Top 875 Financial representative Jobs in Magnolia, Tx

Personal Banker - Magnolia, TX
Texas Regional Bank —Magnolia, TX
- Office
- High school diploma or GED
- Analysis skills
1d
Financial Services Representative
BRAZOS VALLEY SCHOOLS CREDIT UNION —Waller, TX
- Mid-level
- Office
- High school diploma or GED
- AD&D insurance
- Disability insurance
8d
Licensed Insurance Sales Agent
Southeast Texas Farmers Insurance Group- District 56 —Conroe, TX
- $35,000 - $85,000 a year
- Full-time
- Spanish
- English
- Office
- Health insurance
- Dental insurance
Quick Apply
Door-to-Door Sales Representative
Tekton Roofing Solutions —Conroe, TX
- $40,000 - $200,000 a year
- Part-time
- Residential
- In-person
- Communication skills
- Flexible schedule
Quick Apply
1d
Outside Sales Representative
Alarm Masters —Spring, TX
- $50,000 - $100,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Licensed Insurance Customer Service Representative
Burg Insurance Group of Texas —Cypress, TX
- $21 - $26 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
3d
Outside Sales Representative
Hunting Energy Services —Houston, TX
- $57,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Mileage reimbursement
- Health insurance
Quick Apply
11d
Experienced Outside Sales Representative
Omicron Controls, Inc. —Conroe, TX
- $50,000 - $60,000 a year
- Full-time
- Clean driving record
- Mid-level
- 3 years
- Fuel card
- Health insurance
Quick Apply
Veterinary Specialty Client Services Representative
The Woodlands Animal Cancer and Referral Center —Spring, TX
- $17.94 - $20.00 an hour
- Overtime
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Insurance Agent
TWFG Insurance —The Woodlands, TX
- From $44,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Remote Seasonal Licensed Health Insurance Agent TX
Qualfon —Texas
- $20 an hour
- Full-time
- Remote
- 18 years or older
- Computer literacy
- High school diploma or GED
- Paid training
10d
Licensed Insurance Sales Representative
Cody Reynolds Allstate —Magnolia, TX
- $40,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Paid training
- Paid holidays
Quick Apply
1d
Insurance Sales Agent
Farmers Insurance - The Mike Moss Agency —Houston, TX
- $47,000 - $62,000 a year
- Full-time
- Bilingual
- Background check
- Sales
- Dental insurance
- Paid time off
Quick Apply
Sales Development Representative
Burness Insurance Agency LLC —Montgomery, TX
- $28,800 - $40,000 a year
- Weekends as needed
- Background check
- No experience needed
- Office
- Paid training
- Paid time off
Quick Apply
1d
Outside Sales Representative
Bison Profab Inc. —Magnolia, TX
- $65,000 - $125,000 a year
- Full-time
- Background check
- Engineering
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
In-Home Sales Representative 2 years experience
Bath Planet —North Houston, TX
- $6,000 - $25,000 a month
- Full-time
- Up to 50% travel
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Insurance Sales Representative (Training Provided)
Colonial Life —Magnolia, TX
- $50,000 - $80,000 a year
- Contract
- Background check
- Spanish
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Raymond James Financial, Inc. —The Woodlands, TX
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Sales Representative - Experienced Door-to-Door
Solve Pest Pros —Tomball, TX
- $50,000 - $90,000 a year
- Full-time
- Mid-level
- Communication skills
Quick Apply
TEXAS ONLY - 60% Commission Split-Commission Only- Licensed Insurance Agent
Dunbar Beddingfield —Texas
- $49,970.41 - $250,000.00 a year
- Full-time
- Remote
- Mid-level
- Commercial
- Work from home
- Flexible schedule
Quick Apply

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financial representative jobs near magnolia, tx

Personal Banker - Magnolia, TX

Texas Regional Bank -
Magnolia, TX

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Job Details

1 day ago

Qualifications

Customer communication
Customer relationship building
Handling large sums of money
Client relationship development
High school diploma or GED
Customer relationship management
Typing
Productivity software
10 key typing

Full Job Description

Position Summary

The Personal Banker plays a dual role within the banking center by providing both Teller and New Account services. Providing high-quality customer service and a positive banking experience for all customers is essential in this role. The Personal Banker is responsible for opening and closing personal and commercial accounts, maintenance of accounts, processing teller transactions, which includes cashing checks, receiving and processing deposits, withdrawals, transfers, balancing teller cash drawer, answering phones, safe deposit entry, answering customer questions, resolving related account problems, and providing other assistance as requested. This position involves a high level of interaction with customers and employees and requires an ability to communicate effectively. Additionally, accurate and timely processing of transactions and requests in accordance with established teller policies and procedures is essential.

New Accounts Duties and Responsibilities

Responsible for being well versed in the Bank’s available products and services.

Ability to open and close accounts in the Business Process Manger software. Account types may include personal and business checking, savings, IRAs, and Certificates of Deposit.

Ability to discuss new account documentation with customers.

Order checks and debit cards.

Prepare documentation for new accounts under the Bank’s CIP/BSA policies.

Follow up on requests from clients and loan officers in a timely manner.

Deposit funds received from customer and obtain receipt for customer.

Execute wire transfers.

Provide information to current and prospective customers regarding interest rates, account charges, and other pertinent account information.

Teller Duties and Responsibilities

Operate and maintain a cash drawer, process deposits, withdrawals, transfers, loan payments and cash checks.

Maintain accurate details of each transaction.

Prepare daily general ledger entries.

Perform vault functions, as necessary.

Assist with daily balancing of coin machine.

Assist existing & potential customers with product and service inquiries.

Balance teller drawer, daily.

Verify accuracy of posted transactions.

Promote and cross-sell the Bank’s products and services, at every opportunity.

Make concentrated effort to solve customer problems.

Promote and maintain positive relations with all contacts, customers, and potential customers.

Comply with all department and company policies and procedures.

Other Responsibilities

Support and promote the Bank’s Vision, Mission, Core Values, organizational structure, policies, and procedures.
Must have excellent communication, analysis, observation and decision-making skills.
Ability to work in high-pressure situations and a stressful atmosphere while remaining composed.
Comply with federal and state regulations as well as all established Bank policies and procedures.
Other duties as assigned.

Qualifications, Education and Experience Requirements

A self-starting individual who possesses the following: High School Diploma or GED and at least one year of banking experience working in new accounts, as a teller, or in lending.
At least six (6) months of cash handling experience.
Strong customer relations and interpersonal skills.
Ability to type, use a computer efficiently, and use a 10-key calculator.
Proficiency with Microsoft Office Suite.
Ability to handle large quantities of currency while maintaining accuracy.
Good problem-solving skills, solid decision-making and effective communication.
Ability to prioritize and organize work activities.
Mental concentration for handling frequent interruptions and working in a fast-paced environment.
Position can be mentally and physically stressful, will require standing for most of the workday, and require lifting, carrying, or moving heavy boxes or bags of currency and coin, weighing up to 25 pounds.
Must be able to work flexible hours as scheduled, Monday through Saturday and work at any of the bank’s locations as needed.
Must be able to be physically present in the Bank to perform job duties.
Texas Regional Bank is an Equal Opportunity Employer.

Apply Now

Refine Your Search

financial representative jobs in magnolia, tx

Personal Banker - Magnolia, TX

Financial Services Representative

Licensed Insurance Sales Agent

Door-to-Door Sales Representative

Outside Sales Representative

Licensed Insurance Customer Service Representative

Outside Sales Representative

Experienced Outside Sales Representative

Veterinary Specialty Client Services Representative

Insurance Agent

Remote Seasonal Licensed Health Insurance Agent TX

Licensed Insurance Sales Representative

Insurance Sales Agent

Sales Development Representative

Outside Sales Representative

In-Home Sales Representative 2 years experience

Insurance Sales Representative (Training Provided)

Client Service Associate

Sales Representative - Experienced Door-to-Door

TEXAS ONLY - 60% Commission Split-Commission Only- Licensed Insurance Agent

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