51 financial representative jobs at 24 companies in Cornelius, NC
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Financial Representative
Fort Mill or Charlotte
$68k-$113k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63+65 or 66 licensure, 1+ years client experience in financial services, strong phone-based relationship and transaction skills, proficient with Microsoft Office and web applications.
Microsoft Office
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Senior Financial Representative
Fort Mill or Charlotte
$90k-$150k/yr OnsiteFull Time
2+ YOESeries 7 and 63/65 or 66 required, bachelor’s degree or equivalent experience, 2+ years client experience in financial services, strong telephone and relationship management skills, proficiency with Microsoft Office.
Microsoft Office
1d
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Financial Services Representative
Charlotte or Lancaster or Rock Hill
OnsiteFull Time
2+ YOERequires 2 years of financial institution or customer service experience, an associate degree, strong communication skills, independent accuracy, computer proficiency, and availability Monday through Friday.
Online Banking, Mobile Banking, Microsoft Excel
2w
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College Financial Representative, Internship Program
Charlotte, North Carolina, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably junior or senior, with entrepreneurial interest, sales curiosity, campus involvement, strong time management, and interest in financial literacy and planning tools.
planning software platforms
3w
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Financial Representative - Seeking Growth
Charlotte, North Carolina, United States
$97k-$192k/yr HybridFull Time
Active or quickly obtainable SIE and Life/Health licenses, strong client-facing and leadership potential, sales orientation, willingness to recruit and develop others.
1mo
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Financial Service Representative
Rock Hill, South Carolina, United States
$16-$23/hr OnsiteFull Time
High school diploma or equivalent; strong customer service and sales skills; excellent communication; problem-solving and adaptability; prior customer service/finance experience preferred.
2w
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Financial Services Representative
Fort Mill, South Carolina, United States
$15-$20/hr OnsiteFull Time
High school diploma, driver's license, reliable transportation and insurance, sales or customer-facing experience, strong communication skills, basic computer skills, and ability to obtain insurance licensing.
1mo
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Financial Service Representative
Rock Hill, South Carolina, United States
$16-$23/hr OnsiteFull Time
High school diploma required; customer service or sales experience preferred but not required. Strong communication, sales mindset, problem-solving, and team orientation. Training and mentoring provided.
1mo
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Financial Service Representative
Rock Hill, South Carolina, United States
$16-$23/hr OnsiteFull Time
Provide customer service and sales in consumer finance; high school diploma required; strong communication, problem-solving, and sales skills; customer-service or finance experience preferred.
4w
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Financial Services Representative - State Farm Agent Team Member
Weddington, North Carolina, United States
OnsiteFull Time
3+ YOE3+ years in financial services, analytical and communication skills; Series 6/63/65 or SIE licenses preferred.
2mo
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Financial Services Representative - State Farm Agent Team Member
Belmont, North Carolina, United States
$50k-$80k/yr OnsiteFull Time
0+ YOEActive Life & Health license required; Series 6/63/65 or 7 preferred; experience in financial services or insurance; strong communication and analytical skills.
1mo
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Float Financial Services Representative (Personal Banker)
Boone or Lenoir or Morganton or Hickory
FieldFull Time
1+ YOEBachelor's with 1 year sales/customer service/lending experience or HS/GED with 5 years; valid driver's license; ability to perform proactive sales outreach and open accounts and loans.
2w
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Regulatory/Financial Reporting Representative- Operations
St. Paul or Charlotte or Earth City
HybridFull Time
5+ YOEBachelor's degree or equivalent experience, typically 5+ years in regulatory compliance/reporting; strong Excel and SharePoint skills; experience with regulatory filings, data validation, and communication with regulators.
Microsoft Excel, SharePoint, Pivot Tables, VLOOKUP
2mo
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Licensed Financial Services Representative - Charlotte, NC
Charlotte, North Carolina, United States
$30-$35/hr HybridFull Time
1+ YOERequires FINRA SIE and Series 6 or 7, 1–2 years customer-facing experience, strong communication and problem-solving, comfort with high-volume inbound calls and multiple computer systems.
1mo
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Customer Service Representative – Financial Services
Charlotte, North Carolina, United States
$19/hr OnsiteFull Time
1+ YOE1 year customer service experience, high school diploma or equivalent, proficiency with Microsoft Word/Excel/PowerPoint/Outlook and general computer systems, strong communication and customer support skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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Customer Service Representative – Financial Services
Charlotte, North Carolina, United States
$19/hr OnsiteFull Time
1+ YOE1 year customer service experience, high school diploma or equivalent, proficient with Microsoft Suite and computer systems, strong communication and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Customer Service Representative – Financial Services
Charlotte, North Carolina, United States
$19/hr OnsiteFull Time
1+ YOE1 year customer service experience, high school diploma or equivalent, proficiency with Microsoft Word/Excel/PowerPoint/Outlook and multiple electronic systems, strong communication and customer support skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Patient Financial Rep - Follow Up
Gastonia, North Carolina, United States
OnsiteFull Time
0.5+ YOEHigh school diploma or equivalent, at least 6 months billing/collections experience, insurance knowledge, strong conversational and analytical skills, and data entry ability.
3w
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Representative, Special Resolutions
Charlotte, North Carolina, United States
HybridFull Time
2+ YOEHigh school diploma/GED, 2+ years office or contact center experience, experience with personal injury/healthcare/legal/insurance/financial services, strong negotiation, data/technology proficiency, excellent communication; must work in-office in Charlotte, NC.
1mo
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Senior SQL Technical Support Representative: Financial Crimes Solutions
Allen or Lenexa or Springfield or Monett or Birmingham or Charlotte or Louisville or Cedar Falls
RemoteFull Time
6+ YOE6+ years technical support experience, 4+ years writing SQL (SQL Server/PostgreSQL), 2+ years Azure/ETL experience, strong communication, customer focus, on-call availability.
SQL Server, PostgreSQL, Azure, Azure Data Factory, SQL Server Integration Services