Financial Services Representative
Professional Financial Services
Location: Charlotte, NC, United States Date Posted: Jul 2, 2026 Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way? Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and in person. Your skills and experience: You’ll know you are a successful Customer Service Representative when you: Provide outstanding customer service and problem resolution Perform collection activities on delinquent accounts Assist with insurance verifications Perform Welcome Calls Act as back up to our Administrative Assistant to receive loan payments and fund loans Perform Skip Tracking and other locate activities You could be a great addition as Customer Service Representative if you have: Previous customer service and/or collections experience A valid state driver’s license, with an acceptable driver’s record Access to a reliable automobile for work use Keep in mind that we provide: An EXCELLENT benefits bundle that includes medical insurance ( minimal cost to the employee ), dental, vision, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time. Monthly Bonus Potential – You have the ability to earn a monthly bonus when your team meets your Company set goals! Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more. Growth Potential- We believe in fostering our employees’ talents and providing a pathway for their individual career story. TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities. #J-18808-Ljbffr Professional Financial Services
$30 - $32 per hour
...Registered Financial Services Representative Pacific Life is hiring Registered Financial Services Representatives in Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. This is a fully inbound...SuggestedContract workWork at officeImmediate startFlexible hours1 day per week- ...agent, I worked as a mortgage loan officer, bringing a strong financial background into the business. I’m a graduate of UNC... ...driven environment. ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Phil Champion - State Farm...SuggestedWork at officeFlexible hours
- ...risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, and Health Insurance...SuggestedFor contractorsWork at office
- Benefits Competitive salary Opportunity for advancement Training & development Role Description As a Financial Services Representative with Rob Heath State Farm office, you will successfully market the financial products that manage everyday risks. Your proficient knowledge...SuggestedWork at office
- ...a Management and Operations Consulting Services Firm focusing on providing value to clients... ...delivering value.ProSidian clients represent a broad spectrum of Industry Sector Groups... ...Energy, Infrastructure, And Environment | Financial Services | Food And Agriculture |...SuggestedFull timeContract workWork experience placementH1bWork at officeRemote work
- ...optimize our performance, and shape the financial future of a trailblazing neobank. You’ll... ...banking, fintech, or corporate financial services.Core Finance Expertise: Strong... ...we are committed to building teams that represent a variety of backgrounds, perspectives,...
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...professional development and, most importantly, you.Are you ready to make your impact?About the RoleWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices...Full time
- We’re excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take confident steps... ...thoughtful situational guidance or position our managed advice services when appropriate, ensuring clients know exactly what to expect...Full time
- ...a Management and Operations Consulting Services Firm focusing on providing value to clients... ...delivering value.ProSidian clients represent a broad spectrum of industries to include... ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State...Contract workFor contractorsWork experience placementWork at officeLocal areaFlexible hours
$95.6k - $188.4k
...professional demeanorAbility to meet deadlinesAbility to provide clear guidance to othersThe TeamOur Forensic, Discovery, & Financial Crime offering provides services to support anti-money laundering, discovery, business disputes, and investigations. We help protect brands from...Visa sponsorship$110.4k - $140.76k
...Bachelor's degree in Accounting or Finance Minimum 2+ years of work-related experience in financial management and/or consulting or experience Experience working in financial services in a consulting capacity, with a focus on financeStrong analytical skills and ability to...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$150k - $180k
...Description:The Job/What You’ll Do:The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services and advice to advisors & clients, helping them achieve their financial goals. You...Full timeWork at officeFlexible hours- ...a Management and Operations Consulting Services Firm focusing on providing value to clients... ...delivering value. ProSidian clients represent a broad spectrum of industries to include... ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State...Full timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
$23.75 - $29.03 per hour
...educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals... ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for...Temporary work- About this role:Wells Fargo is seeking a Financial Relationship Advisor in Wealth and... ...proactive outreach, investment conversations, service support, and relationship management.... ...b. Wells Fargo requires you to directly represent your own experiences during the recruiting...Ongoing contractFull timeWork experience placementWork at officeImmediate start
- ...ownRequired Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable... ...or equivalent education and related training Five years of financial services, private banking, Brokerage or wealth management experience...Full timePart timeWork at officeShift workDay shift
- ...groupsExperience in governing remediation programs in large, complex financial services organizationsExperience managing non-financial risks and... ...by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process...Full timeWork experience placementWork at officeWork from homeVisa sponsorship2 days per week3 days per week
- ...Entry Level – Financial Advisor - NC, Charlotte (3623) ( PIN_42276 ) Primary Location : UNITED STATES-NC-Charlotte Organization... ...strategies, offering clear recommendations and guidance Product and Service Consultation : Discuss financial products and services...Work experience placementWork at officeLocal areaFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...clientele. Institutional Wealth Management Retirement Plan Services - to include 401k and Pension plans Primary... ...others who influence potential customers to positively impact financial results of the corporation. Meets with prospects, identifies needs...Work at officeLocal area
- ...Financial Advisor OpportunityVanguard is seeking talented Financial Advisors to join our... ...Business Development: Partner with sales representatives to onboard new clients into advice.... ...understanding of Vanguard funds, products, and services to educate clients effectively. Stay...
- ...advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than... ...as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive...Work at office
$76.32k - $127.21k
...Senior Financial PlannerBuild a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources... ...pursue their financial goals.Job OverviewLPL's Paraplanning Services team is looking for a highly motivated and qualified Senior...Work at officeWork from home- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where... ...who demonstrate a passion for client service. People who understand that distinctive... ...thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness...Work at office
- ...A leading financial institution is seeking a Financial Advisor for the Advisor Development Program to help high-net-worth individuals... ...interpersonal skills, and ideally have prior experience in financial services. This position requires good communication and organizational...Traineeship
- ...you value without being alone? As a Financial Advisor supported by The Pelora Group,... ...actively working within the financial services industry or eager to take your practice... ...services offered through qualified registered representatives of MML Investors Services, LLC. Member...Contract workFor contractorsWork at office
$28k - $125k
...- $125,000.00/yr Regional Vice President | Leading a team of Financial Advisors | Helping Clients Create Financial Confidence & Clarity... ...futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout...Full timeTemporary workLocal areaRemote work$149.52k - $175.9k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...Officer will approve loans in excess of Business Banking Credit Services lending authority with a focus on larger and more complex Business...Full timeWork experience placementLocal area3 days per week$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform...Work at officeVisa sponsorship
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