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Financial Representative Jobs in Westlake, TX, US
64 financial representative jobs from 32 companies hiring in Westlake, TX, US.
2w
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Financial Representative
Dallas, Texas, United States
HybridFull Time
0+ YOEEntry-level financial representative role with coachable individuals; must be able to build a book of business with provided leads and training.
CRM, Lead generation tools, Marketing automation, Financial planning software
3d
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Financial Representative - Seeking Growth
Allen, Texas, United States
$97k-$192k/yr RemoteFull Time
Seeking growth-oriented Financial Representative with state licensing or ability to obtain quickly; lead, develop teams, and serve clients.
1w
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Patient Financial Representative Senior - Patient Financial Services
Irving, Texas, United States
OnsiteFull Time
3+ YOESenior patient financial representative with 3-5 years in hospital revenue cycle, billing, collections, cash reconciliation; HS diploma; UB-04/ HCFA-1500 experience; inpatient/outpatient billing knowledge.
UB-04, HCFA 1500, CPT, HCPCS, ICD-10, EHR
2d
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Financial Sales Representative - Richardson
Richardson, Texas, United States
$25-$26/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year sales in a financial institution with cash handling, 1+ year goal-oriented sales, able to obtain Mortgage Loan Originator (MLO) certification, and pass background checks.
1w
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Financial Service Representative
The Colony, Texas, United States
$15-$16/hr OnsiteFull Time
Customer-service oriented with basic computer skills; valid driver’s license and reliable vehicle required; able to handle cash and branch operations.
1mo
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Financial Service Representative
Fort Worth, Texas, United States
$16-$23/hr OnsiteFull Time
Customer-focused with sales mindset; strong communication, problem-solving, and adaptability; HS diploma required; training provided.
1mo
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Financial Service Representative
Ft Worth, Texas, United States
$16-$23/hr OnsiteFull Time
Customer service and sales focus; strong communication and problem-solving; adaptable and team-oriented; HS diploma required; industry experience preferred but training provided.
CRM, Phone system, Loan processing
1mo
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College Financial Representative, Internship Program
Dallas, Texas, United States
$500-$1k/yr OnsiteInternship, Full Time
0+ YOECollege student internship in financial planning; entrepreneurial, sales-oriented, time-management, leadership, and interest in financial literacy.
1mo
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Patient Financial Services Representative
Dallas, Texas, United States
OnsiteAll Commitments Available
High school diploma required; associate degree or higher preferred. Experience in patient financial services and medical billing; strong EHR/billing software skills; excellent communication.
Electronic Health Records (EHR) systems, Billing software
1mo
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Patient Financial Services Representative
Dallas, Texas, United States
OnsiteTemporary
High school diploma required; associate degree preferred. Experience in patient financial services; knowledge of medical billing; EHR/billing software proficiency; HIPAA knowledge; bilingual a plus.
EHR, Billing Software
2mo
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Financial Representative Trainee (Sales) - Dallas, TX
Dallas, Texas, United States
$36k-$75k/yr OnsiteFull Time
Trainee program in financial services; obtain Life/Health licenses; FINRA/CRD checks; travel up to 50%; no sponsorship needed; strong self-motivation; willingness to learn sales of insurance products.
2d
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Financial Services Representative - State Farm Agent Team Member
Dallas, Texas, United States
$60k-$120k/yr OnsiteFull Time
3+ YOE3+ years experience in financial services; analytical and communication skills; FINRA Series 7 and 63 licenses preferred.
4d
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Bilingual (Spanish) Financial Service Representative
Dallas, Texas, United States
$17-$23/hr OnsiteFull Time
Bilingual in Spanish preferred; customer service and sales orientation; HS diploma or equivalent; willing to learn and grow in a fast-paced environment.
4d
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Bilingual (Spanish) Financial Service Representative
Dallas, Texas, United States
$17-$23/hr OnsiteFull Time
Bilingual in Spanish and English; customer service and sales oriented; high school diploma or equivalent; willingness to train; customer focus and compliance.
3w
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Consumer Investments - Financial Services Representative I (Fort Worth, TX)
Fort Worth, Texas, United States
OnsiteFull Time
1+ YOEAssist customers with products/accounts, educate clients, refer to specialists; strong communication and computer skills; High School Diploma; 1 year experience preferred.
Microsoft Office
2mo
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Business Development Representative - Financial Sales
Dallas, Texas, United States
OnsiteFull Time
0+ YOEEntry-level sales role; must be self-motivated with strong communication and relationship-building skills; responsible for developing new and existing RTS Financial accounts.
Salesforce, Microsoft Office
3w
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Consumer Investments - Financial Services Representative I (Fort Worth, TX)
Fort Worth, Texas, United States
OnsiteFull Time
1+ YOEDeliver customer service, educate clients on products, build relationships, and refer to specialists; requires MS Office and either a bachelor’s or 1 year experience.
Microsoft Office
1w
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Business Development Representative - Smith Anglin Financial
Dallas, Texas, United States
OnsiteFull Time
0+ YOE0–2 years in sales, customer service, or outreach; strong verbal phone skills; coachable with drive; comfortable with structure and metrics; bachelor’s degree preferred.
1mo
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Student Finance Representative
Dallas, Texas, United States
OnsiteFull Time
2+ YOEAssociate degree or equivalent; 2+ years financial aid or student services experience; strong communication and customer service; interpret financial aid regulations.
Microsoft Office, Student Information System
1mo
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Student Finance Representative
Dallas, Texas, United States
OnsiteFull Time
2+ YOEAssociate’s degree or equivalent; minimum two years in financial aid or student services; strong communication and customer service; ability to interpret financial aid regulations.
1mo
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Collections Representative
Corinth, Texas, United States
HybridFull Time
3+ YOE3-5 years of collections experience with a financial institution; knowledge of repossession, CPI, bankruptcy; understanding of Credit Union loan products and policies; familiarity with deposit programs and casualty insurance; HS diploma; excellent communication; phone handling; experience with Symtar, Akuvo, Temenous preferred.
Symtar, Akuvo, Temenous
6d
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Senior Representative, Client Experience
Jersey City or Westlake
$40k-$76k/yr HybridFull Time
Customer service experience preferred; college degree or equivalent work experience preferred; growth mindset; FINRA licenses preferred; able to multi-task in a remote/multi-faceted financial services environment.
1mo
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Virtual Sales Representative
Arlington, Texas, United States
RemoteMultiple Commitments Available
0+ YOEEntry level role recruiting for inbound-based financial solutions and insurance sales.
CRM, Zoom, Phone
1mo
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Account Services Representative
Dresher or Charlotte or Tampa or Boston or Philadelphia or Dallas
$75k-$85k/yr OnsiteFull Time
1+ YOE1+ years customer service in financial services or benefits; advanced Excel; 4-year college degree.
Microsoft Excel
1mo
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Senior Leasing Representative
Frisco, Texas, United States
HybridFull Time
5+ YOESenior leasing role with 5-7 years real estate sales/leasing; strong negotiation, market research, and financial analysis; excellent communication; ability to travel.
3w
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Mane Desk Representative (HR Title: Enrollment Resources Representative)
Dallas, Texas, United States
$24/hr OnsiteFull Time
3+ YOEProvide customer service to students; assist enrollment, billing and financial aid; requires HS diploma, 3+ years experience; higher education experience preferred.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, PeopleSoft, QuikPay, Nelnet, CampusLogic, Slate
3d
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Solutions Representative V
Richardson, Texas, United States
$124k-$210k/yr HybridFull Time
5+ YOE4-year degree or 5+ years sales; 5+ years field/inside sales; proven software sales with quota attainment; experience in real estate or related financial services.
1mo
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Patient Access Representative
Desoto, Texas, United States
OnsiteFull Time
3+ YOEHigh School diploma required; Bachelor’s degree preferred. 3-5 years inpatient/admitting or financial counseling experience preferred. Proficient in Windows, Outlook, Word, Excel; knowledge of payer requirements; HIPAA confidentiality; strong communication and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Windows
1mo
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Customer Service Representative/Collector
Fort Worth, Texas, United States
$16/hr HybridFull Time
1+ YOE1+ year customer service or financial services experience; strong communication and problem-solving; multi-tasking; valid driver’s license and reliable vehicle for fieldwork; bilingual a plus; English required.
Phone, Cash handling, Customer management software
3w
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Inside Sales Representative- Loan Consultant
Dallas, Texas, United States
$85k-$130k/yr RemoteFull Time
3+ YOE3+ years inside sales experience; financial industry experience preferred; strong CRM (Salesforce) and communication skills; high school diploma or equivalent.
Salesforce
2mo
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Customer Experience Representative, Advanced Services
Chicago or Denver or Westlake
$34-$40/yr HybridFull Time
3+ YOE3+ years customer experience in financial services; active Series 7 and 63; familiarity with Options and Margin; cross-functional collaboration; CRM tools.
Salesforce
1mo
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Software Support Representative (General Ledger)
Allen or Lenexa or Springfield or Monett
HybridFull Time
5+ YOEFive+ years experience in a financial institution or software support; accounting experience including General Ledger balancing, Fed Balancing, or reconciliations; able to participate in rotating on-call; strong communication and problem-solving.
SilverLake, CIF 20/20, Ticketing system
1mo
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Equipment Finance Representative I - Frisco, TX
Dallas, Texas, United States
OnsiteFull Time
3+ YOEBachelor’s degree in Business; 3-5 years equipment finance or related experience; strong financial and risk analysis skills; knowledge of commercial lending policies; travel required.
Microsoft Office, CRM, Rapport, DPA RAROC
2d
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Call Center Representative - Full-Time (10am-7pm shift)
Fort Worth, Texas, United States
HybridFull Time
1+ YOEOne year of call center or financial experience; strong communication; problem solving; detail oriented; high school diploma; willing to work 10am-7pm; Monday–Friday with rotating Saturdays; bilingual Spanish preferred.
Phone system
2w
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Float North Austin Region - Branch Member Service Representative - Full Time with Sign-On Bonus
Austin or Georgetown or Manor or Domaine
$20/hr OnsiteFull Time
6+ YOEHigh School diploma or GED; 6 months experience (financial, customer service or sales preferred); flexible Mon-Sat; ability to work at multiple branches; bilingual (preferred).
1mo
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Customer Service Rep I
Carrollton, Texas, United States
$36k-$45k/yr OnsiteFull Time
Patience, clear communication, multi-screen navigation, proficiency in Word/Excel; bi-lingual Spanish a plus; mortgage/financial services experience a plus.
Word, Excel
2mo
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Senior Litigation Attorney/ 8+ Years’ Experience (CA / NC / TX / NY)
Charlotte or Dallas or Los Angeles or New York City or Raleigh or San Diego or San Francisco or Winston-Salem
$295k-$315k/yr OnsiteFull Time
8+ YOE8+ years of complex commercial litigation; experience representing financial institutions; leadership of litigation teams; strong written and oral advocacy; experience in federal and state courts.
HiringCafe market data
Financial Representative Jobs market signals in Westlake, TX, US
These signals come from live HiringCafe job inventory, not a static article. Use them to compare the market, then open listings above to apply directly.
Open jobs
64
Hiring companies
32
Fresh sample
48% new in 30d
Salary visibility
60% show pay
Companies appearing in this market
Attain FinanceCHRISTUS HealthNorthwestern MutualWorld FinanceFidelity InvestmentsModern Woodmen of AmericaRobinhoodBank of America
Work location mix in visible results
Onsite: 41Hybrid: 14Remote: 5