37 Financial Services Sales And Management jobs in Houston.

Hiring now: Associate Dir Corporate B @ Scotiabank, Credit Analyst Iii @ Simmons Fi, Loan Sales Spec Dairy Ash @ Onemain Fi, Member Loyalty Partner @ Oportun, Sr Underwriter @ Transameri, Mortgage Originator @ Smart Fina, Money Transfer Sales Rep @ Idt, Sr Underwriter Fannie Mae @ Berkadia, Associate Banking Advisor @ Northern T, Commercial Banker Develop @ Citizens.Explore more at jobswithgpt.com.

🔥 Skills

financial services (9) compliance (8) customer service (8) sales (5) underwriting (4) teamwork (4) communication skills (4) financial planning (4) credit risk (3) client relationships (3)

đź“Ť Locations

Houston (34) Sugar Land (3)
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Scotiabank

Associate Director, Corporate Banking - U.S. Structuring & Execution, CIR Houston
Skills & Focus: corporate banking, credit risk, deal due diligence, financial modeling, investment grade, non-investment grade, client relationships, regulatory compliance, negotiation, borrower compliance
About the Company: Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve su…
Experience: 4-7 years of experience in corporate banking investment grade and non-investment grade credit risk analysis.
Salary: 185,000.00 - 185,000.00
Benefits: Flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social heal…

Simmons First National Corporation

Credit Analyst III Houston
Skills & Focus: credit analysis, commercial loans, underwriting, risk assessment, coaching and mentoring, credit approval process, financial analysis, customer calls, lending decisions, compliance
About the Company: We're committed to bringing passion and customer focus to the business.
Experience: 5+ years’ work related experience and / or training preferred

Scotiabank

Manager, Mortgage Capital Markets Credit Risk Houston
Skills & Focus: financial analysis, credit risk, mortgage, derivatives, securities, portfolio, adjudication, customer focused, regulations, lending policies
About the Company: Scotiabank is a leading bank in the Americas, helping customers achieve success through a broad range of banking and financial services.
Experience: 1-3 years
Salary: 76,500.00 - 142,120.00
Type: Full-time
Benefits: Flexible benefit programs designed to support unique family, financial, physical, mental, and social health needs.

Simmons First National Corporation

Credit Analyst II Houston
Skills & Focus: credit analysis, commercial loans, creditworthiness, financial statements, risk assessment, loan agreements, credit approval, cash flow analysis, financial spreading, analytical skills
Experience: 3-5 years’ work related experience and/or training preferred

Onemain Financial

Loan Sales Specialist - Dairy Ashford Houston
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Finance, Leadership
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full Time and Part Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Oportun

Member Loyalty Partner Houston
Skills & Focus: customer service, outreach, community events, sales, financial services, education, engagement, marketing, teamwork, lead capture
About the Company: Oportun (Nasdaq: OPRT) is a mission-driven fintech that puts its 2.0 million members' financial goals within reach. With intelligent borrowing, savings, and bu…
Experience: Customer service, cashier, sales, or hospitality experience
Type: Full-Time

Transamerica

Senior Underwriter Houston
Skills & Focus: underwriter, risk assessment, health underwriting, financial services, collaborative team, digital tools, initiative, multi-tasking, communication skills, productivity demands
About the Company: Transamerica has been helping people feel better about the future for more than 100 years. It is part of Aegon, an international financial services group that …
Experience: A minimum of 4 years life or health underwriting experience
Salary: $73-102K
Type: Full-time
Benefits: Comprehensive benefits package including competitive pay, pension plan, 401k match, employee stock purchase plan, tuiti…

Scotiabank

Senior Manager, U.S. Credit Risk Houston
Skills & Focus: credit risk, financial analysis, credit adjudication, risk management, customer-focused culture, product coverage, credit policies, financial projections, collaboration, mentorship
About the Company: Scotiabank is a leading bank in the Americas. Guided by our purpose: 'for every future', we help our customers, their families and their communities achieve su…
Experience: 4-7 years of experience in financial and credit risk analysis
Salary: 117,400.00 - 224,700.00
Benefits: Flexible benefit programs designed to help support unique family, financial, physical, mental, and social health needs.

Smart Financial Credit Union

Mortgage Originator Houston
Skills & Focus: mortgages, loan applications, customer service, credit reports, financial data, refinance, pre-qualification letters, interest rates, pipeline maintenance, NMLS
About the Company: Smart Financial Credit Union was ranked as Houston's Best Places to Work! Five consecutive years in a row! Source: Houston Business Journal, 2011, 2012, 2013, …
Experience: Three to five years of similar or related experience
Salary: Competitive salary
Type: Full-time
Benefits: Competitive salary and top-tier benefits. Tuition reimbursement program; full-time employees can receive up to $4,000 p…

Idt

Money Transfer Sales Representative Houston
Skills & Focus: Sales Representative, Money Transfer, Communications, Financial Services, Negotiating Agreements, Target New Markets, Travel to Prospect, Recruit New Agents, Regional Sales Team, Internal Teams
About the Company: IDT is a leading communications and financial services company.
Money Transfer Sales Representative Houston
Skills & Focus: Sales Representative, Money Transfer, Communications, Financial Services, Negotiating Agreements, Target New Markets, Travel to Prospect, Recruit New Agents, Regional Sales Team, Internal Teams
About the Company: IDT is a leading communications and financial services company.

Scotiabank

Associate Director, Corporate Banking - U.S. Structuring & Execution (Healthcar… Houston
Skills & Focus: Corporate Banking, Investment Banking, Credit Risk Analysis, Due Diligence, Financial Modelling, Client Relationships, Transaction Structuring, Operational Risk Management, Regulatory Compliance, Healthcare Sector
About the Company: Scotiabank is a leading bank in the Americas, providing a broad range of advice, products, and services in personal and commercial banking, wealth management, …
Experience: 4-7 years of experience in corporate banking investment grade and non-investment grade credit risk analysis.
Salary: 185,000.00 - 185,000.00
Benefits: Flexible benefit programs designed to support unique family, financial, physical, mental, and social health needs.

Berkadia

Senior Underwriter - Fannie Mae Houston
Skills & Focus: underwriting, commercial real estate, credit judgment, technical expertise, project management, compliance, mentoring, collaboration, process improvements, legislation
About the Company: Berkadia is committed to a culture that strives for excellence – a place where your contributions are valued, you are empowered to create positive impact, and …
Experience: 5-7+ years of relevant experience required
Salary: $150,000 - $200,000 USD
Benefits: Monthly paid volunteer hours and donation matching; Employee Resource Groups; Fertility and family planning services; U…

Smart Financial Credit Union

Consumer Loan Closing Specialist Houston
Skills & Focus: consumer loan services, financial services, Credit Union, audits, processing, federal laws, state laws, DocuSign, data entry, customer service
About the Company: Smart Financial Credit Union was ranked as Houston's Best Places to Work five consecutive years in a row! It offers a competitive salary and excellent top-tier…
Experience: A minimum of one year up to three years of similar or related experience.
Type: Part-time
Benefits: Competitive salary, excellent top-tier benefits, and tuition reimbursement program up to $2,000 per year.

Onemain Financial

Loan Sales Specialist - Westheimer Houston
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Trainee, Credit
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-time and Part-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Northern Trust

Associate Banking Advisor Houston
Skills & Focus: financial servicing, credit analysis, underwriting, client servicing, banking products, loan documents, business development, communications, financial statements, compliance
About the Company: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. We provi…
Experience: Minimum of one year experience performing credit analysis and underwriting.
Type: Full-time
Benefits: Flexible and collaborative work culture, commitment to assisting communities, reasonable accommodations for disabilitie…

Citizens

Commercial Banker Development Program Associate Houston
Skills & Focus: Commercial Banking, Development Program, Finance, Banking, Customer Service, Investment, Private Client, Mortgage, Relationship Management, Career Growth
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and…
Type: Full Time

Spaulding Ridge

OneStream Engagement Lead Houston
Skills & Focus: Engagement Lead, Financial Close, Client Relationship, Business Transformation, Project Management, Sales, Cloud Solutions, Account Reconciliations, Financial Reporting, OneStream
About the Company: Spaulding Ridge is an advisory and IT implementation firm that helps global organizations gain financial clarity on complex operational decisions, impacting pr…
Experience: Proven experience as an engagement/project manager in technology or management consulting
Benefits: Competitive benefits package including medical, dental, vision, 401(K), life insurance, flexible time off, paid holiday…

Citizens

Commercial Banker Development Program Associate Houston
Skills & Focus: banking, financial services, customer service, business development, sales, commercial banking, client relationship, internship, digital technologies, innovation
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Type: Full Time

Transamerica

Business Development Director Houston
Skills & Focus: Business Development, retirement plans, financial intermediaries, sales goals, networking, prospection, ERISA, interpersonal skills, public speaking, presentation skills
About the Company: Transamerica is a financial services company that offers insurance, retirement, and investment solutions to help people live their best lives. It has a diverse…
Experience: Two years of experience in the retirement plan industry
Salary: $150,000 per year (base pay: $75,000 + $75,000 commission)
Type: Full-time
Benefits: Comprehensive benefits package including competitive pay, pension plan, 401k match, employee stock purchase plan, tuiti…

Sonicautomotive

F&I Manager Houston
Skills & Focus: financing options, aftermarket products, compliance, profitability, finance products, extended warranties, maintenance plans, GAP insurance, customer service, sales team collaboration

Oportun

Member Loyalty Partner Houston
Skills & Focus: customer service, outreach, sales, community events, financial services, bilingual, teamwork, education, relationships, cash handling
About the Company: Oportun (Nasdaq: OPRT) is a mission-driven fintech that puts its 2.0 million members' financial goals within reach. With intelligent borrowing, savings, and bu…
Experience: Customer service, cashier, sales, or hospitality experience
Type: Full-Time

Merrill Wealth Management

Financial Solutions Advisor Houston
Skills & Focus: investment management, relationship building, client solutions, financial planning, wealth management, portfolio management, sales performance, goal setting, diversity, professional development
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Two years in financial service and/or sales environment
Type: Full-time

Lincoln Financial

External Wholesaler - MoneyGuard Houston
Skills & Focus: external sales, financial services, business plan, sales goals, brokerage sales, relationship management, sales revenue, market share, compliance, communication skills
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…
Experience: 3-5 years’ external sales experience in the financial services industry
Salary: $190,000 - $480,000
Type: Remote
Benefits: PTO/parental leave, Competitive 401K and employee benefits, Free financial counseling, health coaching and employee ass…

Fab

Client Relationship Manager - Energy & Natural Resources Houston
Skills & Focus: client relationships, credit risk management, KYC, product origination, trade finance, project finance, working capital solutions, cash management, risk management, sector trends
About the Company: FAB is a major financial institution focusing on energy and natural resource clients.
Type: Full-time

Oportun

Member Loyalty Partner Houston
Skills & Focus: customer service, sales, outreach, community events, promote, educate, financial services, teamwork, bilingual, relationship building
About the Company: Oportun (Nasdaq: OPRT) is a mission-driven fintech that puts its 2.0 million members' financial goals within reach. With intelligent borrowing, savings, and bu…
Type: Full-Time

Beyond Finance

Negotiations Specialist Houston
Skills & Focus: negotiation, client relationships, debt management, communication skills, teamwork, CRM systems, time management, financial guidance, client-focused, fast-paced environment
About the Company: At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. T…
Experience: Bachelor’s degree in a relevant field (e.g., Business Administration, Finance, Banking, Actuarial Science) is preferred. Exceptional communication skills, including listening, verbal, and written abilities. Ability to thrive in a fast-paced environment. Strong commitment to teamwork, collaboration, and fostering an inclusive environment. A deep passion for assisting others, with a client-focused approach.
Salary: $21 - $21 USD
Type: Full-time
Benefits: Considerable employer contributions for health, dental, and vision programs; Generous PTO, paid holidays, and paid pare…

Argo Group

Underwriting Technical Specialist, Construction, Middle Market Houston
Skills & Focus: underwriting, portfolio management, broker relations, market analysis, analytical skills, customer service, presentation skills, business plan, performance management, technical skills
About the Company: Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We’re an innovative organization tha…
Experience: 8 years underwriting experience
Benefits: Comprehensive health, wellness, and financial planning options, competitive compensation and merit driven profit sharin…

Lincoln Financial Group

External Wholesaler - Retirement Plan Services Houston
Skills & Focus: sales, retirement, financial services, business plan, relationship management, growth goals, market share, sales revenue, compliance, communication skills
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…
Experience: 3-5 years’ external sales experience in the financial services industry
Salary: $190,000 - $480,000
Type: Remote
Benefits: Clearly defined career tracks, PTO, 401K, competitive employee benefits, financial counseling, tuition assistance

Institutional Property Advisors (Ipa)

Originator Houston
Skills & Focus: sourcing, debt, equity, capital transactions, commercial banks, bridge loans, construction loans, capital markets, client liaison, transaction oversight
About the Company: A division of Marcus & Millichap, Inc. (NYSE: MMI) specializing in capital markets services.
Type: Full-time

Citizens

Commercial Banker Development Program Associate Houston
Skills & Focus: Commercial lending, Credit Analysis, Financial analysis, Mentorship, Networking, Accounting, Analytical skills, MS Office proficiency, Portfolio management, Credit policy
About the Company: Citizens is committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.
Experience: Current students enrolled in an undergraduate or graduate program, graduating between Winter 2024 – Spring 2025 or candidates with ~1 year of full-time work experience in a related field.
Type: Full Time
Benefits: We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity l…

Lennar

Loan Officer Associate Houston
Skills & Focus: Loan Officer, Customer Relations, Mortgage, Education, Training, Development, Sales Support, Operational Training, Documentation, Team Collaboration
About the Company: Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, a…
Type: Full-Time
Benefits: Comprehensive health insurance plans (Medical, Dental, Vision), 401(k) Retirement Plan with company match, Paid Parenta…

Ameriprise Financial

Associate Branch Manager Houston
Skills & Focus: advisors, client acquisition, financial planning, retention, business planning, coaching, leadership, sales success, compliance, growth
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3+ years of people management and 4+ years of professional experience
Type: Full-time

Pennington Wealth Management

Associate Financial Advisor Houston
Skills & Focus: Financial Planning, Marketing, Client Acquisition, Risk Tolerance, Client Relationships, Product Solutions, Business Growth, Team Culture, Professional Development, Wealth Advising
About the Company: Pennington Wealth Management, founded by Darrell Pennington in 1996, is a respected name in the wealth advising industry, recognized by Forbes, Barron’s, and o…
Experience: 2+ years of relevant experience
Salary: $70,000 - $250,000+
Type: Full-time
Benefits: Comprehensive compensation including a competitive salary, retirement and financial security plans, health and insuranc…

Ameriprise Financial

Branch Manager Sugar Land
Skills & Focus: branch management, recruiting, business growth, coaching, leadership, client experience, sales activities, culture development, compliance, financial services
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3 - 5 years of relevant work experience
Type: Full-time

Merrill Wealth Management

Financial Solutions Advisor Sugar Land
Skills & Focus: investment management, relationship building, client solutions, financial planning, wealth management, portfolio management, sales performance, goal setting, diversity, professional development
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Two years in financial service and/or sales environment
Type: Full-time

Ameriprise Financial

Registered Client Service Associate Sugar Land
Skills & Focus: financial planning, client interactions, portfolio materials, analytical skills, investment research, client meetings, new business paperwork, administrative duties, organization, time management
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. We advise and manage assets and in…
Experience: 3 - 5 years relevant experience required
Type: Full-time