27 Results for

Financial Services Representative Jobs in Asheville, NC

Jobs

New!

Asheville, NC1 day ago

Promptly process and answer/resolve customer inquiries, concerns or technical questions, determine the appropriate actions based upon job aids, research, and existing desktop solution tools and taking the appropriate action with utmost priority, speed, and accuracy to ensure service level metrics are achieved and excellent service is provided. Ensure that all customer contacts are properly logged into the CRM tool to allow for an accurate historical view of customer contacts manage follow-up log and audit documentation of customer files.

Asheville, NC7 days ago

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.

New!

Waynesville, North Carolina2 days ago

Qualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

New!

Asheville, NC1 day ago

Remote

$65,000–$85,000 Per Year

Be a part of an electrifying team that thrives on providing exceptional customer service, fulfilling contracts, and building meaningful relationships--everything designed to ensure our clients walk away happier than ever. Help craft personalized financial plans, lending your guiding hand through budgeting, debt reduction, investments, and planning for retirement.

Fairview, North Carolina19 days ago

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Qualifications: High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.

New!

Asheville, North Carolina2 days ago

Marion, North Carolina19 days ago

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.

Asheville, North Carolina16 days ago

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.

ASHEVILLE, North Carolina30+ days ago

Organization : Name: ASHEVILLE NC Default: Location : City: ASHEVILLE Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

New!

Asheville, North Carolina6 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Asheville, NC28 days ago

Full-time

Asheville, NC30+ days ago

$15.87–$20.80

As the Customer Service Representative, you will provide Customer Service duties at the National Forests in North Carolina Supervisors Office, such as greeting visitors, answering telephones, responding to routine inquiries from a variety of customers and providing overall support to the administrative staff on the unit. We are seeking a Customer Service Representative to provide customer Service duties at the National Forests in North Carolina Supervisors Office in support of disaster recovery efforts from Hurricane Helene within North Carolina's National Forests.

Asheville, NC29 days ago

Full-time

Assist Retail branch employees when additional knowledge or troubleshooting is needed on topics including but not limited to; proper usage of employee-facing tools and systems, how to complete less-common customer requests while still following rules and regulations, and assistance in researching and correcting mistakes made by Retail branch employees. HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia.

New!

Asheville, NC3 days ago

Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. The Hospitality Senior Manager, Environmental Services leads, directs, and manages the operations and activities of the Environmental Services Department within assigned hospital and hospital department/campus locations.

Waynesville, NC30+ days ago

Full-time

Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identifications, detection, and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws. HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia.

New!

Asheville, NC2 days ago

Located in Asheville, North Carolina, it’s services include a Rehabilitation Hospital, Home Health, Outpatient Rehabilitation, Hospice, Palliative Care, Private Duty, PACE (Program of All-inclusive Care for the Elderly) and Orthotics & Prosthetics. With more than 1,200 colleagues and 400 volunteers, CarePartners Health Services is dedicated to helping people of western North Carolina live full and productive lives, despite illness, injury, disability or issues related to aging.

Asheville, NC30+ days ago

$120,000–$150,000

This role is ideal for high ticket sales professionals, sales representatives, account managers, car sales professionals, and retail sales leaders who are comfortable presenting in person and closing large deals. Keywords: sales representative, high ticket sales, high ticket closer, in-home sales, outside sales, commission sales, car sales, retail sales associate, account manager, inside sales.

New!

Weaverville, NC6 days ago

Remote

We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions. At the Reineke Agency, we’re building a team of driven professionals who want more than just a job—they want ownership over their time, income, and growth.

Asheville, NC30+ days ago

Full-time

Under the guidance of the Service General Manager, the HVAC Service Technician plays a key role in delivering top-tier service to our customers by expertly installing, servicing, and starting up a wide range of HVAC systems. This partnership allows us to provide even greater value to our customers by combining our trusted local expertise with the broad support, resources, and innovation of a larger organization.

Asheville, NC7 days ago

Solicit services to new customers, review public information advertisements for job bidding, bid/price projects/ change orders, contract negotiations, write contracts, obtain permits, manage day to day project management, call customers regarding late receivables, assemble close out documents, report to work as scheduled in proper attire. They will estimate, submit bids, handle contract documents, work with field supervisor and field workers, work with administrative staff and others in the department to successfully complete the projects, oversee change orders and billing, all duties required to complete projects safely, efficiently and profitably.

Asheville, NC28 days ago

Remote

$500–$30,000

As an Entry Level Sales Rep, you will be responsible for utilizing your computer skills to follow up with leads, build relationships with clients, and match clients with appropriate . We are seeking a motivated and goal-oriented Entry Level Sales Representative to join our remote team in the Financial Services industry.

Asheville, NC13 days ago

Full-time

Employment history that demonstrates progressive levels of accountability and responsibility in the application and usage of property management and residential multi-housing business principles, and demonstrated knowledge and skills in executing sales, customer service, revenue/expense management, and financial business plans. Approves and submits invoices from vendors, contractors, and service providers for payment by reconciling work performed or products purchased, ensuring validity of certificates of insurance, coding charges to appropriate Chart of Account codes, and managing communication between the vendor/contractor, accounting, and the client/owner as needed.

Asheville, NC30+ days ago

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance.

Woodfin, NC16 days ago

Maintaining our standing as the industry leader in CRT comes from having a workforce with a diverse mix of minds, backgrounds and experiences, and we are committed to cultivating an inclusive work environment based on open dialogue, active listening and ongoing definitive actions. From manual and powered wheelchairs to disposable medical supplies that serve unique medical and functional needs, we are improving the lives of people with disabilities by enabling them to actively participate in everyday life.

Asheville, NC13 days ago

Remote

In this fully remote role, you will be the first point of contact for prospective clients, helping them understand our products and guiding them toward solutions that fit their financial goals. We are looking for a motivated and coachable entry level sales representative to join our growing financial services team.

Asheville, NC30+ days ago

In addition, this position works closely with the WWBC Director and WWBC Program Manager to provide support, development and assistance with grant compliance and intake/assessment of incoming clientele. As directed, attend conferences, seminars, conference calls, training sessions on behalf of Carolina Small Business Development Fund and the Western Women’s Business Center.

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Financial Services Representative Jobs in Asheville, NC

Jobs

Concierge Customer Service RepresentativePercepta

Relationship BankerFirst Horizon Bank

Financial Services Representative (Personal Banker)First Citizens Bank

Client Services Representative - Part TimeGFI Ikigai

Senior Sales & Service Representative (Universal Banker)First Citizens Bank

Senior Float Sales & Service Representative (Universal Banker)First Citizens Bank

Float Sales & Service Representative (Bank Teller)First Citizens Bank

Sales & Service Representative (Bank Teller)First Citizens Bank

Financial RepresentativeWestern & Southern Life

College Financial Representative, Internship ProgramNorthwestern Mutual

Concierge Customer Service RepresentativeTtec

Customer Service RepresentativeTerrestris Global Solutions

Bank Services Support SpecialistHomeTrust Bank

Senior Manager Environmental ServicesHCA Healthcare

Sales and Service AssociateHomeTrust Bank

Patient Registration RepresentativeHCA Healthcare

Sales RepresentativeSouthern National Roofing

Remote Sales RepresentativeReineke Agency

Commercial HVAC Service TechnicianAIR Control Concepts

Project Manager - Commercial ServiceMB HAYNES Corporation

Remote Entry Level Sales RepReid Agency

Community DirectorGallery Residential

Loan Sales SpecialistOneMain Financial

Customer Care Coordinator-Order Experience INumotion

Entry Level SalesOak Ridge Recruiting

WWBC Client Intake SpecialistCSBDF

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