Top 2254 Financial representative Jobs in Spring, Tx

Financial Service Representative I
Primeway Federal Credit Union —Houston, TX
- Extended hours
- Office
- High school diploma or GED
- Computer skills
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
Associate Financial Advisor
Volante Integrated Planning —The Woodlands, TX
- $45,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
4d
Sales Representative - Entry Level
Confidential —Houston, TX
- $900 - $1,400 a week
- Full-time
- Communication skills
- Entry level
- Time management
Quick Apply
Customer Service Representative
FMA Alliance, Ltd —Houston, TX
- From $19 an hour
- 8 hour shift
- Background check
- Management
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Financial Services Associate (training provided)
TGA Financial —The Woodlands, TX
- $1,500 - $5,000 a month
- Part-time
- Hybrid work
- 18 years or older
- No experience needed
- US work authorization
- Flexible schedule
Quick Apply
7d
Financial Services Associate (training provided)
TCB Financials —The Woodlands, TX
- $2,000 - $10,000 a month
- Part-time
- Hybrid work
- 18 years or older
- No experience needed
- US work authorization
- Flexible schedule
Quick Apply
11d
Client Services Representative
Stuebner Airline Veterinary Hospital —Spring, TX
- Full-time
- Hospital
- Entry level
Contact Center Representative - Work From Home
AWL —Houston, TX
- Part-time
- Remote
- Computer literacy
- Computer skills
- Leadership
- Work from home
- Opportunities for advancement
Quick Apply
Customer Service Representative - Temporary
Sutherland —Houston, TX
- Full-time
- Remote
- English
- Communication skills
- Entry level
- Work from home
Quick Apply
2d
Customer Support Specialist - 100% Remote!
Converge Technology Solutions —Houston, TX
- Full-time
- Remote
- High school diploma or GED
- Mentoring
- Typing
1d
Sales Representative
North Freeway Hyundai —Spring, TX
- $7,000 a month
- Dealership
- Entry level
Quick Apply
Customer Service Representative
Southend Pharmacy —Houston, TX
- $22 - $26 an hour
- Full-time
- Spanish
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
10d
Patient Services Representative (100% in office)
Visualutions, Inc. —Spring, TX
- $18 - $22 an hour
- Full-time
- HIPAA
- Office
- Continuous improvement
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
Associate Financial Representative
LPL Financial —Houston, TX
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Financial Services industry
TMB —The Woodlands, TX
- $55,000 - $100,000 a year
- Part-time
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Opportunities for advancement
- Flexible schedule
Quick Apply
Financial Services Associate
Financial Agency The Woodlands —The Woodlands, TX
- $50,000 - $120,000 a year
- Part-time
- Hybrid work
- 18 years or older
- US work authorization
- Financial services
Quick Apply
Patient Services Representative- Neurosurgery (The Woodlands)
Houston Methodist Specialty Physician Group —The Woodlands, TX
- Full-time
- Inventory management
- Word processing
- Writing skills
9d
Entry Level - Life Insurance Agent
Financial Agency The Woodlands —The Woodlands, TX
- $70,000 - $120,000 a year
- Part-time
- Hybrid work
- Background check
- No experience needed
- Financial services
- Relocation assistance
- Flexible schedule
Quick Apply
7d

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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 representative jobs in spring, tx

Financial Service Representative I

Virtual Financial Advisor - Houston

Associate Financial Advisor

Sales Representative - Entry Level

Customer Service Representative

Financial Services Associate (training provided)

Financial Services Associate (training provided)

Client Services Representative

Contact Center Representative - Work From Home

Customer Service Representative - Temporary

Customer Support Specialist - 100% Remote!

Sales Representative

Customer Service Representative

Patient Services Representative (100% in office)

Entry-Level Financial Representative

Associate Financial Representative

Financial Services industry

Financial Services Associate

Patient Services Representative- Neurosurgery (The Woodlands)

Entry Level - Life Insurance Agent

I want to receive the latest job alert for financial representative in spring, tx

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