Financial Services Rep: New Accounts & Service
Third-Coast-Bank
Third Coast Bank SSB in Austin, TX seeks a driven Financial Service Representative to deliver exceptional customer service, open and service accounts, and assist customers with a wide range of banking needs. The role supports the Lobby Manager in leading staff toward a superior customer experience. The position requires at least a high school diploma or GED, with a preference for a Bachelor's degree and 1 year of teller or 2 years of new accounts experience. #J-18808-Ljbffr Third-Coast-Bank
- ...Austin, TX, US Essential Functions: The position of Financial Service Representative (FSR) is responsible for providing... ...banks products and services. Opening and servicing new and existing bank customers accounts. The FSR will assist and support the Lobby Manager in...AccountsDaily paidFull timeWork at officeMonday to Friday
$45k
...Patient Financial Services Phone Representative Hiring Department: Dell Medical School Position... ...is responsible for managing patient accounts and ensuring accurate billing and... ...will be provided an option to upload a new Resume for subsequent applications. Any...AccountsFor contractorsWork at officeImmediate startRemote work- Robert Ndegwa - State Farm Agent in Austin, Texas, is seeking a Financial Services Representative to market financial products and educate customers. You will use your knowledge of financial services to assess customer needs and guide them toward suitable options. The...SuggestedFlexible hours
$19.25 per hour
...and more exclusive features. Member Services Officer- Teller / Personal Banker Job... ...individuals seeking assistance with financial matters by providing them with exceptional... ...with opening/closing basic types of accounts, including new memberships, checking, share...AccountsHourly payFull timeWork experience placement- A financial services agency in Austin is seeking a Financial Services Representative to help market financial products. You will consult with customers on financial planning and investment options while assisting in portfolio management. The ideal candidate has over 2...Suggested
- ...nationally recognized as an industry leader in financial services. That means we combine exceptional... .... # Facilitate and process account transactions accurately and efficiently... ...participate in morning huddles. # May open new accounts, as needed and with documented...AccountsWork at officeLocal areaDay shift
$17 - $19 per hour
...Overstaff Financial Services Representative World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest... ...mindset focused on quality, problem-solving, and openness to new ideas. Team-oriented approach willing to pitch in, learn,...Hourly payFull timeWork at officeLocal areaFlexible hoursWeekend workAfternoon shift- Financial Services Representative Fall Hiring Event Calling all New Grads, Recent Grads, and Career Changers -we're hiring! Jumpstart your career by attending our Virtual Hiring Event, where you’ll have the chance to learn about our Financial Services Representative role...Day shift
$27 - $31 per hour
...you will be helping us create an entirely new network for the world's money. For... ...looking for a highly motivated Assets Customer Service Specialist to join our team in Austin, Texas... ...situations, and uphold our commitment to financial empowerment for all. Key Responsibilities...Hourly payFull timeWork at officeRemote workVisa sponsorshipRelocation packageFlexible hoursWeekend workDay shiftAfternoon shift$26 - $30 per hour
Job Title: Wealth Advisor Services Associate Seniority Level: Associate... ...Manage the end-to-end account onboarding and offboarding process... ...and submission of new account documentation, Docusign... ...experience in wealth management, financial services, or a related operations...AccountsHourly payFull timeWork at officeLocal areaMonday to Friday$41.68k
...a ton about finances, loans, accounts and planning for your future.... ...know all about our products and services so you can help our members.... ..., teller duties, opening new accounts and deposit products... ...related sales experience, at a financial institution. Knowledge and...AccountsPart timeFlexible hours$15 per hour
...Your Opportunity Customer Service Representative (Bilingual) Speedy... ...in your community access the financial solutions they need—right when... ...training and a comprehensive new hire program. Access to a robust... ...campaigns. Assistin customer account management and collections by...AccountsHourly payFull timeTemporary workCasual workWork at officeLocal area- ...professional who thrives on keeping accounts accurate and vendors happy? We're looking for a Site Service Coordinator who will primarily... ...& maintain accurate financial records • Support month-end... ...flag coverage gaps • Support new vendor onboarding and paperwork...AccountsWork at office
- ...Vacuum Truck Route Driver (Vacuum Sales and Service Representative) to manage a route and... ...Generate / collect leads from customers for new products and services Sell additional products and services into existing accounts Actively prospect for new accounts in assigned...AccountsFull timeLocal area
- ...Access Services Representative 2 Here at Baylor Scott & White Health... ...benefits and collect patient financial responsibilities.... ...policies for existing or bad debt accounts. Establishes patient liability... ...others. Proactively accepts new responsibilities as...AccountsWork at officeImmediate start
- ...Job Description Job Description The Customer Service Representative at HomeTeam Pest Defense plays a key role in delivering... ...Offer information to prospective customers and initiate new service accounts Maintain positive customer relationships through effective...Accounts
$77k - $214k
...SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax... ...to business restructuring, adoption of new tax laws, and communicating local tax... ...skillsWhat You Must Have- Bachelor's Degree in Accounting or Taxation- At least 2 years of...Full timeH1bLocal area$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...Responsibilities Build relationships to create new clients via face-to-face and virtual... ...mutual trust, respect, feedback, and accountability. As an associate, you are required...AccountsWork at officeWork from homeHome officeFlexible hours$25 - $30 per hour
...investment and wealth management products and services.**About HUB Retirement & Private Wealth... ...:**We are a highly committed, diverse financial services organization serving hundreds... ...opportunity to help with a variety of accounts to best serve our clients. We encourage...AccountsHourly payFull timeWork experience placementWork at officeLocal areaFlexible hours3 days per week- ## Financial Relationship ConsultantApplylocations: Austin, TXtime type... ...* Uncover the needs of new and existing customers and refer... ...them to the relevant solutions, services, and experts available within... ...wire transfers, etc...* Open accounts for new walk-in; coordinate...AccountsWork at officeImmediate startDay shift
$87.4k - $123.4k
...the job poster from Empower As a Financial Planner within Empower’s dedicated services model, you will go beyond... ...guidance on topics such as managed accounts (My Total Retirement), rollovers,... ...Tuition assistance Get notified about new Financial Planner jobs in Austin,...AccountsFull time- ...Deadline: 10/31/2025 BOK Financial Corporation Group includes BOKF... ...responsible for making and servicing a wide variety of commercial... ...plan for potential customer accounts to identify and build relationships... ...; and actively identify new prospects and develop new loan...Accounts
$19.5 per hour
...Job Description Job Description Financial Services Consultant- Teller / Personal Banker (Part Time) Job Type: Part Time Exemption... ...and fraudulent transactions. Perform updates to members’ accounts (including but not limited to ownership changes, adding/removing...AccountsHourly payFull timePart timeWork experience placementWork at office$54.1k
...passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals... ...serving others and your eagerness to learn and grow. As a Financial Services Representative, you'll be the trusted voice on the...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...Division: Wealth Management Services | Work Days: Monday - Friday... ...relationships. Provide a full range of financial and banking services to best... ...activities, cultivating new clients, and delivering all... .... Ensure sound fiduciary account management, including fiduciary...AccountsMonday to Friday
$52.8k
...helping us “challenge the status quo” and transform the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll learn to educate clients about investment strategies,...Full timeShift workNight shift$36k
...Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community... ...throughout the US, and we continue to expand into new states each year! Our core values are at the heart of everything...Hourly payTemporary workWork at officeFlexible hours- ...advice tailored to suit their financial needs. As a Private Client... .... You will help acquire new clients by actively soliciting... ...receives the best products and services for their needs Partners with... ...options to access their accounts 24 hours a day/ 7 days a week...AccountsImmediate startAfternoon shift
$77.8k - $126.39k
.... and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles... ...(Baker Tilly) provide professional services through an alternative practice... ..., a worldwide network of independent accounting and business advisory firms in 141 territories...AccountsFull timeWork at officeLocal areaRemote workWorldwide- ...Join us! Explore opportunities at dnb.com/careers.The New Business Sales function is responsible for selling the Company’s products and services to new and/or existing clients and developing or expanding accounts primarily through telephone sales. Grow the revenue stream...AccountsFull timeWorldwideWeekend workAfternoon shift
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