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 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services Advisor - Guide Customers to Credit in Carrollton, TX vacancy
- ...individual to provide sales support and communicate effectively with customers throughout the mortgage process. The successful candidate will... ...mortgage loans. Top qualifications include strong customer service and communication skills, proficiency in Microsoft Office Suite...CustomerWork at office
- ...will provide an exceptional customer experience by cultivating, maintaining... ...understand and address their financial needs, offering solutions... ...via a consultative sales and service process. The position is... ...are resolved. Analyze customer credit data and related financial...CustomerWork at office
- ...characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and... ...for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes...Customer
- ...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
- ...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...CustomerImmediate startAfternoon shift
$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 areaSolomonEdwards
Carrollton, TX1 day ago- 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
- ...best experience for our customers. We work together each... ...'s success. As a Financial Advisor within PNC Wealth Management... ...planning experts guide you in creating... ...efficiently handling sales and service, identifying sales and... ...Building, Credit Risk Analysis, Customer...CustomerFull timeTemporary workPart timeWork experience placementWork at office
PNC
Irving, TX2 days 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
$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- ...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
- Selene Holdings is a multi‑line business financial services firm offering mortgage servicing, loan diligence, title... ...experiences. Position Summary The Specialty Loan Advisor (SLA) cultivates and maintains ongoing customer relationships within the Specialty Loan Division...CustomerWork at officeFlexible hours
- Selene Finance LP in Carrollton, Texas is seeking a Specialty Loan Advisor to manage Business Purpose Loan portfolios. The role requires 3-5 years of relevant experience and excellent customer service skills to ensure 100% client satisfaction. Candidates should possess...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
- Fairygodboss is looking for a Mortgage professional based in the Greater Dallas/Ft. Worth, TX area. This role involves managing customer relationships, recommending loan solutions, and ensuring compliance with lending guidelines. The successful candidate will work closely...Customer
$15 per hour
...members who cater to our valued customers nationwide. This is your... ...opportunities effectively. Financial Acumen: Understanding of basic... ...delivering exceptional customer service throughout the loan process.... ...touch customer care with the credit they need to fuel their lives...CustomerHourly payMinimum wageFull timeLocal arealoanDepot
Carrollton, TX15 days ago- ...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
- ...Holdings is a multiple-lines business financial services firm with a mortgage servicing company,... ...place for you! The Role The Specialty Loan Advisor Group Supervisor supervises the Special... ...mortgage loans and handling escalated customer concerns. These functions are customer‑...CustomerWork at officeFlexible hours
- Ryan Klibert - State Farm Agent in The Colony, TX is looking for an Insurance and Financial Services Position - State Farm Team Member. This full-time role involves developing customer relations and offering comprehensive financial planning services. The ideal candidate...CustomerFull time
- ...build relationships with customers by supporting everyday... ...banking products, services, and digital tools to... ...service requests, and credit applications while working... ...that support financial well-being and deepen... ...systems and confidently guide customers in adopting...CustomerWork experience placementFlexible hours
- ...position will provide an exceptional customer experience by cultivating,... ...transactions, assist customers with financial needs, and provide consultative sales and service solutions throughout the... ...are resolved. Analyze customer credit data and other related financial...CustomerWork at office
- Selene Finance LP in Carrollton, Texas, is seeking a Commercial Loan Portfolio Advisor to maintain a portfolio of Business Purpose Loans, delivering exceptional customer service and building enduring relationships. You will support clients via various communication platforms...CustomerFlexible hours
- ...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
- ...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
- ...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
- ...associate is responsible for the duties and services that are of a support nature to the... ...provide value to internal and external customers. The associate carries out his/her duties... ...timely guidelines. Identify and resolve credit balances with the appropriate follow-up...CustomerFull timeWork at office
CHRISTUS Health
Irving, TX2 days ago - ...plan and gain insight into the financial profitability of the business... ..., revenue, expense and credit losses Analyze large sets... ...Chase is a leading financial services firm, helping nearly half of... ...lifelong relationships and put our customers at the heart of everything we...CustomerVisa sponsorship
$70.35k - $205.8k
...Become a trusted expert and advisor to your clients, team, and Accenture... ...in FSCM, specifically: Credit Management (credit control areas... ...(SAP support / managed services experience will not be considered... ...of credit risk management, customer collections, and dispute resolution...CustomerWork experience placementLive inWork at officeLocal areaAccenture
Irving, TX2 days ago- ...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
- Texans Credit Union based in Carrollton, TX is seeking a Financial Services Representative to enhance member service in our Josey Lane branch. This role includes processing... ...experience and a commitment to high-quality customer service. Candidates should have a high school...Customer
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
- associate corporate finance Carrollton, TX
- financial planner Carrollton, TX
- estate planning consultant Carrollton, TX
- financial counselor Carrollton, TX
- financial consultant Carrollton, TX
- financial associate Carrollton, TX
- financial planning assistant Carrollton, TX
- financial advisor associate Carrollton, TX
- financial planning associate Carrollton, TX
- financial advisor Carrollton, TX