Financial Services Relationship Builder

2 weeks ago


Houston, Texas, United States Universal Processing Full time

Succeed in Sales

This Business Development Associate position at Universal Processing presents an exciting opportunity to launch or advance your sales career in the Fintech industry.

Job Summary:

  • This is a fully onsite position, requiring 5 days of work per week.
  • You will serve as the first point of contact for our clients, providing exceptional customer service and support.
  • As part of our sales department, you will be responsible for developing new business leads and driving revenue growth.

Essential Responsibilities:

  • Gather and analyze market intelligence to identify new business opportunities.
  • Develop and maintain relationships with small-to-medium-sized business owners to promote our products and services.
  • Conduct sales presentations and negotiations to close deals and drive revenue growth.
  • Maintain accurate records of client interactions and sales performance.

Requirements:

  • Bachelor's degree in a related field or equivalent experience.
  • Proven sales or customer service experience, preferably in the Fintech industry.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.


  • Houston, Texas, United States Matt Tupa - State Farm Agent Full time

    About the OpportunityWe are excited to offer an exciting opportunity for a customer relationship builder to join our team at Matt Tupa - State Farm Agent. As a key member of our team, you will be responsible for building and maintaining strong customer relationships, developing leads, and promoting State Farm products.Key ResponsibilitiesEstablish and...


  • Houston, Texas, United States CC Consultants Full time

    **Company Overview**At CC Consultants, we specialize in delivering exceptional customer experiences through our Customer Service, Sales, and Marketing efforts. Our partnerships with leading telecommunications companies enable us to develop long-lasting relationships with clients and their customers.We're currently seeking a highly skilled CUSTOMER SERVICE...


  • Houston, Texas, United States Rowland Investisure Full time

    About This OpportunityThis Client Service Representative role will work closely with financial advisors to grow their client base and ensure our clients are well-served.Key Aspects of the JobYou'll support the onboarding process for new clients by collecting necessary information and facilitating account transfers.You'll augment advisors' capacity to...


  • Houston, Texas, United States Tristate Financial Network Full time

    Job DescriptionWe are seeking a skilled sales representative to join our team at Tristate Financial Network. As an insurance sales associate, you will be responsible for building relationships with clients, coordinating marketing resources, and scheduling appointments.Key Responsibilities:Build strong relationships with clientsCoordinate marketing resources...


  • Houston, Texas, United States Clark Financial Services Full time

    Unlock Your Earning Potential as a Financial Services Career OpportunityAre you looking for a career that offers flexibility, autonomy, and unlimited earning potential? Look no further! As a Financial Services Career Opportunity, you will have the chance to work from home and provide mortgage protection coverage to homeowners, offering various financial...


  • Houston, Texas, United States Stellantis Financial Services US Full time

    At Stellantis Financial Services US, we are seeking a talented Dealer Relationship Manager to join our team in Houston, TX.About the JobThis exciting opportunity offers the chance to build and maintain strong relationships with Stellantis dealerships, driving business growth and enhancing customer experiences.Job DescriptionThe ideal candidate will have a...


  • Houston, Texas, United States THIRD COAST BANK Full time

    About the RoleWe are seeking a skilled Financial Services Relationship Manager to join our team at THIRD COAST BANK. In this role, you will be responsible for developing and managing relationships with corporate clients, providing tailored financial solutions, and ensuring the profitability and growth of the corporate banking portfolio.


  • Houston, Texas, United States OneMain Financial Full time

    We are seeking a highly motivated Financial Services Representative to join our team at OneMain Financial. In this role, you will have the opportunity to work with customers to provide them with the financial solutions they need to achieve their goals.About the JobAs a Financial Services Representative, you will be responsible for delivering results related...


  • Houston, Texas, United States Strategic Financial Group Full time

    Take your first step towards a fulfilling career in financial services with Strategic Financial Group. Our Entry-Level Financial Advisor position offers a dynamic and supportive environment where you can grow professionally and make a meaningful impact on clients' lives.About the RoleWe are seeking a highly motivated and results-driven individual to join our...


  • Houston, Texas, United States First Continental Mortgage, Ltd Full time

    Job Title: Mortgage Loan OriginatorAbout the Role:We are seeking an experienced Mortgage Loan Originator to assist home buyers in financing their new home with our affiliated home builder partner in Houston, Texas.About Us:First Continental Mortgage (FCM) is a full-service, FNMA, HUD and VA approved national mortgage lending firm headquartered in Houston,...


  • Houston, Texas, United States H & N Contractor Managagement Services LLC Full time

    Job Summary:We are seeking a skilled Construction Form Builder to join our team at H & N Contractor Management Services LLC. As a key member of our construction crew, you will be responsible for creating construction forms for various projects, including county and city roadway paving, sidewalks, driveways, and wheelchair ramps.The ideal candidate will have...


  • Houston, Texas, United States Clark Financial Services Full time

    About the RoleAs a representative of Clarks Financial Services, you will be responsible for helping American families secure their financial futures through our range of products, including mortgage protection, term life insurance, and debt elimination programs. This 100% remote position offers flexibility and autonomy, with opportunities for advancement and...


  • Houston, Texas, United States Heritage Financial Investment Full time

    Heritage Financial Investment is seeking experienced Business Development Associates to join our team of Financial Services Consultants. As a Sales Representative, you will work with clients to identify their financial needs and provide personalized solutions.Key responsibilities include identifying new business opportunities, building relationships with...

  • Relationship Manager

    4 weeks ago


    Houston, Texas, United States Smart Financial Full time

    Job OverviewAs a Relationship Specialist at Smart Financial Credit Union, you will play a crucial role in building strong relationships with current and potential members. Your primary goal will be to understand their financial needs and provide tailored solutions that meet those needs.


  • Houston, Texas, United States Stellantis Financial Services US Full time

    Job DescriptionStellantis Financial Services US seeks a highly skilled Financial Services Associate to join our team. As a Financial Services Associate, you will be responsible for processing vehicle loan contracts to ensure accuracy and completeness prior to funding. This involves reviewing and verifying submitted contracts, inspecting loan package...


  • Houston, Texas, United States Faction Financial Full time

    About Faction FinancialWe're a leading insurance company built with one purpose: to create an organization that truly prioritizes the needs and feedback of its insurance professionals. With decades of combined experience in the industry, we've heard the demand for greater transparency, ethical practices, and high-quality lead generation. We designed our...


  • Houston, Texas, United States OneMain Financial Full time

    We are looking for a skilled Financial Services Sales Specialist - Loan Solutions to join our team at OneMain Financial. As a key member of our sales team, you will be responsible for developing new relationships, presenting financial solutions, and growing your career within our organization.Our ideal candidate has a strong passion for sales, excellent...


  • Houston, Texas, United States Xponential Fitness Full time

    Job Description: Membership and Community BuilderWe are looking for a dynamic and results-driven individual to join our team as a Membership and Community Builder. This role involves developing strong relationships with clients, promoting our services, and driving membership growth.About the Role:Develop and implement strategies to promote our services and...


  • Houston, Texas, United States Brady, Chapman, Holland & Associates, Inc Full time

    We're seeking an experienced Mid-Size Commercial Lines Specialist to join our team at Brady, Chapman, Holland & Associates, Inc. As a key member of our Commercial Lines Team, you'll be responsible for managing client relationships and delivering exceptional service.Estimated Salary: $80,000 - $110,000 per yearJob Overview:As a Mid-Size Commercial Lines...


  • Houston, Texas, United States Smart Financial Full time

    Job OverviewKey ResponsibilitiesThe Assistant Relationship Manager supports sales efforts and manages relationships with members. Key responsibilities include stepping in for the Relationship Manager as needed, contributing to member satisfaction, and maintaining branch operational tasks.Sales Performance: Achieve sales goals, audit results, and member...