Top 436 Financial service representative Jobs in Katy Tx

Financial Service Representative
SHELL FEDERAL CREDIT UNION —Katy, TX
- Overtime
- Office
- High school diploma or GED
- Communication skills
Financial Service Representative II
PRIMEWAY FEDERAL CREDIT UNION —Houston, TX
- Extended hours
- Spanish
- Mid-level
- High school diploma or GED
Card Services Manager--must have card fraud experience in a bank or credit union
The Shelly Group —Houston, TX
- $70,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
12h
Fiber Door-to-Door Sales Representative
Vibe Sales LLC —Houston, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- Residential
- Driver's License
- Flexible schedule
Quick Apply
4d
Sales Representative
Cooper Financial —Sugar Land, TX
- $1,000 - $3,500 a week
- Full-time
- Background check
- Heavy lifting
- Mid-level
Quick Apply
Business Development Manager
GC Hall Houston —Houston, TX
- $23 - $25 an hour
- Full-time
- Computer literacy
- Mid-level
- Windows
- Health insurance
- Dental insurance
Quick Apply
Insurance Sales Representative (Training Provided)
Colonial Life —Houston, TX
- $50,000 - $80,000 a year
- Full-time
- Background check
- Spanish
- Customer service
- Disability insurance
- Health insurance
Quick Apply
13d
Outside Sales Representative
PestCo LLC —Houston, TX
- Full-time
- Mid-level
- Residential
- Travel
- Health savings account
- Paid holidays
Quick Apply
Sales Associate (Bilingual in Spanish)
Ria Money Transfer (Dandelion) —Houston, TX
- $12 an hour
- Extended hours
- Microsoft Word
- Spanish
- English
- Employee stock purchase plan
- Health insurance
Quick Apply
6d
Residential Sales Representative
ADT Security Services —Houston, TX
- From $95,000 a year
- Clean driving record
- High school diploma or GED
- Driver's License
- Mileage reimbursement
- Disability insurance
Quick Apply
Experienced Sales Professional Wanted: Insurance Sales Representative (Bilingual Spanish Preferred)
State Farm —Katy, TX
- $65,000 - $85,000 a year
- Full-time
- Bilingual
- Microsoft Word
- Background check
- Paid holidays
- Paid time off
Quick Apply
Customer Service Representative
Lions HQ Financial —Richmond, TX
- $3,400 - $6,500 a month
- Part-time
- Hybrid work
- Bilingual
- Sales
- Computer literacy
- Paid time off
- Professional development assistance
Quick Apply
Customer Service Representative
Washington Legacy Wealth Group —Houston, TX
- $3,200 - $6,000 a month
- Part-time
- Hybrid work
- Bilingual
- Background check
- Office
- Parental leave
- Flexible schedule
Quick Apply
7d
Full Time Teller I
SHELL FEDERAL CREDIT UNION —Katy, TX
- Full-time
- High school diploma or GED
- Computer skills
- Communication skills
Part Time Teller I (Opening Shift)
SHELL FEDERAL CREDIT UNION —Katy, TX
- Part-time
- High school diploma or GED
- Computer skills
- Communication skills
Benefits Representative
AMBA —Katy, TX
- $65,000 - $90,000 a year
- Full-time
- Leadership
- Communication skills
- Entry level
- Retirement plan
Financial Representative - Houston, TX (Champion Forest)
Fidelity Investments —Houston, TX
- Full-time
- Mid-level
- Office
- Organizational skills
- Tuition reimbursement
7d
Member Service Representative Teller
Houston Federal Credit Union —Houston, TX
- Full-time
- Management
- Computer literacy
- Office
Branch Representative - Cypress Branch
Texas Bay Credit Union —Cypress, TX
- $17 - $22 an hour
- Full-time
- Computer literacy
- Office
- Microsoft Office
Remote Senior Insurance Rep
PFS Group —Houston, TX
- Full-time
- Remote
- 5 years
- Finance
- Analysis skills

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Financial Service Representative

SHELL FEDERAL CREDIT UNION -
Katy, TX

Apply Now

Job Details

Full-time

Qualifications

High school diploma or GED
Financial product expertise
Productivity software

Full Job Description

The Financial Service Representative is responsible for providing exceptional member service in response to member needs and request.

Essential Job Duties and Responsibilities

Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions.
Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act.
Required to complete annual training sessions as instructed or scheduled.
Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance.
Provide friendly, professional, and personal service to all members.
Assist members and potential members with their financial service needs; explain services, open, maintenance & close accounts, offer solutions to member issues, respond to problems, and direct members to the appropriate team members when further assistance is needed.
Must be able and willing to work 40 hours per week plus overtime, as needed.
Must be able to work the rotating opening, closing and Saturday schedule, as needed.
May assist management with covering the greeter desk and performing greeter responsibilities as needed.
Must be well versed in all Credit Union products and services.
Assist members with their service needs related to, including but not limited to:

Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box.
Notary services, assistance with Bill Pay, Digital Banking.
Process disputes, wires, stop payments, check copies, address changes, check orders and statement requests.

Must be able to maintain confidentiality of member information.
All member and Credit Union information must be kept secure at all times.
Cross-sell Credit Union products and services based on member needs.
Answer and greet all incoming Credit Union calls in a professional and courteous manner.
May assist in training new FSR’s as needed.
Interview, originate, and processes all member loan applications, including but not limited to:
- Provide member appropriate follow up of their application as well as the final loan decision.
- Prepare, review and/or follow up on all required loan documents for completeness, compliance, and accuracy for submission to Underwriters.
Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed.
Meet/exceed personal and branch goals.
Assist the team with daily responsibilities as needed, including but not limited to:
- Following opening and closing procedures.
- Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault.
- Wiling to assist the team at other branch locations, if needed.
Performs additional duties as assigned.

Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge and Skills

Experience:

Three years of direct Credit Union/Banking or retail experience is preferred.

Education / Training:

High school diploma or general education degree (GED).

Job Requirements:

Possess the desire to accept additional responsibilities within branch operations.
Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned.
Proficient computer skills, including working knowledge of the MS Office Suite.
Accuracy with numbers and attention to detail are needed.
Must possess professional verbal and written communication skills.
Maintain a high level of knowledge and procedural expertise in credit union products, services, and promotions.
Ability to work in an open-concept workspace/environment.

Physical Demands:

While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 55 pounds.

Working Conditions

Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk.

In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

This Job Description is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

This organization uses E-Verify® in its hiring practices to achieve a lawful workforce.

Apply Now

Refine Your Search

financial service representative jobs in katy tx

Financial Service Representative

Financial Service Representative II

Card Services Manager--must have card fraud experience in a bank or credit union

Fiber Door-to-Door Sales Representative

Sales Representative

Business Development Manager

Insurance Sales Representative (Training Provided)

Outside Sales Representative

Sales Associate (Bilingual in Spanish)

Residential Sales Representative

Experienced Sales Professional Wanted: Insurance Sales Representative (Bilingual Spanish Preferred)

Customer Service Representative

Customer Service Representative

Full Time Teller I

Part Time Teller I (Opening Shift)

Benefits Representative

Financial Representative - Houston, TX (Champion Forest)

Member Service Representative Teller

Branch Representative - Cypress Branch

Remote Senior Insurance Rep

I want to receive the latest job alert for financial service representative in katy tx

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