Financial Service Representative

4 weeks ago


Dallas, Texas, United States The Intersect Group Full time

**Job Summary**

The Intersect Group is seeking a highly skilled Personal Banker to join our team in Uptown Dallas. As a key member of our banking center, you will be responsible for managing customer relationships, providing financial solutions, and ensuring exceptional customer service.

**Responsibilities**

  • Develop and maintain strong relationships with customers to understand their financial needs and provide tailored solutions.
  • Effectively handle cash transactions, deposits, withdrawals, and wire transfers while maintaining accuracy and attention to detail.
  • Proactively identify opportunities to cross-sell and upsell products and services to customers.
  • Collaborate with colleagues to achieve team goals and objectives.
  • Stay up-to-date on banking products and services, including deposits, lending, and other financial services.
  • Provide exceptional customer service and respond to customer inquiries in a timely and professional manner.
  • Assist with community awareness events and initiatives to increase bank outreach and foster new business opportunities.

**Requirements**

  • Minimum of 2 years banking center experience, including customer service, relationship management, and cash handling.
  • Knowledge of banking products and services, including deposits, lending, and other financial services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • Ability to multitask and problem-solve in a fast-paced environment.
  • Strong attention to detail and accuracy, with the ability to maintain high-quality work standards.


  • Dallas, Texas, United States MCI Careers Full time

    Job Title: Financial Contact Center RepresentativeJob Summary:We are seeking a highly motivated and customer-focused Financial Contact Center Representative to join our team. As a Financial Contact Center Representative, you will be responsible for providing exceptional customer service to our clients, handling inbound customer calls, and resolving customer...


  • Dallas, Texas, United States Valor Intelligent Processing Full time

    Financial Services Representative OpportunityWe are seeking highly motivated and customer-focused individuals to join our team as Financial Services Representatives. In this role, you will work directly with customers to provide exceptional service and support, handling inbound and outbound calls, emails, and chats. Key Responsibilities:Provide timely and...


  • Dallas, Texas, United States New York Life DFW Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and enthusiastic individual to join our team as a Financial Advisor based in Frisco, TX. This role is perfect for those eager to expand their knowledge and skills in finance.About the RoleAs a Financial Advisor, you will work closely with clients to assess their financial requirements, develop...


  • Dallas, Texas, United States Financial Additions Full time

    Company Overview:">">Financial Additions is a leading financial services company seeking a highly skilled consultant to lead the implementation of our Accounts Payable system.">">Estimated Salary: $80,000 - $120,000 per annum based on experience and qualifications.">Job Description:">We are looking for an experienced controller-level consultant to join our...


  • Dallas, Texas, United States ValorVIP Full time

    Job Title: Financial Contact Center RepresentativeAt ValorVIP, we are seeking a highly motivated and customer-focused Financial Contact Center Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional support to our commercial and public sector clients.Key Responsibilities:Handle inbound...


  • Dallas, Texas, United States EZCORP Full time

    Unlock Your Career Potential with EZCORPWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at EZCORP. As a key member of our sales and service team, you will be responsible for providing exceptional customer service, processing sales and loans, and performing various store duties.Key...


  • Dallas, Texas, United States S3 Shared Services Full time

    Job OverviewWe are seeking a highly skilled Member Service Representative to join our team at S3 Shared Service Solutions, LLC. As a key member of our customer service team, you will be responsible for providing exceptional service to our members, responding to their inquiries, and resolving their issues in a timely and professional manner.Key...


  • Dallas, Texas, United States Milliman Full time

    About the Role:The Call Center Representative will be responsible for handling day-to-day activities of the support team, including inbound calls, emails, and chats from retirement plan participants. This role requires strong problem-solving skills, proficiency in Excel and Word, and the ability to handle multiple priorities with success.Key...


  • Dallas, Texas, United States PNC Bank NA Full time

    Job DescriptionPNC Bank NA is seeking a highly skilled Senior Financial Services Specialist to join our team.About the RoleThis is a challenging and rewarding position that requires a strong background in finance and customer service. As a Senior Financial Services Specialist, you will be responsible for providing top-notch financial services to our clients,...


  • Dallas, Texas, United States MCI Careers Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients through phone, email, and chat support.Key Responsibilities:Handle customer...


  • Dallas, Texas, United States Parkland Health Full time

    About the JobParkland Health is seeking a highly skilled Supervisor of Patient Financial Services to join our team. This is a challenging and rewarding role that requires strong leadership and problem-solving skills.ResponsibilitiesThe successful candidate will be responsible for supervising the financial and operational functions within the Patient...


  • Dallas, Texas, United States PR Financial Full time

    Established in the financial services industry, PR Financial is a pioneering independent marketing organization (IMO) that excels in the insurance marketplace. Our mission is to empower agents by providing them with a platform, training, and mentorship, allowing them to become successful partners.As a Life and Health Agent with PR Financial, you will have...


  • Dallas, Texas, United States MCI Careers Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving issues, and answering questions in a timely and professional manner.Key...


  • Dallas, Texas, United States MCI Military Recruitment Full time

    Customer Service Representative Job DescriptionJob Summary:We are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients through inbound calls, emails, and chats.Key Responsibilities:Respond to...


  • Dallas, Texas, United States MCI Military Recruitment Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients through phone, email, and chat support.Key Responsibilities:Handle customer...


  • Dallas, Texas, United States ValorVIP Full time

    Job Title: Customer Service RepresentativeAbout the Role:We are seeking a highly motivated and customer-focused Customer Service Representative to join our team at ValorVIP. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving customer complaints, and ensuring customer...


  • Dallas, Texas, United States ValorVIP Full time

    Customer Service Representative Job DescriptionJob Summary:We are seeking a highly motivated and customer-focused Customer Service Representative to join our team at ValorVIP. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving customer complaints, and ensuring customer...


  • Dallas, Texas, United States MCI Military Recruitment Full time

    **Customer Service Representative Opportunity**About the Role:MCI Military Recruitment is seeking a skilled Customer Service Representative to join our team. As a representative, you will be responsible for handling inbound and outbound calls, providing exceptional customer service, and resolving customer issues in a professional and courteous manner.Key...


  • Dallas, Texas, United States MCI Careers Full time

    Job Title: Call Center RepresentativeJob Summary:MCI Careers is seeking a highly motivated and customer-focused Call Center Representative to join our team. As a Call Center Representative, you will be responsible for providing exceptional customer service to our clients, handling inbound and outbound calls, and resolving customer issues in a timely and...


  • Dallas, Texas, United States Hilltop Holdings Full time

    Job DescriptionHilltop Securities is seeking a highly skilled Advisor Transition Specialist to join our Wealth Management team. As a key member of our team, you will be responsible for ensuring a seamless transition of financial professionals into our network.Key Responsibilities:Coordinate new advisor onboarding, training, and coordination to ensure...