Online Banking Finance Jobs

1 job found

1mo ago

Financial Services Representative

Dominion Bank Grapeland, TX

Grapeland, TX

1mo ago Closed

$34k - $38k/yr Full time Advisor Banking Client Relations

This position is no longer accepting applications (closed Jul 20, 2026).

Job Description

Dominion Bank is seeking a motivated, detail-oriented Financial Services Representative to serve clients onsite in Grapeland, TX.

Responsibilities

Consult with clients to identify financial goals and needs.
Provide expert guidance on bank products and services.
Assist clients in selecting from a range of accounts, products, and services.
Discuss and manage documents related to the bank's electronic banking service.
Prepare documents for electronic banking services.
Process electronic banking documents as required.
Decide on the opening of new accounts.
Complete forms required to open new accounts.
Apply basic math and retail math to analyze client financial situations.
Maintain ongoing communication to support relationship management.
Stay informed on industry trends and regulatory changes.

Requirements

Proven experience in customer service, preferably in financial or retail settings.
Strong sales background with a focus on relationship management.
Familiarity with financial services and products is highly desirable.
Proficient with financial software tools for managing client accounts.
Basic math skills are essential.
Knowledge of retail math is a plus.
Ability to explain complex financial concepts in an understandable way.

Benefits

401(k) retirement plan
Employer matching for 401(k)
Accidental Death and Dismemberment insurance
Bereavement leave
Dental coverage
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid sick leave
Paid time off
Prescription drug coverage
Vision coverage

Overview

We are seeking a motivated and detail-focused Financial Representative to join our team. In this role, you will deliver outstanding customer service while assisting clients with their financial needs. You will build and sustain strong client relationships, ensuring tailored financial solutions fit each client's unique circumstances.

Physical Setting

Office

Work Location

In person

Job Type

Full-time

Pay

$34,000.00 - $38,000.00 per year

View full job page →

Get Online Banking Finance Jobs alerts

New Online Banking Finance Jobs, daily.