Financial Consultant I: Member Banking & Notary
Cy-Fair Federal Credit Union
Cy-Fair Federal Credit Union in Houston, TX, seeks a Financial Consultant I to be the primary partner in members' financial journeys. The full-time role delivers high-quality service, identifies financial needs, assists with accounts, and informs members about products and services.
Key duties include opening accounts, cross-selling to meet CPM/SPM goals, conducting brief loan interviews, handling notary duties, and ensuring compliance with BSA/OFAC regulations.
#J-18808-LjbffrVacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant I: Member Banking & Notary in Houston, TX vacancy
- ...First Service Credit Union in Houston seeks a frontline associate to deliver superior member service, process transactions, and maintain accurate account data. You will handle deposits, withdrawals, transfers, and negotiables while ensuring all procedures meet security...Suggested
First Service Credit Union
Houston, TX2 days ago - ...Wellby Financial is seeking a part-time Teller in Houston, TX. You will handle deposits and withdrawals, educate members on services, and promote digital banking tools while delivering excellent service. The role supports branch coverage and requires accuracy, reliability...SuggestedHourly payPart timeShift work
Wellby Financial
Houston, TX4 days ago - ...Reinvention and we help the world's leading Financial Services organizations reinvent finance... ...faced by Finance executives in banking, insurance and capital markets, helping... ...analysis, or EPM implementation — in a consulting, professional services, or corporate finance...SuggestedFull timeLive inWork at officeLocal area
Accenture
Houston, TX1 day ago $150k - $350k
...DescriptionIt’s about helping others establish a financial foundation and build their dreams.Are... ...reflects our values and encourages team members to be the best they can be. In joining... ...0-year legacy of providing unparalleled banking services.Who you are: As a Wealth...SuggestedFull timeFrost Bank
Houston, TX5 days ago- ...Job Description Responsible for building & expanding member relationships by offering financial products and services ( Share, Share Draft, Share Certificates... ...REQUIREMENTS: Experience: Two years prior banking, or financial services, experience. Education: A high...Suggested
$154.2k - $328.4k
...drives and places innovative financial risk transfer solutions for Marsh... ...growth in the portfolio of bank clients within the Political... ...to client and client team members to gain new clients and projects... ...investments, and management consulting, advising clients in 130 countries...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekMarsh
Houston, TX2 days ago- ...solutions. Utilize objective and sound personal financial planning and financial advisory concepts... ...most challenging, sensitive and complex banking relationships.* Focuses on targeted... ...leadership team, local advisory board members, outside Certified Public Accountants (...Full timePart timeWork at officeLocal areaShift workDay shift
Truist
Houston, TX5 days ago - ...’s military families, you will focus on financial plans that are constantly evolving to pursue... ...plan that includes: Savings/banking Investments/wealth management Training... ...designed for veterans, transitioning service members and military spouses to start and grow a...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Houston, TX2 days ago - IntroductionSince 1973, East West Bank has served as a pathway to success. With over 11... ...across the U.S. and Asia, we are the premier financial bridge between the East and West. Our... ...professionals help guide businesses and community members on both sides of the Pacific looking to...Full timeWork at office
East West Bank
Houston, TX5 days ago - ...people’s success — today and tomorrow.While we are rooted in core financial products, we are differentiated by our approach. Our bankers... ...and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’...Work at officeImmediate startDay shift
Texas Capital Bank
Houston, TX1 day ago $169.6k - $254.4k
...life and business which have significant financial implications. Serve as a trusted advisor... ...long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding... ...of the Citi Private Bank. Help team members acquire the experience necessary to...Full timeCiti
Houston, TX4 days ago- ...reflects our values and encourages team members to be the best they can be. In joining our... ...0-year legacy of providing unparalleled banking services.Who you are:As a Personal... ...and guidance and help people along their financial journeyAlways take action using Integrity...Monday to Friday
Frost Bank
Houston, TX1 day ago - ...in Northwest and Southwest Houston to assist credit union members with various financial transactions in a personable, professional manner. The... ...of People Helping People. We combine innovative digital banking solutions with personalized service, providing our members...Temporary workFlexible hours
First Community Credit Union (TX)
Houston, TX5 days ago - ...focused role, you will support customers' everyday banking needs through in-branch interactions,... ...self-service options, or the appropriate team member.Build relationships, actively listen to understand everyday financial needs, and connect customers to relevant information...Part timeWork experience placement
Wells Fargo
Houston, TX4 days ago $260k - $365k
...clients on sophisticated financing deals, ensuring compliance and best practices. Collaborate with partners and other team members in the Banking & Finance practice group to manage large, complex transactions. Qualifications Education: J.D. from a top-tier law...Work at officeDirect Counsel
Houston, TX14 days ago- ...power of technology to make financial functions easier, and now you... ...modernizing their finance functions by consulting with internal and external... ...with clients.Be a good team member and partner with cross-... ...of the following industries: Banking, Insurance, Consumer Goods &...Live inWork at officeLocal area
Accenture
Houston, TX4 days ago - ...Areas of Interest: Consumer Banking; Consumer Banker; Consumer... ...Deadline: 10/25/2026 BOK Financial Corporation Group includes BOKF... ...relationships through consultative conversations, solution-based... ...state footprint ~5,000 team members ~$53.2 billion in assets*...Local area
BOK Financial
Houston, TX3 days ago $20 - $21 per hour
Job Title: Financial Solutions Representative I Job Type: Full-Time Department Hours: Monday... ...and inclusive workplace where team members are empowered to be their authentic selves... ...eligibility, account transactions, online banking support and account maintenance requests...Hourly payFull timeMonday to Friday- ...Wellby Financial in the Houston area is seeking a part-time Teller to perform member banking transactions, educate members on services, and promote banking products. This role requires accuracy in cash handling and a commitment to excellent member service. You will...Part time
JSC Federal Credit Union
Houston, TX5 days ago - ...Make banking a Fifth Third better® We connect great people to great opportunities... .... The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively... ...as well as working as a member of the platform staff. Responsible...Work experience placementWork at office
Fifth Third
Houston, TX4 days ago - ...Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more... ...recognized as an industry leader in financial services. That means we combine exceptional... ...believe in providing our dedicated team members with the best resources to support their...Work at officeLocal area
Bank OZK
Houston, TX1 day ago - ...The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to... ...deliver the comprehensive resources of the bank. 6. Coordinate and lead the WRAP process... ...individuals and wealth families. 9. Has strong consultative and client management skills with the...Full timePart timePrivate practiceWork at officeLocal areaShift workDay shift
Truist
Houston, TX12 hours ago - ...achieving sales goals and supporting banking center staff as needed.Duties... ...customers to help identify financial products and services that... ...work effectively as a team member and with customers.Strong... ...personalityMust have a current Notary or be willing to become one (...Bank staffLocal areaMonday to FridayShift workWeekend work
MidFirst Bank
Houston, TX1 day ago - ...Citi Private Bank | UHNW Private Banker The Banker SAFE Act is a strategic professional... ...life and business which have significant financial implications. Serve as a trusted... ...interests of the Citi Private Bank. Help team members acquire the experience necessary to...
- ...Fifth Third Bank Career Opportunity Make banking a Fifth Third better... .... The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify... ...as well as working as a member of the platform staff. Responsible...Work experience placementWork at office
$23 - $25 per hour
...Senior Relationship Banker at East West Bank means you are part of a world-class team... ...customers actively assessing clients' financial information to recommend, present, and sell... ...skills, engaging and partnering with team members, communicating effectively with clients,...- ...SummaryThe Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer...Work at officeShift work
Wellby Financial
Houston, TX9 hours ago - ...build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations... ..., and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for...Work experience placementFlexible hours
$20 - $21 per hour
Introduction Since 1973, East West Bank has served as a pathway to... ...and Asia, we are the premier financial bridge between the East and... ...businesses and community members on both sides of the Pacific... ...knowledge of branch operations Consultative relationship sales role in a...- ...responsible for supporting customers with routine banking needs by opening accounts, processing... ...skills to resolve and or identify financial solutions for new and existing... ...in and notify your supervisor or another member of management if you are going to be either...Bank staffWork at officeRemote workWork from homeTrial periodMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant I: Member Banking & Notary. Be the first to apply!
Related searches
- associate corporate finance Houston, TX
- senior financial advisor Houston, TX
- financial advisor no experience Houston, TX
- oracle financial functional consultant Houston, TX
- estate planning consultant Houston, TX
- entry level financial advisor Houston, TX
- project finance associate Houston, TX
- financial counselor Houston, TX
- financial advisor associate Houston, TX
- senior wealth advisor Houston, TX