Virtual Personal Finance Advisor
Community-Resource-Credit-Union
Community-Resource-Credit-Union is seeking a Virtual Personal Financial Officer to operate onsite in Baytown, TX. This full-time position focuses on delivering exceptional member sales and service, processing loan applications, and opening new accounts while meeting defined performance metrics. The role requires assessing member needs and recommending appropriate deposits, loans, investments, and other products, with a strong emphasis on cross-selling and regulatory compliance. #J-18808-Ljbffr Community-Resource-Credit-Union
$22.72 - $28.41 per hour
...for an accommodation or an alternative application process. Virtual Personal Financial Officer (Onsite-Baytown, Tx) Full Time Baytown, TX,... ...an exceptional level of member sales & service, serves as an advisor both to internal and external members via phone, email, fax,...VirtualPersonalHourly payFull timeWork at officeLocal area$750 - $2,250 per month
...and gain valuable experience in municipal finance, budgeting, and financial reporting. If... ...and Dependent Care expenses. FREE virtual visits. Dental: Cigna Dental PPO & DHMO,... ...Holiday Leave: 10 holidays per year and one personal employee day per year. 15 days sick leave...VirtualPersonalWeekly payTemporary workLive outFlexible hours- ...communication skills, both verbal and written.Good presentation skills.Virtual team skills and cross divisional relationships are developed... ...CultureWe work to create an environment founded on trust, personal integrity, and a “team mentality” so that each person understands...VirtualPersonal
$75k - $200k
...behavior crosses a threshold, you receive a real-time alert. The person you're calling isn't a cold name. They're someone who's... ...for converting strangers, not just referrals. A national virtual coaching platform provides structured curriculum on lead conversion...VirtualPersonalFull timeWorldwideMonday to FridayWeekend work$750 - $2,250 per month
...Spending Accounts: Healthcare and Dependent Care expenses ~ FREE virtual visits Dental Cigna Dental PPO & DHMO Effective... ..., Vacation, & Holiday Leave ~10 holidays per year and one personal employee day per year ~15 days sick leave per year ~ Starting...VirtualPersonalWeekly payTemporary workLive outFlexible hours$33.8 - $41.8 per hour
...resolving customer issues to support the Well Experience locations. In virtual environments, conducts virtual product review by following... ...recognizes progress, and fosters a shared vision. Training & Personal Development Maintains current knowledge and skills related to...VirtualPersonalHourly payInternshipLocal areaShift work- ...communication skills, both verbal and written.* Good presentation skills.* Virtual team skills and cross divisional relationships are highly... ...CultureWe work to create an environment founded on trust, personal integrity, and a “team mentality” so that each person...VirtualPersonalFull time
- ...Quality. You will use appropriate safety measures, including personal protective equipment. Working under the supervision of a Charge... ...Vision * Voluntary benefits * 401k with employer match * Virtual Care * Life Insurance * Voluntary Benefits * PTO...VirtualPersonalFull timePart time
$19.78 - $24.73 per hour
...Spending Accounts: Healthcare and Dependent Care expenses ~ FREE virtual visits Dental Cigna Dental PPO & DHMO Effective... ..., Vacation, & Holiday Leave ~10 holidays per year and one personal employee day per year ~15 days sick leave per year ~ Starting...VirtualPersonalHourly payWeekly payFull timeTemporary workLive outLocal areaFlexible hours$45.99k - $57.49k
...operations Knowledge, Skills and Abilities The person holding this position must be able to exercise good judgment, to... ...Accounts: Healthcare and Dependent Care expenses ~ FREE virtual visits Dental Cigna Dental PPO & DHMO Effective the...VirtualPersonalWeekly payFull timeTemporary workLive outWork at officeFlexible hours$750 - $2,250 per month
...Spending Accounts: Healthcare and Dependent Care expenses ~ FREE virtual visits Dental Cigna Dental PPO & DHMO Effective the... ...performance Generous Paid Sick, Vacation, & Holiday Leave ~10 holidays per year and one personal employee day City of BaytownVirtualPersonalWeekly payTemporary workLive outFlexible hoursDay shift$31.75 - $35.25 per hour
...to 2 weeks paid time off your first year 7 paid holidays and 2 personal days each year Comprehensive Benefit Package, including: 3 Health... ...planning, employee assistance program, life insurance, virtual physical therapy assistance, and caregiving support What You Will...VirtualPersonalHourly payWeekly payFull timeTemporary workImmediate startShift work$28 - $31.5 per hour
...to 2 weeks paid time off your first year7 paid holidays and 2 personal days each yearComprehensive Benefit Package, including:3 Health... ...financial planning, employee assistance program, life insurance, virtual physical therapy assistance, and caregiving supportIf you are...VirtualPersonalHourly payFull timeShift workWeekend work- ...individuals who thrive in environments where collaboration is key but personal achievement is equally celebrated. If you're the type of person... ...your sales metrics and activity daily We Offer: Virtual classroom training as well as hands-on sales training in your...VirtualPersonalWeekly payWork experience placementLocal area
$17 per hour
...2 weeks paid time off your first year ~7 paid holidays and 2 personal days each year ~ Comprehensive benefit package, including:... ...financial planning, employee assistance program, life insurance, virtual physical therapy assistance, and caregiving support If you...VirtualPersonalHourly payWeekly payFull timeTemporary workImmediate startShift workAfternoon shift$16 per hour
...2 weeks paid time off your first year ~7 paid holidays and 2 personal days each year ~ Comprehensive Benefit Package, including:... ...financial planning, employee assistance program, life insurance, virtual physical therapy assistance, and caregiving support If you...VirtualPersonalHourly payWeekly payFull timeTemporary workImmediate startShift workAfternoon shift- ...committed to protecting and properly handling your private and personal information. The definition of "personal information" will differ... ...using the Technology. The information will be used to conduct virtual events conducted by FCA, which events involve communication...VirtualPersonalInternshipWork at office
- ...Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm... ...your sales metrics and activity daily We Offer: Virtual classroom training as well as hands-on sales training in your own...VirtualPersonalWeekly payFull timeWork experience placementLocal areaImmediate start
- ...Personal BankerIt's fun to work in a company where people truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.Position SummaryThe Personal Banker is responsible for providing support and coverage to branch banking...PersonalHourly payFull timeWork at officeShift work
$120k
...generating exclusive client requests for our advisors. We are the only organization in the... ...are interested in what we offer will personally respond through an online link, scanning... ...requesting us to contact them and set a virtual appointment over zoom to review their options...VirtualPersonalPermanent employmentFull timeContract workPart timeFor contractorsRemote work$33 - $36.5 per hour
...weeks paid time off in the first year. 7 paid holidays and 2 personal days each year. 3 Health Plans. 2 Dental Plans. 2 Vision Plans... ...planning, employee assistance program, life insurance, virtual physical therapy assistance, and caregiving support. Weekly Friday...VirtualPersonalHourly payWeekly payTemporary workImmediate startShift work- ...10:00am-6:30pm Compile and maintain records of physical and virtual product inventories via daily activities of cycle counting, claims... ...37 Celsius in dry storage sites while wearing company provided personal protective equipment and freezer gear Must be able to lift a...VirtualPersonalWork at officeLocal areaMonday to FridayFlexible hours
- JSC Federal Credit Union in Seabrook, Texas is looking for a Personal Banker to provide exceptional service and support to members. This role focuses on building and maintaining relationships, assisting with account management, and recommending financial products. The...PersonalFull timeFlexible hours
$1,848 per week
...you want ~ World-class support with a dedicated recruiter who’s with you every step ~ Career flexibility through travel, local, virtual, and PRN opportunities ~ Unlimited $1,000 referral bonuses ~ Licensure/certification reimbursement ~ Day-one medical, dental,...VirtualFull timeContract workReliefLocal areaImmediate startShift work- ...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch... ...products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service...PersonalWork experience placementFlexible hours
- ...support withdraws.Accepts deposits, confirming the accuracy of transactions.Prepares, verifies, and issues cashiers' checks, bank, and personal money orders, etc.Enters transactions in the bank's recordkeeping system, recording all transactions and producing member receipts...PersonalHourly payFull timeContract workWork at officeShift work
$35 per hour
...QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states. Since our founding in 2019, we've helped... ...provides support) Experience in telehealth or high-volume in-person practice Ability to work at least 15 hours weekly , across...VirtualFor contractorsWork at office- ...withdraws. Accepts deposits, confirming the accuracy of transactions. Prepares, verifies, and issues cashiers’ checks, bank, and personal money orders, etc. Enters transactions in the bank’s recordkeeping system, recording all transactions and producing member receipts...PersonalHourly payFull timeContract workWork at officeShift work
- ...bonuses and other incentives. Modern Woodmen is an equal opportunity employer. Seniority level Associate Employment type Full-time Job function Finance, Business Development, and Sales Industries Financial Services, Insurance, and Investment Management #J-18808-Ljbffr...Full timeLocal area
- ...territory as you see fit, developing strategies that align with your personal strengths and unique approach. We're seeking self-motivated... ...Submit your sales metrics and activity daily We Offer: Virtual classroom training as well as hands-on sales training in your own...VirtualPersonalWeekly payWork experience placementLocal area
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