Top 35 Financial professional Jobs in Conroe, Tx

Financial Service Representative I
Primeway Federal Credit Union —Houston, TX
- Extended hours
- Office
- High school diploma or GED
- Computer skills
Financial Services Professional - Hybrid Remote (TX)
Bankers Life —Spring, TX
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Associate Financial Advisor
Wealth Enhancement Group —The Woodlands, TX
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
AMP Financial Advisor Trainee (The Woodlands, TX)
Raymond James Financial, Inc. —The Woodlands, TX
- Full-time
- Writing skills
- Office
- 3 years
Financial Services Representative – State Farm Agent Team Member
James Pearson - State Farm Agent —Conroe, TX
- $40,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid training
- Health insurance
Quick Apply
Financial Advisor - Full Training and Development Program
Northwestern Mutual —The Woodlands, TX
- $80,000 - $120,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
9d
Financial Service Representative I
THIRD COAST BANK —Conroe, TX
- Full-time
- Spanish
- Word processing
- Computer literacy
Quick Apply
10d
Financial Services Representative - State Farm Agent Team Member
Noah Labauve - State Farm Agent —Spring, TX
- $75,000 - $100,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- 401(k)
Quick Apply
Financial Professional
Cornerstone Financial Strategies —The Woodlands, TX
- Spanish
- Bachelor of Science
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
Entry-Level Financial Representative
Texas National Financial Group —Houston, TX
- $78,000 - $125,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
The Woodlands Financial Office —The Woodlands, TX
- $70,000 - $150,000 a day
- Part-time
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Opportunities for advancement
Quick Apply
22h
Financial Solutions Advisor - Registration Candidate - Northeast Houston Area
Bank of America —Conroe, TX
- Full-time
- Background check
- Spanish
- Writing skills
- Opportunities for advancement
8d
Financial Services Representative
Three Pillars Legacy —The Woodlands, TX
- $12,000 - $100,000 a year
- Temporary
- Hybrid work
- No experience needed
- Financial services
- Entry level
- Work from home
- Flexible schedule
Quick Apply
Financial Advisor
Cornerstone Financial Strategies —Conroe, TX
- Spanish
- Bachelor of Science
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative - State Farm Agent Team Member
Michael Liberto - State Farm Agent —Magnolia, TX
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- 401(k)
Quick Apply
Financial Advisor - South Texas
Cornerstone Financial Strategies —Magnolia, TX
- Spanish
- Bachelor of Science
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
Financial Solutions Advisor - Northeast Houston Area
Bank of America —Conroe, TX
- Full-time
- Background check
- Spanish
- Writing skills
Financial Professional - South Texas
Cornerstone Financial Strategies —Magnolia, TX
- Spanish
- Bachelor of Science
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
Financial Solutions Representative I (Call Center)
Chartway Federal Credit Union —Houston, TX
- $20 - $21 an hour
- Email
- High school diploma or GED
- Organizational skills
- Communication skills
Financial Services Representative – State Farm Agent Team Member
Michael Fletcher - State Farm Agent —Tomball, TX
- Full-time
- Office
- Math
- Communication skills
- Profit sharing
- Paid time off
Quick Apply

I want to receive the latest job alert for financial professional in conroe, tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial professional jobs near conroe, tx

Financial Advisor jobs in The Woodlands, TX

Entry Level Financial Analyst jobs in Houston, TX

Financial Advisor jobs in Spring, TX

Financial Representative jobs in The Woodlands, TX

Call Center Representative jobs in Houston, TX

Financial Representative jobs in Houston, TX

Financial Representative jobs in Tomball, TX

Financial Advisor jobs in Conroe, TX

Financial Advisor jobs in Tucson, AZ

Academic Advisor jobs in St. Louis, MO

Financial Advisor jobs in Columbus, OH

Chief Financial Officer jobs in Pittsburgh, PA

Financial Advisor jobs in Cleveland, OH

Financial Advisor jobs in Charlottesville, VA

Academic Advisor jobs in Columbus, OH

Entry Level Financial Analyst jobs in Boston, MA

Entry Level Financial Analyst jobs in Ohio

Hospital Entry Level jobs in Crown Point, IN

Financial Analyst jobs in Austin, TX

Entry Level Financial Analyst jobs in Palm Bay, FL

Financial Service Representative I

Primeway Federal Credit Union -
Houston, TX

Apply Now

Job Details

Qualifications

Copy machines
High school diploma or GED
Fax machines
Computer skills

Full Job Description

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 PrimeWays culture. Another key aspect of this financial service position is to identify members financial needs and recommend appropriate solutions. Additionally, the Financial Service Representative I 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 by 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 statements 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 in order 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

Knowledge and Skills

Ability to maintain significant levels of diplomacy and trust, in addition to 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 situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by 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 professional jobs in conroe, tx

Financial Service Representative I

Financial Services Professional - Hybrid Remote (TX)

Associate Financial Advisor

AMP Financial Advisor Trainee (The Woodlands, TX)

Financial Services Representative – State Farm Agent Team Member

Financial Advisor - Full Training and Development Program

Financial Service Representative I

Financial Services Representative - State Farm Agent Team Member

Financial Professional

Entry-Level Financial Representative

Financial Advisor

Financial Solutions Advisor - Registration Candidate - Northeast Houston Area

Financial Services Representative

Financial Advisor

Financial Services Representative - State Farm Agent Team Member

Financial Advisor - South Texas

Financial Solutions Advisor - Northeast Houston Area

Financial Professional - South Texas

Financial Solutions Representative I (Call Center)

Financial Services Representative – State Farm Agent Team Member

I want to receive the latest job alert for financial professional in conroe, tx

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected