Home › Companies › 718E532B9B72FF7933D48F556C14E9E6 › Financial Service Representative I
Financial Service Representative I
718E532B9B72FF7933D48F556C14E9E6 · Heights Retail Center - Houston, TX 77007; 4720 Washington Avenue Suite C, Houston, TX, 77007, USA · Active · Paycom ATS
Job facts
| Field | Value |
|---|---|
| Company | 718E532B9B72FF7933D48F556C14E9E6 |
| Title | Financial Service Representative I |
| Normalized title | - |
| Department / team | - |
| Location | Houston, TX, United States |
| Work model | - |
| Employment type | - |
| Salary | - |
| Status | active |
| ATS provider | Paycom ATS |
| Posted / first seen | 2025-08-12 / 2026-05-31 |
| Changed / last seen | 2026-06-19 / 2026-06-23 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from 718E532B9B72FF7933D48F556C14E9E6. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Paycom ATS. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Houston. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | 718E532B9B72FF7933D48F556C14E9E6 |
| Source | a510e8cb-30a2-4083-844b-f9f58d97fc57 |
| ATS provider | Paycom ATS |
Description
Description
Position Summary:
This position calls for individuals who are Compassionate, Accountable, bring Real Value, Integrity, New ideas and provide Guidance to our members as well as the team. These key elements define PrimeWays culture. Another key aspect of this financial service position is to identify members financial needs and recommend appropriate solutions. Additionally, the Financial Service Representative I will assist members with their financial transactions involving cash and other negotiable monetary instruments.
Financial Service Representative Responsibilities :
Demonstrating a commitment to the culture of PrimeWay by adhering to the G-VAL-HI promise, openly contributing to the success of others on the team, and by living by the core values that define the CARING culture
Greeting members with a friendly, welcoming smile as they enter the building
Receiving and processing member financial transactions including deposits, withdrawals, loan payments and merchandise sales
Performing daily member services, such as opening and closing accounts, and account research
Updating member information and records as requested according to standard operating procedures
Completing requests for special services, such as statements copies, check copies, stop payment orders and debit cards
Identifying, recording and reporting fraudulent activity to prevent potential losses
Observing PrimeWay guidelines, policies, and procedures in order to adhere to compliance, regulations and security standards
Demonstrating a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
Establishing positive and productive working relationships at all levels within the organization
Reviewing account profiles while performing Teller transactions in order to suggest appropriate PrimeWay products and services
Building member relationships to ensure usage of PrimeWay FCU as their primary financial institution
Facilitating discussions with members to uncover needs beyond those initially presented.
Evaluating credit reports to present members with appropriate PrimeWay products and services
Making outbound phone calls to existing members
Originating and closing consumer loans in a timely manner by guiding the member through the process and setting proper expectations from application through to funding
Demonstrating accountability of personal contributions toward all personal, team and organizational goals in the areas of loans, GAP, extended warranties, debt protection, deposits and service
Submitting business partner referrals when appropriate
Qualifications
Knowledge and Skills
Ability to maintain significant levels of diplomacy and trust, in addition to normal courtesy and tact.
Excellent communication skills; ability to use applicable computer software
Ability to motivate or influence others
Education and Experience
High school education or GED 6 months 2 years relevant experience
Credit Union or Banking experience: 2 years
ADA Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.
Full job record
| Job ID | 6110cc7f295216d4f78b72f6b6ae51398a943350 |
| Org ID | 4073afd4-8869-483d-85d3-128f3a5255dc |
| Source ID | a510e8cb-30a2-4083-844b-f9f58d97fc57 |
| Board ID | a510e8cb-30a2-4083-844b-f9f58d97fc57 |
| Provider | paycom |
| Provider Job Key | 149413 |
| Title | Financial Service Representative I |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Heights Retail Center - Houston, TX 77007; 4720 Washington Avenue Suite C, Houston, TX, 77007, USA |
| Department | — |
| Team | — |
| Employment Type | — |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | TX |
| City | Houston |
| Salary Raw | Description Position Summary: This position calls for individuals who are Compassionate, Accountable, bring Real Value, Integrity, New ideas and provide Guidance to our members as well as the team. These key elements define PrimeWays culture. Another key aspect of this financial service position is to identify members financial needs and recommend appropriate solutions. Additionally, the Financial Service Representative I will assist members with their financial transactions involving cash and other negotiable monetary instruments. Financial Service Representative Responsibilities : Demonstrating a commitment to the culture of PrimeWay by adhering to the G-VAL-HI promise, openly contributing to the success of others on the team, and by living by the core values that define the CARING culture Greeting members with a friendly, welcoming smile as they enter the building Receiving and processing member financial transactions including deposits, withdrawals, loan payments and merchandise sales Performing daily member services, such as opening and closing accounts, and account research Updating member information and records as requested according to standard operating procedures Completing requests for special services, such as statements copies, check copies, stop payment orders and debit cards Identifying, recording and reporting fraudulent activity to prevent potential losses Observing PrimeWay guidelines, policies, and procedures in order to adhere to compliance, regulations and security standards Demonstrating a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act Establishing positive and productive working relationships at all levels within the organization Reviewing account profiles while performing Teller transactions in order to suggest appropriate PrimeWay products and services Building member relationships to ensure usage of PrimeWay FCU as their primary financial institution Facilitating discussions with members to uncover needs beyond those initially presented. Evaluating credit reports to present members with appropriate PrimeWay products and services Making outbound phone calls to existing members Originating and closing consumer loans in a timely manner by guiding the member through the process and setting proper expectations from application through to funding Demonstrating accountability of personal contributions toward all personal, team and organizational goals in the areas of loans, GAP, extended warranties, debt protection, deposits and service Submitting business partner referrals when appropriate Qualifications Knowledge and Skills Ability to maintain significant levels of diplomacy and trust, in addition to normal courtesy and tact. Excellent communication skills; ability to use applicable computer software Ability to motivate or influence others Education and Experience High school education or GED 6 months 2 years relevant experience Credit Union or Banking experience: 2 years ADA Requirements Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance. |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | day |
| Source URL | https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=149413&clientkey=718E532B9B72FF7933D48F556C14E9E6 |
| Apply URL | https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=149413&clientkey=718E532B9B72FF7933D48F556C14E9E6 |
| First Seen At | 2026-05-31 19:07:25Z |
| Last Seen At | 2026-06-23 09:01:28Z |
| Last Checked At | 2026-06-23 09:01:28Z |
| Last Changed At | 2026-06-19 10:18:15Z |
| Inactive At | — |
| Source Posted At | 2025-08-12 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=paycom/board=718E532B9B72FF7933D48F556C14E9E6/date=2026-06-23/2026-06-23T09-01-27-611Z-2549262bd870da999b48257c25f2f7066c4bf9bcde402b0fc3fa83813b8c622a.json |
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Must by capable of regular, reliable and timely attendance.\",\"experienceRequirements\":\"Knowledge and Skills \\r\\n\\r\\n\\r\\n\\tAbility to maintain significant levels of diplomacy and trust, in addition to normal courtesy and tact. \\r\\n\\tExcellent communication skills; ability to use applicable computer software \\r\\n\\tAbility to motivate or influence others \\r\\n\\r\\n\\r\\n \\r\\n\\r\\nEducation and Experience \\r\\n\\r\\n\\r\\n\\tHigh school education or GED 6 months 2 years relevant experience \\r\\n\\tCredit Union or Banking experience: 2 years \\r\\n\\r\\n\\r\\n \\r\\n\\r\\nADA Requirements \\r\\n\\r\\n Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.\",\"validThrough\":\"-0001-11-30\"}",
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"qualifications": "<h1 style=\"margin-left:.5pt;margin-right:0in;\"><strong><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Knowledge and Skills </span></span></span></strong></h1>\r\n\r\n<ul>\r\n\t<li><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ability to maintain significant levels of diplomacy and trust, in addition to normal courtesy and tact. </span></span></span></li>\r\n\t<li><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Excellent communication skills; ability to use applicable computer software </span></span></span></li>\r\n\t<li><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ability to motivate or influence others </span></span></span></li>\r\n</ul>\r\n\r\n<p style=\"margin-left:0in;margin-right:0in;\"><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><strong> </strong></span></span></span></p>\r\n\r\n<h1 style=\"margin-left:.5pt;margin-right:0in;\"><strong><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Education and Experience </span></span></span></strong></h1>\r\n\r\n<ul>\r\n\t<li><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">High school education or GED 6 months 2 years relevant experience </span></span></span></li>\r\n\t<li><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Credit Union or Banking experience: 2 years </span></span></span></li>\r\n</ul>\r\n\r\n<p style=\"margin-left:0in;margin-right:0in;\"><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><strong> </strong></span></span></span></p>\r\n\r\n<h1 style=\"margin-left:.5pt;margin-right:0in;\"><strong><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">ADA Requirements </span></span></span></strong></h1>\r\n\r\n<p style=\"margin-left:18.5pt;margin-right:0in;\"><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"> Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.</span></span></span></p>",
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