound customer service projects for Finacial Services clients. We are seeking qualified professionals who will work to ensure our organization is providing world class service to our members, employees, and our communities. In this role you will work directly with bank customers providing product and account information, resolving customer issues, and answering customer questions regarding bank processes. Candidates should have excellent communication skills, willing to learn on the job, and be highly reliable. To be considered for this position, you must complete a full application on our company careers page, including screening questions and a brief pre-employment test. -------------- POSITION RESPONSIBILITIES WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO? This position supports customer service for bank customers. This role requires you to interact with hundreds of customers each week across the country to resolve support issues and ensure a best-in-class customer experience. You will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day. Essential Duties Handle inbound customer calls in a courteous, timely, and professional manner - including email and live chat Listen to customers, understand their needs, and resolve customer issues Escalate customer issues to the appropriate staff and managerial for resolution as needed Ensure first call resolution through problems solving and effective call handling Follow the processes of the Client program and perform all tasks in a courteous and professional manner Utilize knowledge base and training to accurately answer customer questions Create and maintain customer CRM records with accurate call details Accurately document call resolution in appropriate systems Strictly follow client process for handling financial issues and inquiries Comply with requirements surrounding confidential information and personal information Follow all required scripts, policies, and procedures Adhere to all attendance and work schedule requirements including all scheduled training CANDIDATE QUALIFICATIONS WONDER IF YOU ARE A GOOD FIT? We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. This position relies on building relationships and turning the knowledge you gain in training into customer wins. Ideal candidates for this position are highly motivated, energetic, and dedicated. Qualifications Must be 18 years of age or older High school diploma or equivalent Excellent organizational, written, and oral communication skills The ability to type swiftly and accurately (20+ words a minute) Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) Basic understanding of Windows operating system Highly reliable with the ability to maintain regular attendance and punctuality The ability to evaluate, troubleshoot, and follow-up on customer issues An aptitude for conflict resolution, problem-solving, and negotiation Must be customer service oriented (empathetic, responsive, patient, and conscientious) Ability to multi-task, stay focused, and self-manage Strong team orientation and customer focus The ability to thrive in a fast-paced environment where change and ambiguity prevalent Excellent interpersonal skills and the ability to build relationships with your team and customers Preferred (Not Required) One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment State or Federal work experience COMPENSATION DETAILS WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION? At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members. What You Can Expect from MCI: We understand the importance of balance and support, which is why we offer a variety of benefits and incentives that go beyond a paycheck. Our team members enjoy: Paid Time Off: Earn PTO and paid holidays to take the time you need. Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations and sometimes even cars! Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location. Retirement Savings: Secure your future with retirement savings programs, where available. Disability Insurance: Short-term disability coverage is available to help protect you during unexpected challenges. Life Insurance: Access life insurance options to safeguard your loved ones. Supplemental Insurance: Accident and critical illness insurance Career Growth: With a focus on internal promotions, employees enjoy significant advancement opportunities. Paid Training: Learn new skills while earning a paycheck. Fun, Engaging Work Environment: Enjoy a team-oriented culture that fosters collaboration and engagement. Casual Dress Code: Be comfortable while you work. Compensation & Benefits that Fit Your Life MCI takes pride in tailoring our offerings to fit the needs of our diverse team across subsidiaries and locations. While specific benefits and incentives may vary by geography, the core of our commitment remains the same: rewarding effort, providing growth opportunities, and creating an environment where every employee feels valued. If you're ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today! PHYSICAL REQUIREMENTS This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds. CONDITIONS OF EMPLOYMENT All MCI Locations Must be authorized to work in the country where the job is based. Subject to the program and location of the position Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results. Must be willing to submit to drug screening. Job offers are contingent on drug screening results. REASONABLE ACCOMMODATION Consistent with the Americans with Disabilities Act (ADA), it is the policy of MCI and its affiliates to provide reasonable accommodations when requested by a qualified applicant or employee with a disability unless such accommodations would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodations are needed, please contact Human Resources. EQUAL OPPORTUNITY EMPLOYER At MCI and its subsidiaries, we embrace differences and believe diversity benefits our employees, company, customers, and community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, where employees are treated with dignity and respect. All employees are responsible for fulfilling MCI's commitment to a diverse and equal-opportunity work environment. MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider qualified applicants with criminal histories for employment in a manner consistent with local and federal requirements. MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, MCI's policy is to provide reasonable accommodation to qualified employees with protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works. ABOUT MCI (PARENT COMPANY) MCI helps customers take on their CX and DX challenges differently, creating industry-leading solutions that deliver exceptional experiences and drive optimal performance. MCI assists companies with business process outsourcing, staff augmentation, contact center customer services, and IT Services needs by providing general and specialized hosting, software, staff, and services. In 2019, Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa's Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI's subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times, respectively. MCI has ten business process outsourcing service delivery facilities in Georgia, Florida, Texas, New Mexico, California, Kansas, Nova Scotia, South Africa, and the Philippines. Driving modernization through digitalization, MCI ensures clients do more for less. MCI is the holding company for a diverse lineup of tech-enabled business services operating companies. MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum. ................ The purpose of the above is to provide potential candidates with a general overview of the role. It's not an all-inclusive list of the duties, responsibilities, skills, and qualifications required for the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based on your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not an employment contract, and either you or the employer may terminate employment at any time for any reason.

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