Financial Services Advisor - Guide Customers to Credit
WFC Limited Partnership
WFC Limited Partnership is seeking a Financial Services Representative in Carrollton, Texas. This role requires guiding customers toward financial good through exceptional service and assisting the Branch Manager. Responsibilities include processing loan applications, managing cash drawers, and maintaining customer relationships. With opportunities for growth, the company promotes from within and offers benefits like health insurance, paid holidays, and a 401(k) plan. Join a team that values community and helping others. #J-18808-Ljbffr WFC Limited Partnership
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Services Advisor - Guide Customers to Credit in Carrollton, TX vacancy
- ...a passion for helping customers, building relationships... ...customer service. You are energetic and... ...customers, using your financial knowledge to offer thoughtful... ...Specialists (Financial Advisors, Mortgage Bankers, and... ...criminal conviction history, credit report, information...CustomerFull timeImmediate startAfternoon shift
$25 per hour
...processor, purchase, purchasing, mortgage, credit, fha, va, deposits, loans Top Skills... ...leader in Full-Stack Technology Services, Talent Services, and real-world application... ...accelerate business transformation for our customers. Our expertise in strategy, design,...CustomerContract workTemporary workTEKsystems Careers
Carrollton, TX2 days ago$65k - $154.07k
Crash Champions is seeking a Customer Service Representative in Carrollton, Texas, responsible for educating customers about vehicle repairs and managing the repair process to ensure quality standards. The ideal candidate will possess strong customer service skills and...Customer- Convergint Technologies is seeking a full-time Credit and Collection Analyst in Carrollton,... ...invoice status, and maintain strong customer relationships. This position requires excellent... ...Join a dynamic team focused on customer service and growth within a supportive company...CustomerFull time
$215k - $355k
...partnering closely with originations, credit, legal, and servicing to structure, distribute, and manage... ...offerings and solutions to maintain customer relationships Assist with managing... ..., and judgment skills in a regulated financial services environment Job Expectations...CustomerWork experience placementWork at officeWells Fargo
Irving, TX1 day ago- ..., responsive, and courteous customer service to both internal and external... ...position is to be a trusted advisor to every internal and... ...identify and achieve their financial goals. Essential Job Functions... ...documentation for Letters of Credit. Prepare documentation for...CustomerImmediate start
- ...will provide an exceptional customer experience by building and maintaining... ...understand and address their financial needs, the banker will... ...our consultative sales and service process. Responsible and accountable... ...resolved Analyze customer credit data and other related...CustomerWork at office
Fifth Third Bancorp
Plano, TX18 hours ago $3,300 per month
...effective processes that support business and customer service objectives. Responsibilities Perform... ...(title, appraisal, hazard, flood cert, credit, etc.) Handle more complex calls,... ...experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage...CustomerHourly payWork experience placementCasual workWork at officeLocal area- ...driven, and critical-thinking Credit and Collection Analystfor our... ..., and maintaining strong customer relationships. Additional duties... ...passion for providing world-class service to customers, colleagues, and... .... Strong proficiency in financial software including ability to...CustomerFull timeWork from home
$22 - $23 per hour
...efficient processes and deliver exceptional service to our customers. Key Responsibilities Perform... ...hazard insurance, flood certification, and credit reports Handle escalated or complex... ...of 3 years of relevant experience in financial services; mortgage industry experience...CustomerFull timeWork experience placementWork at officeLocal areaShift work- ...committed to bringing passion and customer focus to the business.... ...members to help them achieve their financial goals. The role is expected to... ...is to provide excellent member service while achieving sales targets and promoting the credit union's products and services....CustomerHourly payFull timeWork at officeShift work
Wellby Financial
Plano, TX3 days ago $55k - $85k
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage... ...team members across the country are guided by our core values: to be Accountable,... ...inclusive environment, where all employees and customers feel valued, respected and supported....CustomerTemporary workWork at officeLocal areaFlexible hours- ...and continuously improve how financial data is managed. If you enjoy... ...Chase is a leading financial services firm, helping nearly half of... ...lifelong relationships and put our customers at the heart of everything we... ...including personal banking, credit cards, mortgages, auto...Customer
- ...preparing accurate loan documents and providing exceptional customer service. This role requires 3-5 years of banking experience and strong... ..., and can work under pressure. Join us to help our customers achieve their financial goals. #J-18808-Ljbffr Texas Bank and TrustCustomer
- ...world challenges that impact our company, customers and communities. Our culture in Risk... ...Finance Associate within the Wholesale Credit Risk organization, you will be directly... ...responsibilities will include analyzing financial statements, keeping abreast of industry...Customer
- ...opportunity to provide financial analysis, budgeting,... ...4+ years of Financial Services experience in an analytical... ...-driven solutions to guide management decision-... ...and put our customers at the heart of everything... ...including personal banking, credit cards, mortgages, auto...CustomerLocal areaImmediate startRelocationVisa sponsorshipRelocation package
- ...accuracy, coordinate closely with customers and funding partners, and... ..., pro forma invoices, and credit/debit notes Prepare and validate... ...business leaders to deliver services that support company... ...related field Strong commercial, financial, and mathematical skills Basic...CustomerContract work
- ...will provide an exceptional customer experience by building and maintaining... ...understand and address their financial needs, the banker will... ...our consultative sales and service process. Responsible and accountable... ...resolved Analyze customer credit data and other related...CustomerWork at office
- ...focuses on providing excellent customer experiences and building... ...Responsibilities include tailoring financial solutions, collaborating with... ..., and analyzing customer credit data. Candidates must have at least one year of customer service experience, strong sales skills...Customer
- ...Senior Credit Officer In Business Banking Bring your expertise... ...challenges that impact our company, customers and communities. Our culture... ...from a well-recognized Financial Institution ~ Demonstrated... ...Experience in a banking or financial services environment preferred....Customer
Chase
Plano, TX1 hour ago - ...for taking care of our customers and employees and... ...tailored to suit their financial needs. As a Private Client... ...the best products and services for their needs... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...criminal conviction history, credit report, information...CustomerImmediate startAfternoon shift
$14 per hour
...requires: Collections experience Invoices Finance Credit Finance Associate duties: Work with manager to... ...hold, or outside collection. Record information about financial status of customer and documents status of collection efforts. Keep sales...CustomerFull timeGlobal Channel Management, Inc.
Plano, TX14 hours ago- ...Responsible for performing a broad variety of financial services such as opening and closing accounts,... ...lobby associates so they can assist customers and effectively cross‑sell bank... ...with safe deposit boxes, savings bonds, credit cards and basic consumer loans. Answers...CustomerFull timeWork at officeMonday to FridayAfternoon shiftWeekday work
- ...Responsible for performing a broad variety of financial services such as opening and closing accounts,... ...lobby associates so they can assist customers and effectively cross‑sell bank... ...with safe deposit boxes, savings bonds, credit cards, and basic consumer loans. Answers...CustomerFull timeWork at officeMonday to FridayAfternoon shiftWeekday work
- ...Acting as a trusted advisor, finding and recommending the right financial solutions to help... .... We are guided by our commitment... ...responsible for making and servicing commercial and individual... ...funds and/or credit secured which have... ..., most profitable customer relationships...CustomerLocal area
- ...Relationship Executive If you are customer-focused, enjoy building... ...to provide strategic financial advice to businesses, a role... ...Seven plus years of lending or credit support related experience with... ...Commercial Banking products and services Methodical approach to market...CustomerLocal areaFlexible hours
$15 - $17 per hour
WFC Limited Partnership is seeking a Financial Services Representative in Lewisville, Texas, to assist customers with financial needs and promote upward credit mobility. This role supports the Branch Manager in daily operations, including loan processing and customer service...CustomerHourly pay- ...Patient Financial Representative Senior US:TX:Irving | Patient Financial Services | Full Time Description Summary: The associate... ...to internal and external customers. The associate carries out his... ...guidelines. Identify and resolve credit balances with the appropriate...CustomerFull timeWork at officeMonday to Friday
CHRISTUS Health
Irving, TX3 days ago - ...Financial Services Specialist While PDFs are an acceptable file type, scanned PDFs or images... ...and/or related information. Assists customers, vendors, and employees with requests for... ...records check. May be required to pass a credit check depending on assignment...CustomerWork at office
City of Carrollton
Carrollton, TX1 day ago - ...A well-known consulting firm is seeking a Home Equity Loan Processor to manage applications, provide outstanding customer service, and ensure accurate documentation and timelines. The ideal candidate has at least 2 years of mortgage and customer contact experience, is...CustomerRemote workFlexible hours
Accenture
Irving, TX3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Advisor - Guide Customers to Credit. Be the first to apply!
Related searches
- ally financial Carrollton, TX
- financial banking Carrollton, TX
- financial institutions Carrollton, TX
- financial sales Carrollton, TX
- senior financial analyst fp&a Carrollton, TX
- customer satisfaction Carrollton, TX
- customer marketing Carrollton, TX
- customer project program manager Carrollton, TX
- customer retention Carrollton, TX
- customer engineer Carrollton, TX