Dallas Financial Services Representative (Full-Time)
MCI
Financial Services Representative (Full-Time)
We are hiring customer service representative to support inbound and outbound customer service projects for Financial Services clients. We are seeking qualified professionals who will work to ensure our organization is providing world class service to our members, employees, and our communities.
In this role you will work directly with bank customers providing product and account information, resolving customer issues, and answering customer questions regarding bank processes. Candidates should have excellent communication skills, willing to learn on the job, and be highly reliable.
To be considered for this position, you must complete a full application on our company careers page, including screening questions and a brief pre-employment test.
Position Responsibilities
What Does Someone in This Role Actually Do?
This position supports customer service for bank customers. This role requires you to interact with hundreds of customers each week across the country to resolve support issues and ensure a best-in-class customer experience. You will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day.
Essential Duties
- Handle inbound customer calls in a courteous, timely, and professional manner - including email and live chat
- Listen to customers, understand their needs, and resolve customer issues
- Escalate customer issues to the appropriate staff and managerial for resolution as needed
- Ensure first call resolution through problems solving and effective call handling
- Follow the processes of the Client program and perform all tasks in a courteous and professional manner
- Utilize knowledge base and training to accurately answer customer questions
- Create and maintain customer CRM records with accurate call details
- Accurately document call resolution in appropriate systems
- Strictly follow client process for handling financial issues and inquiries
- Comply with requirements surrounding confidential information and personal information
- Follow all required scripts, policies, and procedures
- Adhere to all attendance and work schedule requirements including all scheduled training
Candidate Qualifications
Wonder If You Are a Good Fit?
We provide all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. This position relies on building relationships and turning the knowledge you gain in training into customer wins. Ideal candidates for this position are highly motivated, energetic, and dedicated.
Qualifications
- Must be 18 years of age or older
- High school diploma or equivalent
- Excellent organizational, written, and oral communication skills
- The ability to type swiftly and accurately (20+ words a minute)
- Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
- Basic understanding of Windows operating system
- Highly reliable with the ability to maintain regular attendance and punctuality
- The ability to evaluate, troubleshoot, and follow-up on customer issues
- An aptitude for conflict resolution, problem-solving, and negotiation
- Must be customer service oriented (empathetic, responsive, patient, and conscientious)
- Ability to multi-task, stay focused, and self-manage
- Strong team orientation and customer focus
- The ability to thrive in a fast-paced environment where change and ambiguity prevalent
- Excellent interpersonal skills and the ability to build relationships with your team and customers
Preferred (Not Required)
- One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment
- State or Federal work experience
Conditions of Employment
All MCI Locations
- Must be authorized to work in the country where the job is based.
Subject to the program and location of the position
- Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results.
- Must be willing to submit to drug screening. Job offers are contingent on drug screening results.
Compensation Details
Want an Employer That Values Your Contribution?
At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members.
What You Can Expect from MCI:
We understand the importance of balance and support, which is why we offer a variety of benefits and incentives that go beyond a paycheck. Our team members enjoy:
- Paid Time Off: Earn PTO and paid holidays to take the time you need.
- Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations and sometimes even cars!
- Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location.
- Retirement Savings: Secure your future with retirement savings programs, where available.
- Disability Insurance: Short-term disability coverage is available to help protect you during unexpected challenges.
- Life Insurance: Access life insurance options to safeguard your loved ones.
- Supplemental Insurance: Accident and critical illness insurance
- Career Growth: With a focus on internal promotions, employees enjoy significant advancement opportunities.
- Paid Training: Learn new skills while earning a paycheck.
- Fun, Engaging Work Environment: Enjoy a team-oriented culture that fosters collaboration and engagement.
- Casual Dress Code: Be comfortable while you work.
Compensation & Benefits that Fit Your Life
MCI takes pride in tailoring our offerings to fit the needs of our diverse team across subsidiaries and locations. While specific benefits and incentives may vary by geography, the core of our commitment remains the same: rewarding effort, providing growth opportunities, and creating an environment where every employee feels valued.
If you're ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today!
Physical Requirements
This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds.
Reasonable Accommodation
Consistent with the Americans with Disabilities Act (ADA), it is the policy of MCI and its affiliates to provide reasonable accommodations when requested by a qualified applicant or employee with a disability unless such accommodations would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodations are needed, please contact Human Resources.
Diversity and Equality
At MCI and its subsidiaries, we embrace differences and believe diversity benefits our employees, company, customers, and community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, where employees are treated with dignity and respect. All employees are responsible for fulfilling MCI's commitment to a diverse and equal-opportunity work environment.
MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider qualified applicants with criminal histories for employment in a manner consistent with local and federal requirements.
MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline.
MCI- ...include the following:Develops customer financial profiles to determine suitability of... ...or sale of securities, financial services, insurance and investment plans, based... ...If interested, please click the appropriate apply button.SummaryLocation: Dallas, TXType: Full timeFull timeLocal area
- ...common purpose to help make financial lives better through... ...shaped by military service, community college education... ...in managing time and capacityExperience... ...Week: 40SummaryLocation: Dallas; Dallas; Duncanville; Dallas... ...; Mesquite; Mesquite; Dallas; DallasType: Full timeFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- A financial services company is seeking a full-time Financial Advisor based in Dallas, TX. The role involves working closely with clients to understand their financial goals and crafting tailored solutions to enhance their financial security. Responsibilities include developing...Full time
- ...Financial Services Representative Supporting Commercial And Public Sector Clients We are looking for bilingual... ...this position, you must complete a full application on our company careers... ...inbound customer calls in a courteous, timely, and professional manner - including...Full timeWork at office
- ...Customer Service Representative Supporting Commercial And Public Sector Clients... ...customer calls in a courteous, timely, and professional manner -... ...client process for handling financial issues and inquiries... ...even cars! Health benefits: full-time employees are eligible...Full timeTemporary workCasual workWork at office
- ...DetailsLevel: EntryJob Location: Dallas - Dallas, TX 75254Position Type: Full TimeDallas - In office About 49 Financial At 49 Financial, we’re... ...of leaders in the financial services industry. As a comprehensive... .../AD&D coverage for all full‑time employees at no cost (with options...Full timeTemporary workWork at officeLocal areaFlexible hours
$96.88k - $127.15k
...company built around a full stack technology platform... ...Finance supports financial planning, analytics, and... ...candidates who reside in: Dallas, TX. You will be fully... ...to work may adapt over time. Future models could potentially... ...Insurance or Financial Services 2+ years of experience...Full timeWork experience placementWork at officeRemote work$24.03 - $26.44 per hour
**Virtual Financial Advisor - Hybrid****Dallas, Texas****Bring your skills to a deeply purposeful... ...is more than a financial services company - we’re a... ...reimbursement.* Four weeks of paid time off, plus up to 20 hours... ...wage range for this full-time role is $18.86 - $25....Full timeHourly payWork at officeLocal areaRemote work3 days per week$13.1 - $17.25 per hour
POSITION OVERVIEW CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC... ...calls in a courteous, timely, and professional manner - including... ...client process for handling financial issues and inquiries Comply... ...cars! Health Benefits: Full‑time employees are eligible...Full timeContract workTemporary workCasual workWork at officeLocal areaMonday to FridayFlexible hoursShift workWeekend work2 days per weekWeekday work$260k - $365k
...Job Description Senior Financial Regulatory &... ...Associate Direct Counsel is representing a leading AmLaw 100 firm... ...7+ years of financial services regulatory and... ...| Washington, D.C. | Dallas, TX | Chicago, IL | San... ...Phoenix, AZ Onsite | Full-Time Compensation $260,0...Full time- Full Time in Irving - TX Benefits 401(k) matching Bonus based on performance Free food & snacks Health insurance Opportunity... ...salary Training & development ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - State...Full timeHourly payFor contractorsWork at office
- ...to becoming a trusted financial partner across the South... ...portfolio Manages full-service banking relationships... ...reputation in the marketplace Represents the Bank, actively... ...to conclusion on time. Proven success in problem... ...Work Location: 16000 Dallas Pkwy., Ste. 125 Dallas...Full timeBank staffLocal areaRemote workHome office
- ...a global law firm, currently has an exciting full-time employment opportunity for a 2nd – 4th year associate in the Corporate Finance group of our Dallas, TX office. The ideal candidate should have experience representing administrative agents, lenders and borrowers in...Full timeWork at office
- ...Job Description Job Description Corporate Finance Associate (2–4 Years) – Dallas, TX | Onsite Company: Direct Counsel represents a reputable law firm Job Type: Full-Time | Onsite Overview Direct Counsel is seeking a Corporate Finance Associate to join...Full time
- ...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid... ...: Build a sustainable income stream over time Training & Support * Comprehensive... ...launchpad into a long-term career in financial services. With consistent effort and development,...Full timeImmediate startRemote workFlexible hours
- ...firm, currently has an exciting full‑time employment opportunity for a... ...Finance group of our Dallas, TX office. The ideal candidate should have experience representing administrative agents, lenders... ...of being recognized for the service we provide. If you need a reasonable...Full timeWork at office
$85k - $125k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio... ...worldwide, across a wide range of services, including the Transaction... ...range for this role at the time of posting is: $85,000-$12... .... #LI-113773SummaryLocation: New York, NY, USA; Dallas, TX, USAType: Full timeFull timeWork at officeWorldwide$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn...Full timeInternshipLocal areaFlexible hours$24.5 per hour
...credit union in Texas! Job Type Full-time We're Texans Credit Union - a $2.4 billion financial institution that is member-owned and operated in the Dallas metro area. We are looking for... ...currently seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our...Full time$16 - $17.5 per hour
...award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy... ...award, helps customers meet their financial needs and unlock their financial good.... ...energetic team looking for a Financial Services Representative to guide customers on their financial...Hourly payWork at officeLocal areaShift work$100k
Texas Financial Advisors provides the ability to create... ...track their progress over time Provide ongoing... ...consultative selling, client service, and regulatory... ...level Employment type Full‑time Job function Finance... ...Financial Advisor jobs in Dallas, TX . #J-18808-Ljbffr...Full timePermanent employmentWork at officeLocal area- ...Opportunity for advancement ~ Paid time off ~ Training &... ...Opportunity Are you an experienced financial services professional who enjoys... ...consultative Financial Services Representative to join a well-established agency serving the Dallas community. This opportunity...
- ...Responsive Recruiter As a Financial Services Representative State Farm Agent Team... ...bonuses Paid training and full sponsorship for Series 6, 6... ...and 65 licensing exams Paid time off vacation, personal days... ...office is located in Uptown Dallas. Our office is open 8:30...Base plus commissionFor contractorsWork at office
- ...75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern... ...career! Job Summary Representative II, PFS HB Technical Denials... ...Business Office or Patient Financial Services experience. Experience... ...available day one at no cost for full‑time employee‑only coverage 100...Full timeWork at officeWork from homeRelocationMonday to FridayFlexible hoursShift work
- Hunton Andrews Kurth LLP in Dallas seeks a full-time, partnership-track mid-level associate with 3-6 years of sophisticated commercial real estate... ...to join our Real Estate practice. The candidate will represent borrowers and/or lenders in financing transactions, and handle...Full time
- ...invests in the spiritual, relational, financial, physical and professional... ...department by providing strategies and services in a manner that increases the perceived... ...Southern Baptist Church strongly preferred.#LI-HM1#LI-HybridSummaryLocation: Dallas, TXType: Full timeFull timeWork experience placementFlexible hours
$69.8k - $132k
...provider of professional services to the middle... ...to realize their full potential. Our... ...hospitality accounting and financial operations... ...Indian gaming.Provide timely, high quality... ...associates) for this role represents numerous factors... ...; Los Angeles; Dallas; New York; Boston;...Full timeWork experience placementInternshipLocal areaFlexible hours- ...Infrastructure and Real Asset Finance Group in Dallas. This is a unique opportunity to... ...:Conduct comprehensive credit analysis, financial modeling, and monitoring for infrastructure... ...finance, or a related financial services field is a bonus. Advanced financial modeling...
$45k - $65k
...Customer Service Representative - State Farm Agent Team Member Full Time in Dallas, TX Replies within 24 hours Position Overview Are you outgoing and customer-focused... ...Farm agents market only State Farm insurance and financial service products. Responsibilities Establish...Full timeHourly payFor contractorsFlexible hours$100k - $115k
...fastest-growing RIAs, we’re seeking a Sr Financial Planning Associate to join their expanding team in Dallas, TX (other locations considered... ...level Associate Employment type Full-time Job function Finance Industries: Financial Services and Investment Management #J-18808-...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Dallas Financial Services Representative (Full-Time). Be the first to apply!
- financial advisor part time Dallas, TX
- finance associate Dallas, TX
- financial counselor Dallas, TX
- associate corporate finance Dallas, TX
- private wealth advisor Dallas, TX
- financial consultant Dallas, TX
- estate planning consultant Dallas, TX
- financial planning assistant Dallas, TX
- wealth advisor associate Dallas, TX
- financial planner Dallas, TX



