63 financial services representative jobs at 38 companies in Dallas, TX
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Financial Services Representative
Grand Prairie, Texas, United States
$15-$16/hr OnsiteFull Time
Provide customer service, process and close loan applications, handle payments and daily deposits, maintain cash drawer, and perform basic computer tasks; valid driver’s license and reliable transportation required.
5d
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Financial Services Representative
Reading or Dallas or United States or Canada
OnsiteFull Time
Bachelor's degree preferred or equivalent experience; requires communication, organization, outbound outreach, customer engagement, Microsoft Office and CRM/business systems proficiency, analytical and decision-making skills.
Microsoft Office, CRM
2mo
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Financial Services Representative - State Farm Agent Team Member
Fort Worth, Texas, United States
OnsiteFull Time
3+ YOE3+ years in financial services; consult clients on financial planning, portfolio management, and product recommendations; maintain regulatory compliance. FINRA Series 7 and 63 preferred; strong analytical and communication skills.
1mo
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Financial Services Representative - State Farm Agent Team Member
Dallas, Texas, United States
$55k-$80k/yr OnsiteFull Time
3+ YOE3+ years in financial services/banking/insurance, consultative sales skills, strong communication and analytical ability; FINRA Series 7 and 63 preferred.
5d
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Consumer Investments - Financial Services Representative I (Fort Worth, TX)
Fort Worth, Texas, United States
OnsiteFull Time
High school diploma or equivalent required. Requires strong computer application skills including Microsoft Office, communication, critical thinking, time management, customer focus, and willingness to build a financial services career.
Microsoft Office
1w
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Financial Services Representative, College Graduate - Dallas, TX
Dallas, Texas, United States
HybridFull Time
Customer service experience, enthusiasm for helping people, self-motivation, adaptability, strong interpersonal skills, attention to detail, and willingness to complete sponsored FINRA licensing exams.
FINRA
1w
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Financial Sales Representative - Allen
Allen, Texas, United States
$20-$25/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; one year of financial institution sales and service experience with cash handling; one year of goal-oriented sales experience; ability to obtain MLO certification.
Nationwide Mortgage Licensing System & Registry (NMLS)
1mo
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Financial Services Rep - Member Information Center
Bedford, Texas, United States
HybridFull Time
1+ YOEMinimum 1 year financial institution experience, strong customer service and telephone skills, familiarity with Windows and browser-based applications, ability to sit for long periods and communicate professionally.
XP2, Meridian Link, Windows, E-Verify
2mo
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Financial Services Rep.
Fort Worth, Texas, United States
$14-$27/hr OnsiteFull Time
0.08+ YOEHigh school/GED, minimum one month related experience (banking preferred), cash handling and lending support, ability to lift 50 lbs, strong communication, and ability to obtain multiple security clearances.
PC, copier, scanner, fax
4d
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Consumer Investments - Financial Services Representative I (Fort Worth, TX)
Fort Worth, Texas, United States
OnsiteFull Time
High school diploma or equivalent required. Requires strong computer application skills, including Microsoft Office, effective communication, client service, critical thinking, adaptability, and time management. Bachelor's degree or 1+ year performance-based experience preferred.
Microsoft Office
2mo
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Patient Financial Representative Senior - Financial Services
Irving, Texas, United States
OnsiteFull Time
3+ YOEPerforms revenue cycle functions including billing, collections, cash reconciliation, and claim follow-up; knowledge of CPT/HCPCS/ICD-10 and UB-04/HCFA 1500; HS diploma required; 3+ years experience preferred.
CPT, HCPCS, ICD-10, UB-04, HCFA 1500
2mo
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Financial Services Representative – State Farm Agent Team Member
Irving, Texas, United States
$32k-$89k/yr OnsiteFull Time
Sales experience preferred; licenses (Property & Casualty and Life & Health) required or obtainable; self-motivated; detail oriented; able to present to customers.
1w
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Financial Service Representative
Arlington, Texas, United States
$16-$23/hr OnsiteFull Time
Customer-service focused; high school diploma or equivalent required; sales mindset; strong verbal and written communication; problem-solving and adaptability; customer service or finance experience preferred; training provided.
1w
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Financial Service Representative
Arlington, Texas, United States
$16-$23/hr OnsiteFull Time
High school diploma or equivalent, customer-service or sales experience preferred, strong communication and problem-solving skills, ability to learn systems and follow compliance.
1w
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Financial Service Representative
Arlington, Texas, United States
$16-$23/hr OnsiteFull Time
High school diploma or equivalent required. Customer service, sales, or consumer finance experience preferred but not required. Strong communication, problem-solving, adaptability, and teamwork skills required.
E-Verify
1mo
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Lender Services Representative
Phoenix or Dallas or Coppell or Arizona
$19/hr RemoteFull Time
0+ YOEHigh-volume inbound call handling (60–80/shift), strong communication and de-escalation skills, analytical problem solving, Microsoft Office/Excel proficiency, HS diploma/GED preferred, 0–2 years customer service or mortgage/financial experience preferred, work authorization for the U.S.
Microsoft Office, Microsoft Excel
1w
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Financial Services Attorney (Loan Workouts, Restructuring & Recovery)
Baton Rouge or Dallas or Fort Lauderdale or Houston or New Orleans or Tampa
HybridFull Time
10+ YOEJ.D. and active bar admission required, with 10+ years representing lenders or creditors in loan workouts, restructurings, distressed credit, recovery, enforcement, and related matters.
UCC Article 9
3w
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Member Services Representative II
Mesquite, Texas, United States
$18-$22/hr OnsiteFull Time
0.25+ YOEHigh school diploma or equivalent, some retail/financial experience (≥3 months), Microsoft Office proficiency, customer-service and sales orientation, knowledge of state/federal laws, ability to handle branch operations and Saturday shifts.
Microsoft Office Suite
2mo
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Customer Experience Representative, Advanced Services
Chicago or Denver or Westlake
$34-$40/hr HybridFull Time
3+ YOE3+ years of customer experience in financial services; active Series 7 & 63, Series 3 within 90 days; Series 4 bonus; cross-functional collaboration; CRM tools; financial markets interest.
Salesforce, CRM
17h
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🛍️ Retail Store Managers: What If Your Income Reflected Your Leadership?
Houston or Dallas or San Angelo or Austin or Fort Worth or El Paso or Corpus Christi or Plano or McKinney
RemoteFull Time
Retail professionals with customer service, leadership, communication, coaching, problem-solving, goal orientation, and independent and team-working skills. No financial services experience required.
video interview
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