43 financial representative jobs at 21 companies in Hickory, 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.
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, proficient with Microsoft Suite and computer systems, strong communication and problem-solving 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, 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
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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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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
1w
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Teller Service Representative
Charlotte or Indian Land or Fort Mill
$22-$24/hr OnsiteFull Time
Friendly personality, strong communication and problem-solving skills, attention to detail, and ability to multitask. Financial services, retail, or customer service experience is a plus.
2mo
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Customer Service Representative
Morganton, North Carolina, United States
OnsiteFull Time
Full-time CSR in Burke County, NC; servicing existing book; basic MS Office; polite, personable, organized; insurance or financial service background a plus but not required.
Microsoft Office, Word, Excel
2d
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Patient Service Representative
Hartford or Washington County or Charlotte or Illinois or North Carolina or Georgia or Alabama or Wisconsin
$21-$31/hr OnsitePart Time
0+ YOEHigh school diploma required; no experience required. Requires customer service, communication, problem-solving, insurance knowledge, computer proficiency, and ability to manage patient registration and financial information.
Electronic Health Record (EHR), EPIC, Microsoft Office, Internet, HIPAA, Emergency Medical Treatment and Active Labor Act (EMTALA), Medicare Outpatient Observation Notice (MOON), Medicare Secondary Payer Questionnaire (MSPQ), Advanced Beneficiary Notice (ABN)
2w
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Customer Care Representative
Pittsburgh or Charlotte or Salt Lake City
OnsiteFull Time
2+ YOE2+ years in financial services or IRA operations, strong Microsoft Office and CRM skills, excellent verbal and written communication, problem-solving, and teamwork; US work authorization required.
Microsoft Office, CRM
4w
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Member Service Representative - Travel
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOE2 years financial-services experience, deep knowledge of credit union products, strong computer skills, excellent customer service, reliable transportation and flexibility to report to any branch.