Financial Service Representative
$17.25 - $24.25 per hourAttain Finance
Join Heights FinanceIf you're seeking more than just a job, join Heights Finance and kickstart your career!Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to better serve our customers.Be part of a dynamic team that is shaping the future of consumer finance. Apply today!Stories of Success"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 – Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."~ Ashley S., District Manager - Alabama"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."~ Jessica W., Operations Trainer - United StatesResponsibilitiesAs a Bilingual (Spanish) Financial Service Representative, you'll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it's a chance to grow your career, make a difference, and be rewarded for your success.If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.QualificationsWe're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.Sales Mindset: Confidence in promoting products and services that meet customer needs.Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.Adaptability: Willingness to learn new systems and processes in a dynamic environment.Team Player: A collaborative spirit with a desire to contribute to team success.Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we'll train the right candidate!Work Location: 12710 Research Blvd. Ste 310 Austin, TX 78759Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasonsHourly: $17.25 - $24.25The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.This employer participates in E-Verify for US-based hires.#LI-Onsite#HeightsFinance#HFCLPKey Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, CollectionsEEO StatementAttain Finance Supports Equal Employment Opportunity. Attain Finance (dba Cash Money®, LendDirect®, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @heightsfinance.com, @lenddirect.com, and @cashmoney.ca
- ...development means you'll get the tools you need to make a positive difference in the finance industry. As a Licensed Financial Client Service Representative, you will service international (non-US residents) and domestic clients with all a full range of service and...SuggestedFlexible hoursNight shiftAfternoon shiftEarly shift
$54.1k
...helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals... ...others and your eagerness to learn and grow. As a Financial Services Representative, you'll be the trusted voice on the other end of the line...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$15 - $17 per hour
...Overstaff Financial Services Representative The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering...SuggestedHourly payFull timeWork at officeWeekend workAfternoon shift$17 - $20 per hour
...Job Description Job Description The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling...SuggestedHourly payWork at officeLocal areaShift work- ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Financial Service Representative - Part time Retail Banking Part Time Staff Nixon, TX, US Essential Functions: The position of Financial Service...SuggestedDaily paidPart timeBank staffWork at officeMonday to Friday
- ...your development means you’ll get the tools you need to make a positive difference in the finance industry. As a Financial Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading...Flexible hoursNight shiftAfternoon shiftEarly shift
$54.1k
Financial Services Representative (Westlake, TX) At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s service team...Full timeShift workNight shift- ...hiring! Jumpstart your career by attending our Virtual Hiring Event, where you’ll have the chance to learn about our Financial Services Representative role, build connections with current Schwabbies, and be invited to interview with one of our Talent Advisors. If you’...Day shift
- Charles Schwab is hosting a Financial Services Representative Fall Hiring Event for New Grads, Recent Grads, and Career Changers. You’ll learn about the role, meet Schwabbies, and be invited to interview with our Talent Advisors. In this role you’ll educate clients about...
$27 - $31 per hour
Financial Services Representative, Assets (Requires FINRA Series 7) Full-time Compensation: USD 27 - USD 31 - hourly Wise is a global technology company, building the best way to move and manage the world’s money. Min fees. Max ease. Full speed. Whether people and businesses...Hourly payFull timeWork at officeRemote workVisa sponsorshipRelocation packageFlexible hoursWeekend workDay shiftAfternoon shift$54.1k
...helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals... ...others and your eagerness to learn and grow. As a Financial Services Representative, you'll be the trusted voice on the other end of the line...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- Patient Financial Services Representative The Patient Financial Services Rep will take inbound and outbound calls regarding payments and complaints and answer questions per patient. The Patient Financial Services Rep will coordinate payment arrangements, address concerns...Local area
$55k - $80k
...Bonus based on performance Free food & snacks Health insurance Paid time off Vision insurance ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Yan Yan Tung - State Farm Agent, you will successfully market the financial...Full time- ...~ Health insurance ~ Paid time off ~ Training & development ~ Vision insurance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Yan Yan Tung - State Farm Agent, you will successfully market the financial products...
- ...The Lonergan Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This... ...communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been...Work at officeLocal areaWork from homeFlexible hours
$20 per hour
...health systems and medical groups improve financial performance, simplify administrative... .... Job Description Financial Counseling Representative On-site | Austin, TX | Ascension Dell Seton... ...cycle teams. Balance compassionate service, accuracy, and productivity in a fast-paced...Hourly payFull timeMonday to Friday- A fraternal financial services organization in Round Rock is seeking a Regional Recruiter to provide financial guidance and create tailored financial plans for members. Candidates should show integrity, leadership skills, and a passion for helping others. Benefits include...Full time
- Financial Professional/Registered Representative/Agent Full-time New York Life is among the strongest and most respected financial companies in America today... ...(A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New...Full timeFixed term contract
- ...Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals and...Permanent employmentTemporary work
$36k - $75k
...self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...TraineeshipLocal areaHome office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals...Full timeLocal area
- World Finance is seeking a Financial Services Representative in Austin, TX. This full-time role focuses on driving loan sales, outreach for collections and tax services, and delivering high-quality customer support in a busy, phone-driven environment. You will manage delinquent...Full time
- Charles Schwab Corporation in Austin, TX, is hiring a Financial Client Services Representative to assist domestic and international clients with trading and account servicing. You will handle inquiries related to stocks, ETFs, mutual funds, and options, and provide support...Remote job
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- ...Workplace USA for six years, provides personal loans, tax services and credit-building solutions with over 1,000 branches... ...comprehensive benefits and a focus on work-life balance. The Financial Services Representative position emphasizes customer outreach, sales of loan...Full time
$90k - $122k
Job DescriptionSenior Financial Analyst, FP&A - Revenue & Commissions About Acrisure A global fintech leader, Acrisure empowers millions... ..., reinsurance, payroll, benefits, cybersecurity, mortgage services - and more. In the last twelve years, Acrisure has grown in revenue...Full timeWork at officeImmediate startFlexible hours- ...PURPOSE Prepares estimates for medical services prior to treatment, educates patients... ...provided. Educates patients on their financial responsibilities. Mails a formal copy... ...external customers. ie. Patients, Insurance Representatives. Asks appropriate verification...Work at officeMonday to FridayFlexible hoursShift work
- ...Senior Financial Advisor – Austin, TXFinTrust Connect has partnered with a well-capitalized regional banking institution to identify top... ...initiativesCollaborate with portfolio management, financial planning, and client service teams to ensure a high-quality client experienceMaintain...
- ...growth.Essential duties include the following:Develops customer financial profiles to determine suitability of investment products based... ...and existing on the purchase or sale of securities, financial services, insurance and investment plans, based on specific customer...Full timeLocal area
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