Top 418 Financial service representative Jobs in Katy Tx

Financial Service Representative II
PRIMEWAY FEDERAL CREDIT UNION —Houston, TX
- Extended hours
- Spanish
- Mid-level
- High school diploma or GED
Remote Senior Insurance Rep
PFS Group —Houston, TX
- Full-time
- Remote
- 5 years
- Finance
- Analysis skills
Senior Outside B2B Sales Executive
Wholesale Payments —Texas
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Remote Legal Collections Rep (CST preferred)
Transworld Systems Inc. —Houston, TX
- $17 - $20 an hour
- Weekends as needed
- High school diploma or GED
- Computer skills
- Entry level
- Paid training
- Paid holidays
4d
Financial Service Representative
SHELL FEDERAL CREDIT UNION —Katy, TX
- Overtime
- Office
- High school diploma or GED
- Communication skills
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 Relations Representative - State Farm Agent Team Member
Scott McDowell - State Farm Agent —Katy, TX
- $55,000 - $70,000 a year
- Full-time
- Spanish
- Office
- Computer skills
- Opportunities for advancement
Quick Apply
Loan Assistant I
Guaranty Bank & Trust —Katy, TX
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Office
- Profit sharing
- Health savings account
Benefits Representative
AMBA —Katy, TX
- $65,000 - $90,000 a year
- Full-time
- Leadership
- Communication skills
- Entry level
- Retirement plan
Account Representative - State Farm Agent Team Member
Kevin Garrette - State Farm Agency Intern —Tomball, TX
- $65,000 - $125,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Paid time off
- Opportunities for advancement
Quick Apply
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
Logistics Customer Service Rep. 3
DAIKIN COMFORT TECHNOLOGIES MFG INC —Waller, TX
- Remote
- 6 years
- Microsoft Outlook
- Word processing
Quick Apply
11d
Branch Representative - Cypress Branch
Texas Bay Credit Union —Cypress, TX
- $17 - $22 an hour
- Full-time
- Computer literacy
- Office
- Microsoft Office
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
ProSolutions Pump Sales Representative
Herc Rentals —Katy, TX
- $75,000 - $85,000 a year
- Full-time
- Construction site
- Mid-level
- Office
- Paid parental leave
- Health savings account
SALES REPRESENTATIVE - BRANCH
City Electric Supply —Katy, TX
- Online Application
- Mid-level
- Ability to lift 50 pounds
- Driver's License
- AD&D insurance
- Paid holidays
8d
Financial Analyst
Northwestern Mutual —Houston, TX
- $77,000 - $115,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Paid holidays
- Disability insurance
Customer Service Representative - State Farm Agent Team Member
Thad Olive - State Farm Agent —Sugar Land, TX
- $45,000 - $65,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- 401(k)
Quick Apply
Retail Customer Service Representative
Pinch A Penny #289 —Katy, TX
- $14 - $17 an hour
- Part-time
- High school diploma or GED
- Driver's License
- Bachelor's degree
- 401(k)
- Paid time off
Quick Apply
14d
Claims Examiner
ManhattanLife Insurance & Annuity Company —Houston, TX
- Full-time
- Microsoft Word
- Spanish
- Research
- On-the-job training
Quick Apply

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

Senior Sales Executive jobs in Texas

Sales Representative jobs in Katy, TX

Customer Service Representative jobs in Waller, TX

Entry Level Financial Analyst jobs in Houston, TX

Loan Assistant jobs in Katy, TX

Claims Examiner jobs in Houston, TX

Customer Service Representative jobs in Richmond, TX

Financial Representative jobs in Houston, TX

Customer Service Representative jobs in Sugar Land, TX

Financial Analyst jobs in Houston, TX

Collection Representative jobs in Houston, TX

Financial Representative jobs in Sugar Land, TX

Insurance Agent jobs in Houston, TX

Senior Sales Executive jobs in New York, NY

Veterinary Sales jobs in Indiana

Senior Sales Executive jobs in Connecticut

Senior Sales Executive jobs in North Carolina

Remote Sales jobs in Wilmington, NC

Senior Sales Executive jobs in Summerville, SC

Executive Protection jobs in Arizona

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 service representative jobs in katy tx

Financial Service Representative II

Remote Senior Insurance Rep

Senior Outside B2B Sales Executive

Remote Legal Collections Rep (CST preferred)

Financial Service Representative

Customer Service Representative

Customer Relations Representative - State Farm Agent Team Member

Loan Assistant I

Benefits Representative

Account Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Logistics Customer Service Rep. 3

Branch Representative - Cypress Branch

Entry-Level Financial Representative

ProSolutions Pump Sales Representative

SALES REPRESENTATIVE - BRANCH

Financial Analyst

Customer Service Representative - State Farm Agent Team Member

Retail Customer Service Representative

Claims Examiner

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected