Top 465 Financial services Jobs in Houston Tx

Financial Service Represenative II
PRIMEWAY FEDERAL CREDIT UNION —Houston, TX
- Extended hours
- Mid-level
- High school diploma or GED
- Computer skills
5d
Part Time Associate Banker West Central (30 hours)
JPMorganChase —Houston, TX
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Part Time Associate Banker Central Market (30 hours)
JPMorganChase —Houston, TX
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
8d
Financial Advisor/Wealth Manager - Houston, TX
Florida Financial Advisors —Houston, TX
- From $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- 401(k)
Quick Apply
Member Service Officer/Universal Banker-Bilingual
Priority Trust Credit Union —Houston, TX
- $17 - $18 an hour
- Full-time
- Microsoft Word
- Background check
- Spanish
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Houston Metro area and Surrounding Eastern Suburbs
Thrivent —Houston, TX
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Virtual Financial Advisor - Houston
Thrivent —Houston, TX
- $23.80 - $26.45 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
Quick Apply
Financial Service Representative I
Primeway Federal Credit Union —Houston, TX
- Extended hours
- Office
- High school diploma or GED
- Computer skills
Financial Service Representative II
PRIMEWAY FEDERAL CREDIT UNION —Houston, TX
- Extended hours
- Spanish
- Mid-level
- High school diploma or GED
International Relationship Manager (International Banker) - Amegy Tower/ Houston, TX
Zions Bancorporation —Houston, TX
- Spanish
- 5 years
- Office
- Profit sharing
- Paid training
Trust Associate (Contract) Houston, TX
Agility 360 —Houston, TX
- Contract
- Background check
- Mid-level
- Office
Quick Apply
7d
Financial Advisor
Northwestern Mutual —Houston, TX
- $73,335 - $86,020 a year
- Full-time
- In-person
- Entry level
- Under 1 year
- Health savings account
- Health insurance
Quick Apply
Private Banking Relationship Manager - Houston, TX
Amegy Bank —Houston, TX
- Word processing
- Office
- Senior level
- Profit sharing
- Paid training
Mortgage Loan Officer Houston
UFCU —Pearland, TX
- Overtime
- Hybrid work
- Spanish
- English
- Mid-level
Quick Apply
U.S. Private Bank - Client Service Associate
JPMorganChase —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Tuition reimbursement
Financial Planner- Houston, TX
Advisor Talent Solutions —Houston, TX
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Paid time off
Quick Apply
Part Time Associate Banker Northeast (30 hours)
JPMorganChase —Spring, TX
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Small Business Administration Banker
Regions —Houston, TX
- $112,357.64 - $147,252.60 a year
- Full-time
- 7 years
- Office
- Bachelor's degree
- Health savings account
- Health insurance
5d
Commercial Relationship Manager (Houston)
Regions —Houston, TX
- $138,739.79 - $181,973.40 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health savings account
- Health insurance
Relationship Banker - Houston Central area
Bank of America —Houston, TX
- Extended hours
- Office
- Finance
- Business development

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Financial Service Represenative II

PRIMEWAY FEDERAL CREDIT UNION -
Houston, TX

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Job Details

Full-time
5 days ago

Qualifications

Computer operation
Copy machines
High school diploma or GED
Fax machines
Computer skills

Full Job Description

Title: Financial Service Representative (FSR) II
Department: Retail Operations Reports To: Retail Center Manager
Employment Status: Full-Time Classification: Non-Exempt

Position Summary:
This position calls for individuals who are Compassionate, Accountable, bring Real Value, Integrity, New ideas and provide Guidance to our members as well as the team. These key elements define PrimeWay’s culture. Another key aspect of this financial service position is to identify members’ financial needs and recommend appropriate solutions. Additionally, the Financial Service Representative II will assist members with their financial transactions involving cash and other negotiable monetary instruments.

Financial Service Representative Responsibilities:

Demonstrating a commitment to the culture of PrimeWay by adhering to the G-VAL-HI promise, openly contributing to the success of others on the team, and living by the core values that define the CARING culture
Greeting members with a friendly, welcoming smile as they enter the building
Receiving and processing member financial transactions, including deposits, withdrawals, loan payments, and merchandise sales
Performing daily member services, such as opening and closing accounts and account research
Updating member information and records as requested according to standard operating procedures
Completing requests for special services, such as statement copies, check copies, stop payment orders, and debit cards
Identifying, recording, and reporting fraudulent activity to prevent potential losses
Observing PrimeWay guidelines, policies, and procedures to adhere to compliance, regulations, and security standards
Demonstrating a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
Establishing positive and productive working relationships at all levels within the organization
Reviewing account profiles while performing Teller transactions in order to suggest appropriate PrimeWay products and services
Building member relationships to ensure usage of PrimeWay FCU as their primary financial institution

Facilitating discussions with members to uncover needs beyond those initially presented.
Evaluating credit reports to present members with appropriate PrimeWay products and services
Making outbound phone calls to existing members
Originating and closing consumer loans in a timely manner by guiding the member through the process and setting proper expectations from application through to funding
Demonstrating accountability of personal contributions toward all personal, team, and organizational goals in the areas of loans, GAP, extended warranties, debt protection, deposits, and service
Submitting business partner referrals when appropriate
Maintaining an expert level of product knowledge
Identifying and originating real estate loans and referrals
Opening and maintaining IRA accounts with accuracy
Collecting and presenting data to the team regarding progress toward goals

Knowledge and Skills

Ability to maintain significant levels of diplomacy, trust, and normal courtesy and tact.
Excellent communication skills; ability to use applicable computer software
Ability to motivate or influence others

Education and Experience

High school education or GED 6 months – 2 years relevant experience
Credit Union or Banking experience: 2 years

ADA Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.

Sign-On Bonus: This position is eligible for a $750.00 sign-on bonus, payable after the successful completion of 30 days of employment. The employee must be actively employed and in good standing at the time of payment.

Apply Now

Refine Your Search

financial services jobs in houston tx

Financial Service Represenative II

Part Time Associate Banker West Central (30 hours)

Part Time Associate Banker Central Market (30 hours)

Financial Advisor/Wealth Manager - Houston, TX

Member Service Officer/Universal Banker-Bilingual

Financial Advisor - Houston Metro area and Surrounding Eastern Suburbs

Virtual Financial Advisor - Houston

Financial Service Representative I

Financial Service Representative II

International Relationship Manager (International Banker) - Amegy Tower/ Houston, TX

Trust Associate (Contract) Houston, TX

Financial Advisor

Private Banking Relationship Manager - Houston, TX

Mortgage Loan Officer Houston

U.S. Private Bank - Client Service Associate

Financial Planner- Houston, TX

Part Time Associate Banker Northeast (30 hours)

Small Business Administration Banker

Commercial Relationship Manager (Houston)

Relationship Banker - Houston Central area

I want to receive the latest job alert for financial services in houston tx

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