Banking And Financial Services Jobs in Murphy, TX

The Planet Fitness mission is to provide a unique environment in which anyone can be comfortable in a diverse, judgment-free zone where a lasting, active lifestyle is built. Our product is a tool that can be used by anyone. In the end, it's all about you. As we evolve and educate ourselves, we will seek to perfect this safe, energetic environment, where everyone feels accepted and respected. We are not here to kiss your butt, only to kick it if that's what you need. We need you, because face it, our planet wouldn't be the same without you. You belong!

Organization Overview:

Title: Member Services Representative

Reports To: Club Manager

FLSA Classification: Non-Exempt

The Opportunity:

Look no further if you like to have fun, positively impact people, and grow your leadership skills in the coolest place on the planet. United FP is dynamic, growing and continually evolving. You must be self-motivated. You should think like an entrepreneur, constantly innovating and driving positive change. Most importantly, you deliver consistently and over the top results! A role with United FP Partners is an opportunity to be a part of something special. If you would love working for a rapidly, growing company that changes people's lives for the better every day, helps them live healthier, doesn't judge anyone, and supports their communities and the Boys and Girls club, then this may be your dream job!

What You'll Be Doing:

As a Member Services Representative you are a high energy, positive member of the team providing members with an unprecedented experience and encouraging them in achieving their fitness goals. You will make them feel like family in a clean, judgment-free environment. You will create raving fans by delivering +1% customer service, continually engaging and encouraging our members to succeed on their fitness journey.

Responsibilities include:

Ensuring our club is super clean because our members value this and we're known for that too.

Finding new and current members to join the fitness trainer in fitness classes.

Impressing new and existing members when you introduce them to our Black Card amenities. They're going to want these benefits!

Helping the entire team at the welcome desk checking in our members while providing greetings and farewells to them. Assisting with fun energetic, non-high-pressure tours, as well as member enrollment, and other club responsibilities.

Being a leader! Being passionate love what you do! Have fun and invite members to do the same!

Your schedule will vary. Shift could involve any of our hours of operation, including weekends and holidays.

United FP offers competitive salaries, PF Black Card membership and opportunities for growth.

Qualifications:

What You'll Bring to the Table:

Birthdate that confirms you are a minimum of 18 years of age.

Passion for helping others.

Understanding the physical demands may involve but are not limited to, communicating, standing, walking, bending, lifting up to 50lbs, reaching, climbing, balancing, kneeling and handling potentially hazardous chemicals.

On-time dependability because you know people are counting on you.

High School diploma or GED equivalent.

Physical Demands:

Must be able to occasionally lift, push, or pull at least 50 lbs.

Must be able to stand, walk, sit, reach with hands and arms, bend, balance, stoop, kneel, twisting, or crouch.

Primary Purpose: The Chief Financial Officer will provide leadership for all budgets and financial decisions for the charter. Develop and execute strategic plans and charter-wide policies and programs related to financial activities. Direct and lead all departments relating to finance including accounting, accounts payable/receivable, tax and finance, budget/financial planning, procurement, debt services, compliance, auditing, and federal grants. Projects and reports financial health to the CEO and Board members.

Qualifications: Education/Certification: Bachelor’s Degree in Business Administration, Finance, or Economics Master’s Degree Preferred Certified Public Accountant Certification Preferred Special

Knowledge/Skills: Comprehensive understanding of how to develop financial models for sustainability and efficiency to utilize all available resources including grants management for cash flow cycling. Capable of leading a team of finance professionals, proficient in management accounting software, payroll systems, and procurement systems from selection to alignment and implementation.

Extreme flexibility, with a strong work ethic and an entrepreneurial spirit to accommodate the high level of responsibility and multiple priorities.

Ability to work effectively in a fluid environment and with a wide range of constituents, including board members, financial institutions, Texas Education Administration, school personnel, and vendors to establish a culture of support, compliance, accountability, and performance.

Experience: Five years of significant work experience with organizations as a CFO or Director of Finance with non-profit or education organizations strongly preferred

Major Responsibilities and Duties:

Leadership Roles: Strategic oversight for multiple departments and/or a major division or for the entire district. Provides strategic direction and develops long-range plans which impact multiple departments or divisions. Using in-depth knowledge of multiple disciplines identifies and evaluates high-impact issues and provides strategy and direction to a major functional area or multiple departments. Establishes programs and policies, and ensures integration of operational objectives across multiple, major departments, program areas, and possibly charter wide.

Work Complexity/Independent Judgement: Work is highly complex and broad in scope covering several departments/divisions across ILTexas. Policy, procedures, and precedent are created and approved by this position. Supervision received typically consists of providing periodic coaching, advice, and feedback.

Budget Authority: Approves Budgets Problem Solving: Greater latitude and discretion is warranted in making decisions, which affect major areas of ILTexas and possibly the organization's public image. The job is constantly expected to apply creative solutions to complex problems and develop new ideas and concepts. Reviews and approves decisions and/or recommendations that may have a significant impact on the entire organization.

Impact of Decisions: Decisions have a major impact to multiple departments and impact the general direction of ILTexas. Errors may cause continuous adverse influence on the future operations and growth of the organization, in matters involving important customer commitments, organizational liability, and other matters which may appreciably affect future costs.

Communication/Interactions: Oversee and direct - serves as one of the organization's senior-level spokespersons in area of expertise, defines and champions change initiatives, organizational strategies, services, policies, and practices. Interactions are typical with Top Management, the Board, and community and business leaders.

Customer Relationships: Anticipates customer needs and identifies and champions opportunities for the development and implementation of new services and methods to meet or exceed customer needs. Establishes customer service standards and feedback mechanisms across departments.

Financial Planning and Projections: Leads ILTexas’s financial planning and multi-year forecasting to ensure long-term fiscal sustainability. Responsibilities include developing the annual budget, maintaining rolling projections aligned to enrollment, Foundation School Program (FSP) revenues, federal funding, staffing models, capital plans, and debt service, and conducting scenario-based analyses to inform executive and Board decision-making. The CFO proactively identifies financial risks and opportunities, ensuring alignment between strategic priorities and available resources while maintaining full regulatory compliance.

Additional Duties: Any and all other duties assigned by immediate supervisor. Supervisory Duties: Supervise, evaluate, and recommend the hiring and firing of Finance department employees.

Mental Demands/Physical Demands/Environmental Factors:

Tools/Equipment Used: Standard office equipment including personal computer and peripherals

Posture: Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting

Motion: Repetitive hand motions including frequent keyboarding and use of mouse; occasional reaching

Lifting: Occasional light lifting and carrying (less than 15 pounds)

Environment: May work prolonged or irregular hours; frequent districtwide travel; occasional statewide travel and out-of-state travel

Mental Demands: Work with frequent interruptions, maintain emotional control under stress

Water Utility Financial Analyst/Consultant

NewGen Strategies & Solutions is a management consulting firm with offices nationwide. We specialize in three core practices, Energy, Water, and Solid Waste, providing strategic insight and practical solutions to help our clients achieve their goals.

Our vision is to be the consulting company that makes a difference for our clients, our employees, and our communities. Guided by our core values, make an impact, foster innovation, expect quality, cultivate community, and be a trusted advisor, we are committed to excellence in everything we do.

At NewGen, our employees are our greatest asset, and every team member—at every level—has a voice.

The Financial Analyst/Consultant role in the Water Practice is an entry-level position with opportunity for advancement. We’re looking for SOLVERS—people who approach challenges with curiosity and enjoy solving complex problems, much like tackling puzzles. In this role, you’ll work directly with industry experts to build your skills while supporting water utility clients across the country.

Key Roles

• Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators
• Analyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial models
• Create understandable data visualizations using charts and user-friendly dashboards
• Clearly communicate results to clients in written reports and PowerPoint presentations
• Carry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision making
• Develop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practices

Required Qualifications

• Undergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field
• 1 to 3 years of experience in a finance- or data-related role
• Strong working knowledge of Microsoft Excel
• Familiarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.)
• Basic knowledge of Microsoft Word and PowerPoint

Preferred Qualifications

• Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI
• Experience in the utilities industry
• Knowledge of programming languages for data analysis, such as Python, R, or SQL

Qualities

At NewGen, we’re looking for SOLVERS, people who approach challenges with curiosity and thrive on solving complex problems. A SOLVER is:

• Structured — organized, methodical, and grounded in sound reasoning
• Ownership-driven — takes initiative and accountability for outcomes
• Logical— approaches problems with clear, evidence-based thinking
• Versatile— adapts quickly to changing needs, roles, and client priorities
• Elevating— lifts others through collaboration and positive influence
• Resourceful — finds creative, effective solutions even with limited information

Additional qualities include:

• Passion for and proficiency in Microsoft Excel (you will spend most of your day in spreadsheets!)
• Exceptional attention to detail
• Excellent written and verbal communication skills
• Highly organized, with the ability to self-manage multiple priorities and deadlines
• Ability to transform, combine, analyze, and summarize large (and often messy) data sets

What We Offer

Join our team of experts dedicated to making a positive impact on our clients' water consumption and costs. We offer a competitive compensation package, benefits, and opportunities for professional growth in a supportive and collaborative work environment.

• Base compensation of $68,000 - $75,000. The range provided is NewGen's reasonable estimate of the base compensation for these roles. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities.
• Annual bonuses of 8%, contingent on personal and company performance
• 401K plan with matching contributions
• Medical and dental insurance
• Paid vacations and holidays
• Paid maternity and paternity leave
• Meaningful opportunity for career progression within the organization
• Flexible work schedules (while being mindful of client deadlines)
• Ongoing training
• Office snacks and occasional group lunches and team-building activities

Additional Information

Location: Richardson, TX. In-person with the option to work from home two days per week.

Employee Type: Full-time. Exempt. Some overtime and travel will be required.

Legally Authorized to Work in United States: To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Our company has moved to 100% virtual, work-from-home positions. This position allows you to earn an incredible living without sacrificing your family life.

We're looking for enthusiastic individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day providing outstanding service and product knowledge.

Preferred Skills:

• Excellent communication skills, including active listening and problem-solving
• Ability to learn, adapt, and adjust on the go
• Works well with others and individually
• Possesses a strong work ethic and drive to succeed

What you can expect:

• Flexible Schedule with Weekly Pay
• 100% Remote Position
• Weekly Trainings lead by Top Leaders
• Life Insurance
• Health Insurance reimbursement
• Industry-leading resources and technology
• *In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing.

At Nothing Bundt Cakes, the Guest Services Representative sweetens up the place, setting the mood and making a stop in the bakery an event worth posting about. You'll get to play party planner by helping guests order the right cake for their celebrations and making sure their orders go off without a hitch. You'll make everyone feel welcomed, and you'll create an environment of generosity, happiness, and joy in your community. But it gets even better:

• Enjoy your evenings: We close earlier than most food service jobs.
• We offer flexible work schedules.
• We're keeping it casual. T-shirts and sneakers are where it's at!
• Cake discounts. Yummm!
• You don't have to be 18 to work here, so students can join us.
• This job is fun. It's literally a piece of cake!
• This is a great place to make new friends!
• You'll get trained. Not only on crafting cake, but on growing your career.
• We love to celebrate and bring joy to the community.

  Compensation: $10.00 - $11.00 per hour

  Join Our Growing Family

  From \"Happy Birthday\" to \"Just Because,\" Nothing Bundt Cakes is committed to bringing joy to our guests and our communities and helping make every celebration sweeter! Each bakery offers a warm and welcoming work environment with team members who embody this joy-filled brand and possess a Servant's Heart, the Spirit of a Champion and the ability to make Genuine Connections.

  With over 500 bakery locations in 40+ U.S states and in Canada, there's plenty of opportunity to join our family!

Wireless CCTV, LLC (“WCCTV”) located in Richardson, Texas, is a subsidiary of Wireless CCTV Ltd originally established and located in the UK. WCCTV is the market leader for rapid deployment, mobile surveillance systems specifically designed to deliver video securely and efficiently via 4G LTE networks. ( ).

The Company prides itself on developing innovative, customer-focused products and providing world-class customer support services. The Company's range of video surveillance solutions includes:

• Rapid deployment pole cameras
• Mobile surveillance trailers
• Time lapse video services

The Company is looking for an experienced Customer Service / Sales Order Administration Supervisor who is looking for a challenging and diverse role in a small but fast-growing business environment. You will enjoy a “hands on” role focused on providing best in class customer service by building strong customer relationships while maximizing the value of WCCTV’s products and services.

Full-time position with work hours of Monday through Friday, 8:00 am to 5:00 pm and located onsite at our U.S. headquarters in Richardson, TX.

Customer Onboarding / Sales Order Administration

• Supervise Customer Success Representatives responsible for the onboarding and ongoing support of all new and existing customers.
• Serves as the primary point of coordination between customers and internal teams to ensure a smooth, efficient onboarding experience. Ensure orders are reviewed, validated, and processed within defined SLA timeframes while maintaining a high level of accuracy and consistency.
• Ensure internal staff are clearly communicating to customers the onboarding process, timelines, and next steps after placing an order ensuring that they have access to all required systems, documentation, and support resources.
• Coordinate closely with Service, Production, and Operations to confirm site details, order requirements, deployment readiness, and scheduling.
• Ensure staff members communicate order updates and/or changes to both internal teams and customers in a clear and timely manner.
• Ensure customers are followed up the next day following installation.
• Ensure accurate records, reporting, and visibility into onboarding status, account activity, and SLA performance within the ticketing system.
• Identify and resolve onboarding issues that could impact deployment timelines or customer satisfaction and serve as point of escalation as required.
• Monitor customer feedback and onboarding metrics, using data to continuously improve the onboarding experience.
• Support continuous improvement of onboarding processes, workflows, and documentation to improve efficiency and client experience.
• Implement and refine customer success tools and technologies to enhance efficiency and effectiveness.

Ongoing Customer Support

• Ensure that internal staff respond to all incoming calls and emails from customers and timely assistance is provided on their WCCTV surveillance equipment.
• Monitor ticket queue ensuring internal staff are initiating action on all tickets, monitor closure and ensures compliance for ticket resolution and response times meet established SLAs.
• Evaluate common areas/topics where customer questions arise and identify additional support and/or refresher training as needed.
• Analyze customer inquiry data to identify trends and insights, driving improvements in customer support processes and strategies.
• Delivers customer feedback as a voice of the customer to internal teams identifying customer needs, ideas & challenges. Advocates for customer needs internally, influencing product development and service offerings.

Supervisory Responsibilities:

• Effectively train, manage, and develop staff ensuring successful delivery of the customer success function, including agreed KPI’s.
• Responsible for the hiring, discipline and training of assigned staff in conjunction with Department Manager.
• Review time off requests and ensure adequate staff levels are in place at all times.
• Monitors staff performance ensuring all customer service level agreements (SLAs) are met or exceeded.
• Establish KPIs for staff, evaluate performance against KPIs and job responsibilities and conduct quarterly performance reviews. Takes remedial action as required if an individual’s performance does not meet the required standards.
• Conducts regular team meetings and 1-2-1s with direct report lines.
• Identify & implement improvements within the team to ensure efficiencies within all processes.

Education and Experience Requirements:

• High school degree or equivalent required; Associate degree in Business, Management or related discipline preferred.
• Minimum of four to six years of customer call center or customer facing help desk experience supporting technology related products required. Previous customer onboarding experience preferred.
• Two to three years of previous supervisory experience within a help desk, call center or related operation required.
• Previous experience working cross-functionally with Sales, Operations, Production advocating for customers.
• Proven track record of successfully developing and executing customer success strategies.
• A passion for helping customers succeed and a commitment to delivering exceptional service.
• Strong leadership and supervisory skills, with experience leading high-performing teams.
• Effective computer skills to include Microsoft Office, service ticketing systems, knowledge base, ERP and related computer software required. Experience with Zoho preferred.
• Experience developing, tracking and evaluating customer success performance metrics.
• Ability to multi-task, demonstrate initiative and focus on delivering high quality results leading to improved customer satisfaction.
• Strong problem-solving skills, analytical, and a proactive approach to addressing customer needs.
• Strong time management, organization and problem-solving skills required. Ability to work under pressure and with shifting priorities is a must.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with employees, customers, and internal teams.

Compensation and Benefits:

• Competitive salary range of $60,000 to $63,000 per year depending upon experience.
• 10 days paid vacation (increases with length of service) + seven (7) paid Company holidays.
• Company provided medical, dental, vision, FSA and life/AD&D insurance plans.
• 401k Plan with Company match of up to 4% and immediate vesting.

WCCTV is committed to the success of its employees and demonstrates this through our development of people. The successful candidate can expect to receive comprehensive training, coaching and support as well as opportunities for advancement.

WCCTV is an Equal Opportunity Employer.

Our client is seeking a Product Manager Associate to support key initiatives within their banking products team. This role will focus on building and enhancing product capabilities while supporting the ongoing Apple Card transition. The ideal candidate will bring strong product management experience, a data-driven mindset, and familiarity with consumer banking products such as savings and checking accounts.

Key Responsibilities:

• Partner with Engineering, Legal, and Compliance teams to design and implement new product features.
• Lead Agile product development processes, including backlog grooming, sprint planning, and user story development.
• Gather and analyze stakeholder feedback to inform product enhancements and prioritization.
• Track and monitor key performance metrics and outcomes to measure product success.
• Develop and maintain control frameworks, processes, and procedures for owned product areas.
• Support projects focused on automation of large data sets and operational processes, including customer outreach initiatives.
• Collaborate cross-functionally to ensure product initiatives are delivered successfully from concept through launch.

Required Qualifications:

• Prior Product Management experience delivering initiatives from planning through launch.
• Strong ability to collaborate with cross-functional stakeholders across engineering, legal, and compliance teams.
• Experience working with data and analytics to drive product decisions.

Preferred Qualifications:

• Background working with consumer banking products, such as savings accounts, checking accounts, or transfers.
• Experience supporting financial services or fintech products.
• Familiarity with Agile product development environments.

Seeking an onsite Document Specialist to join a Fortune 500 Financial Services Corporation. The department is a high volume and fast paced line of business. As a Document Specialist, you will be assigned various documentation and administrative tasks daily that will exercise your strengths in time management and prioritization.

In this role you will effectively manage the following tasks:

• Physically review 100-300 documents daily to check for accuracy
• Review incoming mail - document the system of record, distribute to the team, or re-route to the correct department
• Make outbound calls to collect additional information from customers if we are unsuccessful with processing their request
• Responsible for faxing, mailing, and overnighting over 100 documents daily
• Assist with other duties and projects as assigned
• Perform data entry and data collection tasks accurately and efficiently as needed
• Utilize Microsoft Excel to create and maintain spreadsheets
• File and organize documents in both electronic and physical formats

Required:

• Attention-to-detail is a must, as the primary function of this role is to review auto finance contracts.
• This position also involves filing paperwork, pulling files off the shelf, and other various tasks.
• Must be able to use word processing applications and electronic worksheets to accurately track and record metrics.
• Ability to identify documents required for legal retention
• Satisfying file and image requests from multiple sources, reports, people, and other internal departments.
• Strictly adhere to company procedures and policies, in addition to process procedures
• Being flexible as business needs may require
• Must be dependable and consistently show up to work at designated scheduled time.
• Demonstrate ability to multi-task with a balance of speed and accuracy
• Must be self-motivated and demonstrate the ability to work independently with a high degree of attention to detail.
• Must be able to meet and maintain 99% accuracy and efficiency standards set forth for all job duties.

Qualifications:

• High School Diploma
• At least 1 year of file-room experience or 1 year of experience in an office/call center setting
• Basic knowledge of Google Suite (Sheets, Docs, G-Mail)
• Basic knowledge and experience with Microsoft Office (Excel/Word)
• MUST report onsite Monday – Friday
• Positive morale and attitude
• Strong organization skills and attention to detail
• Must be able to work in a high volume, fast paced environment
• Proven data entry and documentation management experience
• Ability to work independently and prioritize tasks effectively
• Excellent written and verbal communication skills

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Seeking an onsite Data Entry Clerk to join a Fortune 500 Financial Services Corporation. The department is a high volume and fast paced line of business. As a Data Entry Clerk, you will be assigned various documentation and administrative tasks daily that will exercise your strengths in time management and prioritization.

In this role you will effectively manage the following tasks:

• Physically review 100-300 documents daily to check for accuracy
• Review incoming mail - document the system of record, distribute to the team, or re-route to the correct department
• Make outbound calls to collect additional information from customers if we are unsuccessful with processing their request
• Responsible for faxing, mailing, and overnighting over 100 documents daily
• Assist with other duties and projects as assigned
• Perform data entry and data collection tasks accurately and efficiently as needed
• Utilize Microsoft Excel to create and maintain spreadsheets
• File and organize documents in both electronic and physical formats

Required:

• Attention-to-detail is a must, as the primary function of this role is to review auto finance contracts.
• This position also involves filing paperwork, pulling files off the shelf, and other various tasks.
• Must be able to use word processing applications and electronic worksheets to accurately track and record metrics.
• Ability to identify documents required for legal retention
• Satisfying file and image requests from multiple sources, reports, people, and other internal departments.
• Strictly adhere to company procedures and policies, in addition to process procedures
• Being flexible as business needs may require
• Must be dependable and consistently show up to work at designated scheduled time.
• Demonstrate ability to multi-task with a balance of speed and accuracy
• Must be self-motivated and demonstrate the ability to work independently with a high degree of attention to detail.
• Must be able to meet and maintain 99% accuracy and efficiency standards set forth for all job duties.

Qualifications:

• High School Diploma
• At least 1 year of file-room experience or 1 year of experience in an office/call center setting
• Basic knowledge of Google Suite (Sheets, Docs, G-Mail)
• Basic knowledge and experience with Microsoft Office (Excel/Word)
• MUST report onsite Monday – Friday
• Positive morale and attitude
• Strong organization skills and attention to detail
• Must be able to work in a high volume, fast paced environment
• Proven data entry and documentation management experience
• Ability to work independently and prioritize tasks effectively
• Excellent written and verbal communication skills

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.