Finance Service Representative Jobs in San Antonio, TX

Join our team as an Independent Agent specializing in financial services! We offer a unique opportunity in the financial Join our team as an Independent Agent specializing in financial services! We offer a unique opportunity in the financial sales industry. No prior experience needed just bring your drive and coachability. Why Choose Us? Access to a wide range of high-quality insurance and financial products. Competitive compensation: attractive commissions, bonuses, and incentives for top performers. Comprehensive support: from training and continuous education to marketing assistance and advanced technology tools. We are a reputable company known for our financial stability, industry reputation, and strong compliance programs. Enjoy the flexibility of setting your own schedule while benefiting from partnership resources and a collaborative culture that encourages networking and growth. Long-term career advancement opportunities are available, with support for business growth and succession planning. We partners with schools and employers to provide retirement solutions, life insurance, and more. Meet clients where they are, without the need for extensive travel. Join our team as an Independent Agent specializing in financial services! We offer a unique opportunity in the financial sales industry. No prior experience needed just bring your drive and coachability. Who we're looking for: Life insurance license holders or those willing to get one People who connect easily with others Confident sellers who thrive in a low-pressure environment Self-directed and motivated individuals Growth-minded go-getters Passionate educators who want to make a difference Ambitious folks aiming for six-figure incomes and beyond Ready to change your career and enjoy a flexible, rewarding opportunity? Apply now and start your journey toward a brighter future! To Apply: Serious inquiries only. Please provide: phone number and email with inquiry.

As a Customer Service Representative, you'll work within defined guidelines, to facilitate service conversations on a product set. In this role, you will make a difference to our members as you collect requirements and respond with relevant solutions through client defined parameters. What you'll do: · Provide operational support to members with their product Review accounts and processes transactions that may require action. · Identify and confirm the member's immediate request(s) and works to resolve issues. · Maintain a high level of member satisfaction and demonstrate commitment to quality through member interactions. · Identify and handle existing and emerging risks that stem from business activities and the job role. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled. · Follow written risk and compliance policies and procedures for business activities. What you have: · High School Diploma OR GED · Ability to communicate clearly and professionally with members by phone to process banking requests and provide information based on set procedures · Strong interpersonal and communication skills · Ability to prioritize and multi-task while navigating through multiple business applications · Successful completion of a job-related assessment is required Salary Range: $35,000 - $42,000 per year #LI-SS3

Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs. Responsibilities: Receives and directs phone calls from patients and physician offices Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physician's clinical staff, as well as equipment and facilities Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns Schedules urgent care appointments as needed and directed by physician Greets patients for scheduled and/or urgent care appointments and procedures Confirms and verifies patient demographic and insurance information Collect co-payments from patients upon arrival when applicable Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information Collaborates with insurers to obtain patients' prior-authorizations for procedures and tests as needed Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for treatment are obtained prior to patient visits. Verifies eligibility for procedures or tests from various health care institutions Reviews and audits billing discrepancy reports and researches errors for resolution Maintains accurate and timely records, logs, charges, files, and other related information as required Performs a variety of related administrative and clerical duties, such as retrieving files and other records, faxing, collating, data entry, and relaying messages to physicians, residents and staff Prepares special reports or spreadsheets for physicians as requested Complies with established departmental policies, procedures and objectives Complies with all health and safety regulations and requirements Contributes in maintaining a respectful environment of professionalism, tolerance, and acceptance toward all employees, patients and visitors Performs other duties as required. Requirements: Education/Skills High School Diploma or GED Proficient in software and computer systems Knowledgeable of business office terminology / procedures Ability to multi task and work under stressful situation Effective written and verbal communication skills Experience 1+ year of customer service experience required Experience with medical office terminology preferred Licenses, Registrations, or Certifications None Work Type: Full Time EEO is the law - click below for more information: We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at .

ALTA IT Services is a wholly owned subsidiary of System One, a leading provider of specialized workforce solutions and integrated services. ALTA is an established leader in IT Staffing and Services, for both government and commercial enterprises across the United States, specializing in Program & Project Management, Application Development, Cybersecurity, Data & Advanced Analytics, and Agile Transformation Services. Customer Service Representative Location: San Antonio, TX Contract Description The Sr. Customer Service Representative (CSR) will assist customers verbally when accepting phone calls and through written responses via online banking messages. These inquiries and requests range from simple to complex in nature and encompass a wide variety of subject matter areas. Other responsibilities include, but are not limited to, completing wire transfers, assisting with account inquiries, performing general account maintenance, assisting with online and mobile banking questions or problems, conducting account closures, processing data entries, educating customers on self-service options, and other off phone duties as assigned. Required Skills: • Strong critical-thinking and problem solving skills • Ability to multi-task • Adaptable to change through regular feedback • Self-motivated, people oriented team player • Capacity to tactfully handle customer concerns • Excellent verbal, written, and active listening skills • Careful attention to detail and time management • Proficiency in basic computer skills and ability to navigate multiple software systems • Minimum of one year Customer Service experience Desired Skills: • 1-3 years' experience working in a Contact Center environment • Banking Experience • Proficient in Microsoft Word, Excel and Outlook System One, and its divisions and subsidiaries including Joulé, ALTA IT Services, CM Access, and MOUNTAIN, LTD., are leaders in delivering workforce solutions and integrated services across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible full-time employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

Senior Commercial Insurance Account Representative - San Antonio, TX Benefits: Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care. Health Savings Account, Short-Term and Long-Term disability options Paid time off, accrued paid sick days and time off to devote to your favourite charity Paid Holidays, including the day after Thanksgiving 401K retirement program with company contribution matching Job description Inszone Insurance Services is an independent insurance agency with more than 80 locations in 18 states. Our firm specializes in customized insurance products for businesses and individuals. Over the last three years, Inszone has ascended Insurance Journal's Top 100 Property & Casualty Agencies, reaching the Top 40 in its most recent rankings. We have direct appointments with all the major insurance markets. We pride ourselves in exceeding our client's expectations, every time. If you're looking for a great work environment with advancement opportunities Inszone may be the place for you. Why work for Inszone Insurance? Our mission is to foster the ongoing development of career-oriented professionals providing the tools and resources necessary for growth. Fully supported career-driven professionals get to leverage their experience and insights, learning on the job and advancing in their career, while contributing to company growth. We are proud to have a culture of professionalism and teamwork, that allows you to learn, grow, and more importantly enjoy what you do, while cultivating profitability, productivity, professionalism, and longevity. Location: Onsite, at 101 North Main, Brookfield MO 64628 Qualifications: Licensure - Insurance License Required Insurance Experience - Commercial Insurance License Required Local - Candidates local to the Brookfield area with an understanding of local culture are encouraged to apply Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment. Communication - The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all. Organization - Ability to plan and operate in a well-organized manner Team Oriented - Ability to work as a part of a team, as well as maintain a positive attitude and good energy in the workplace. Responsibilities: Answer client's questions regarding payments and notices. Process endorsements for clients. Manage a diverse book of house accounts. Cross-sell additional lines of business to existing customers (license required). Support designated sales staff. Follow up and see tasks thru to completion. Compensation: Base salary plus commission Job Type: Full-time Expected hours: 40 per week

SIO Logistics stands as a premier third-party logistics and truckload shipping company, dedicated to delivering optimized solutions across dry van, flatbed, refrigerated freight, and other over the road freight solutions. Operating nationwide, we bridge our customers with an extensive network of vetted carriers, ensuring seamless and efficient freight movement. When businesses demand unparalleled supply chain management and state-of-the-art technology, they confidently "Send It Over" to us. Since our founding in 2016, we have upheld a commitment to exceptional service, consistently meeting and exceeding our customers' expectations. Job Overview SIO Logistics is on the lookout for a detail-driven and carrier-focused Operational Sales Representative to join our dynamic team in San Antonio, Texas. In this vital role, you'll provide exceptional service to both our carriers and customers, becoming an essential link in our operations and sales network. Key Responsibilities Dive deep into the intricacies of current accounts assigned by sales representatives, mastering all the details. Develop expertise in our cutting-edge Transportation Management System (TMS) and leverage its full potential. Efficiently schedule appointments and accurately input shipment details for all relevant loads. Keep internal and external portals up to date with shipment information to ensure transparency and accuracy. Proactively track shipment progress and provide timely updates to all stakeholders involved. Address customer inquiries regarding shipment statuses with professionalism and clarity. Work collaboratively with sales representatives to deliver seamless and personalized account servicing. What We're Looking For We seek a passionate individual who thrives in a fast-paced environment, is committed to excellent customer experiences, and enjoys collaborating with a high-performing team. Strong organizational skills, attention to detail, and adaptability are key to excelling in this role. Why Join Us? At SIO Logistics, we believe in building relationships that last. By joining our team, you'll be part of a forward-thinking company where your contributions directly impact our success and the satisfaction of our valued customers. Benefits Include: Comprehensive Benefits: Health, Dental, and Vision coverage Unlimited PTO: Flexible vacation policies 401k Matching: Secure your future with our 401k plan Career Growth Opportunities: No corporate ladder to climb Frequent Team Building Trips: Company offsite events Mental Resets: Take breaks to rejuvenate End-of-Year Bonuses and Awards: Recognition for your hard work Ongoing Competition Rewards: Additional incentives and team offsite events

SWBC is seeking a talented individual to be responsible for developing relationships with municipal and finance personnel seeking to assist them with obtaining financing for securities-style debt that they will incur. Responsibilities will include working with key personnel to help secure roles in various underwriting syndicates; responding to Request for Proposals as needed, utilizing knowledge of municipal capital markets, municipal bond structures, and credit fundamentals in order to advise customers on the best methods for obtaining the funding they need, and working closely with the Capital Markets Municipal Underwriter in helping to structure and price the debt at a level that both makes sense for the customer and is appropriate for market conditions. Essential duties include the following: Prepares written proposals and pitch books, make presentations to prospective and existing client base, and manages negotiated underwritings and private placements. Prepares credit and bond sizing analysis for prospective transactions, manages rating presentations and coordinates work flow through negotiation and settlement of transactions. Works with key personnel to identify marketing opportunities. Achieves performance metrics, customer retention goals, and new business revenue targets. Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: Bachelor's degree in Finance, Accounting, Business Management, Economics, Math or related field of study from an accredited four-year college or university. Minimum of five (5) years of experience in investment banking, capital markets, or sales/trading or experience at a public finance company. Strong analytical skills, both qualitative and quantitative. Highly organized, detail-oriented, and proactive Excellent presentation skills. Excellent verbal and written communication skills. Proficient knowledge of the applicable laws, rulings, and regulations pertaining to municipal finance. General understanding of the bond and investment banking industry. Solid relationship sales experience. Demonstrated ability to network in community, grow new business and develop sales. Ability to travel locally or nationally. Possess one of the following licenses: Series 7 and 63, and or 52 Able to sit for long periods of time performing sedentary activities. SWBC offers*: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Leadership Academy and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program *Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

In addition to traditional bank teller responsibilities , our Associate Bankers contribute significantly to the success of the branch by delivering exceptional customer experiences, fostering long-lasting relationships, and introducing customers to our licensed bankers. Job Responsibilities Engaging clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helping clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address, accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements Educating clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever and however they want. Building relationships with clients by sharing product knowledge and solutions and introducing them to our licensed bankers when an additional opportunity is identified. Assisting clients and the branch team by helping with new account openings when needed. Performing branch operations which may include managing cash devices (e.g., cash vault, ATM, etc.) while adhering to all bank policies and procedures. Required qualifications, capabilities and skills Minimum 6 months of customer service experience required High school diploma or GED equivalent required Preferred qualifications, capabilities and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment Cash handling experience preferred Professional, thorough, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Excellent interpersonal communication skills, as well as strong attention to detail and time management Ability to quickly and accurately learn products, services, and procedures

In addition to traditional bank teller responsibilities , our Associate Bankers contribute significantly to the success of the branch by delivering exceptional customer experiences, fostering long-lasting relationships, and introducing customers to our licensed bankers. Job Responsibilities Engaging clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helping clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address, accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements Educating clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever and however they want. Building relationships with clients by sharing product knowledge and solutions and introducing them to our licensed bankers when an additional opportunity is identified. Assisting clients and the branch team by helping with new account openings when needed. Performing branch operations which may include managing cash devices (e.g., cash vault, ATM, etc.) while adhering to all bank policies and procedures. Required qualifications, capabilities and skills Minimum 6 months of customer service experience required High school diploma or GED equivalent required Preferred qualifications, capabilities and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment Cash handling experience preferred Professional, thorough, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Excellent interpersonal communication skills, as well as strong attention to detail and time management Ability to quickly and accurately learn products, services, and procedures

In addition to traditional bank teller responsibilities , our Associate Bankers contribute significantly to the success of the branch by delivering exceptional customer experiences, fostering long-lasting relationships, and introducing customers to our licensed bankers. Job Responsibilities Engaging clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helping clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address, accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements Educating clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever and however they want. Building relationships with clients by sharing product knowledge and solutions and introducing them to our licensed bankers when an additional opportunity is identified. Assisting clients and the branch team by helping with new account openings when needed. Performing branch operations which may include managing cash devices (e.g., cash vault, ATM, etc.) while adhering to all bank policies and procedures. Required qualifications, capabilities and skills Minimum 6 months of customer service experience required High school diploma or GED equivalent required Preferred qualifications, capabilities and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment Cash handling experience preferred Professional, thorough, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Excellent interpersonal communication skills, as well as strong attention to detail and time management Ability to quickly and accurately learn products, services, and procedures

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills

Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This would also include medical groups, law firms and accounting firms. While primarily focused on banking services, the successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects. The successful candidate will have deep connections to the San Antonio community including strong lending experience and client portfolio consisting of deposits and loans. Candidates for this position must possess a minimum of 5 years experience in Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment. Candidates must demonstrate a strong work ethic, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives. A working knowledge of trust and investments is a plus. Commensurate Experience considered in lieu of bachelor's degree.

World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative (Bilingual) is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15-$19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time Team Members. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities + Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings + Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements + Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want + Assists clients and the branch team by helping with new account openings when needed + Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills + 6+ months of customer service experience + High school diploma or GED equivalent Preferred qualifications, capabilities, and skills + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures + Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills + Strong desire and ability to influence, educate, and connect customers to technology + Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

What you'll do: Provide operational support to members with their Banking - Auto Loans line of business or product Review accounts and processes transactions that may require action. Identify and confirm the member's immediate request(s) and works to resolve issues. Explore member's needs and recommend to fund an outstanding Loan. Maintain a high level of member satisfaction and demonstrate commitment to quality through member interactions. Identify and handle existing and emerging risks that stem from business activities and the job role. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled. Follow written risk and compliance policies and procedures for business activities. What you have: High School Diploma OR GED Banking, Lending experience would be an additional advantage Ability to communicate clearly and professionally with members by phone to process banking requests and provide information based on set procedures Strong interpersonal and communication skills Ability to prioritize and multi-task while navigating through multiple business applications Successful completion of a job-related assessment is required

Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs. Responsibilities: Receives and directs phone calls from patients and physician offices Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physician's clinical staff, as well as equipment and facilities Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns Schedules urgent care appointments as needed and directed by physician Greets patients for scheduled and/or urgent care appointments and procedures Confirms and verifies patient demographic and insurance information Collect co-payments from patients upon arrival when applicable Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information Collaborates with insurers to obtain patients' prior-authorizations for procedures and tests as needed Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for treatment are obtained prior to patient visits. Verifies eligibility for procedures or tests from various health care institutions Reviews and audits billing discrepancy reports and research errors for resolution Maintains accurate and timely records, logs, charges, files, and other related information as required Performs a variety of related administrative and clerical duties, such as retrieving files and other records, faxing, collating, data entry, and relaying messages to physicians, residents and staff Prepares special reports or spreadsheets for physicians as requested Complies with established departmental policies, procedures and objectives Complies with all health and safety regulations and requirements Contributes in maintaining a respectful environment of professionalism, tolerance, and acceptance toward all employees, patients and visitors Performs other duties as required. Requirements: Education/Skills High School Diploma or GED Proficient in software and computer systems Knowledgeable of business office terminology / procedures Ability to multi task and work under stressful situation Effective written and verbal communication skills Experience 1+ year of customer service experience required Experience with medical office terminology preferred Licenses, Registrations, or Certifications None Work Type: Full Time EEO is the law - click below for more information: We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at .

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience