Top 57 Financial professional Jobs in Katy, Tx

Financial Service Representative II
PRIMEWAY FEDERAL CREDIT UNION —Houston, TX
- Extended hours
- Spanish
- Mid-level
- High school diploma or GED
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 Advisor - Trainee
Angulo Morales Asociados —Houston, TX
- $35,000 - $100,000 a year
- Part-time
- Hybrid work
- 18 years or older
- Spanish
- Customer service
- Professional development assistance
- Flexible schedule
Quick Apply
Financial Aid Advisor
Houston Christian University —Houston, TX
- Online Application
- Background check
- Mid-level
- Communication skills
- Loan repayment program
Financial Services Representative - State Farm Agent Team Member
Thad Olive - State Farm Agent —Sugar Land, TX
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Leadership
- Health insurance
- 401(k)
Quick Apply
Financial Representative- Training & Development Provided
Northwestern Mutual —Houston, TX
- $60,000 - $150,000 a year
- Choose your own hours
- Background check
- Sales
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Houston, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Representative - Houston, TX (Champion Forest)
Fidelity Investments —Houston, TX
- Full-time
- Mid-level
- Office
- Organizational skills
- Tuition reimbursement
12d
Patient Financial Services Representative
Specialized First —Houston, TX
- $15 - $19 an hour
- Full-time
- Computer literacy
- Mid-level
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
5d
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 Service Representative
SHELL FEDERAL CREDIT UNION —Katy, TX
- Overtime
- Office
- High school diploma or GED
- Communication skills
Financial Advisor - Full Training
Northwestern Mutual —Houston, TX
- $101,925.24 - $122,748.67 a year
- Full-time
- Bachelor's degree
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
11d
Financial Services Representative - State Farm Agent Team Member
Lester Quiroa - State Farm Agent —Houston, TX
- $55,000 - $75,000 a year
- Full-time
- Office
- Analysis skills
- 1 year
- Paid time off
- Opportunities for advancement
Quick Apply
Financial Services Representative – State Farm Agent Team Member
Ade Oyejobi - State Farm Agent —Katy, TX
- $35,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Health insurance
Quick Apply
Financial Representative – State Farm Agent Team Member
Al Johnson - State Farm Agent —Sugar Land, TX
- Full-time
- Office
- Entry level
- Profit sharing
- Health insurance
Quick Apply
Financial Services Representative – State Farm Agent Team Member
Kevin Patton - State Farm Agent —Richmond, TX
- $40,000 - $60,000 a year
- Full-time
- Office
- Analysis skills
- Communication skills
- Health insurance
- 401(k)
Quick Apply
Financial Reporting Advisor
ENGIE —Houston, TX
- $55 - $80 an hour
- Contract
- Hybrid work
- CPA
- 5 years
- Research
12d
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
Theo Franklin - State Farm Agent —Houston, TX
- $30,000 - $70,000 a year
- Part-time
- Office
- Finance
- Math
- Profit sharing
- Health insurance
Quick Apply
Financial Services Representative - State Farm Agent Team Member
Tamara Thompson - State Farm Agent —Houston, TX
- $60,000 a year
- Part-time
- Spanish
- Analysis skills
- Senior level
- Paid time off
- Opportunities for advancement
Quick Apply

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Financial Service Representative II

PRIMEWAY FEDERAL CREDIT UNION -
Houston, TX

Apply Now

Job Details

Full-time

Qualifications

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
Bilingual preferred (Spanish)

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 professional jobs in katy, tx

Financial Service Representative II

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Financial Representative- Training & Development Provided

Financial Advisor

Financial Representative - Houston, TX (Champion Forest)

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Financial Services Representative – State Farm Agent Team Member

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Financial Services Representative – State Farm Agent Team Member

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Financial Solutions Representative I (Call Center)

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Financial Services Representative - State Farm Agent Team Member

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