36 financial services representative jobs at 18 companies in Charlotte, NC
1w
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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.
3w
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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.
1mo
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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
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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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
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.
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.
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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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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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
3mo
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Work From Home - Part-Time Benefits Services Representative
Huntersville, North Carolina, United States
$1k-$2k/mo RemoteFull Time, Part Time
Part-time/Full-time remote role in financial services; duties include client calls, scheduling, presenting insurance products; 20 hours/week; training provided.
5d
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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.
2w
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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.
3w
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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.
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
3mo
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Software Support Representative (ACH and Wires)
Allen or Birmingham or Cedar Falls or Charlotte or Lenexa or Louisville or Springfield or Monett
RemoteFull Time
5+ YOE5+ years in a financial institution with hands-on ACH and wire back-office experience; 1+ year corporate/professional customer service; strong communication, problem-solving, case documentation, and flexibility to work evenings/weekends and rotating on-call.
SilverLake, Jack Henry Silverlake Software
3w
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Client Service Representative I- Charlotte, NC
Charlotte, North Carolina, United States
$57k-$83k/yr OnsiteFull Time
2+ YOE2+ years related experience (or 3 years with HS), strong customer orientation, communication, problem solving, financial acumen, valid driver’s license, ability to visit customer sites.
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