371 Results for

Financial Services Representative Jobs in Durham, NC

Jobs

Raleigh, North Carolina30+ days ago

Full-time

The Financial Services Producer works with lenders and financial institutions to provide financial services to dealership customers. Ability to effectively present information in one-on-one and small group situations to customers and other employees.

Cary, North Carolina20 days ago

Full-time

p>Pay Transparency: .

Preferred Qualifications: .

New!

Roxboro, NCToday

Remote

p>This is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.

New!

Knightdale, NCToday

$75,000–$85,000 Per Year

ProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.

New!

Raleigh, NC1 day ago

$65,000–$120,000

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions:

Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.

Raleigh, NC23 days ago

Full-time
Employee

As a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.

Durham, NC7 days ago

p>Bachelor''s Degree and 1 year 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.

New!

Durham, North Carolina2 days ago

Qualifications:

Bachelor's Degree and 1 year 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.

Garner, North Carolina27 days ago

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You’ll know you are a successful Customer Service Representative when you:

Provide outstanding customer service and problem resolution .

Professional Financial Services (PFS) has been purchasing retail installment contracts for new and used automobiles, trucks and motorcycles originated by franchise and independent vehicle dealers since 1995.

Garner, NC16 days ago

Full-time

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You’ll know you are a successful Customer Service Representative when you:

Provide outstanding customer service and problem resolution .

Clayton, NC30+ days ago

As a State Farm team member for Chad Richards - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

New!

Raleigh, North Carolina5 days ago

p>Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to:

Investing in You:.

Continuous Learner – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Cary, North Carolina13 days ago

Investing in You:.

Continuous Learner – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Raleigh, North Carolina30+ days ago

Investing in You:.

A bachelor’s degree in business management, finance, or a related field, four years of experience in a financial institution, sales or service experience advising customers when choosing between options, or an equivalent combination of education and experience is required.

Clayton, North Carolina30+ days ago

p>To support the delivery of Financial Advisory Services in the district by helping to service existing FAS member relationships, assisting members with basic financial empowerment initiatives, and helping to introduce members to FAS solutions and products.

Delivers training on FAS solutions to branch staff to aid in both improving the quality of member referrals to FAS and educating employees on how FAS solutions can help improve their own financial wellbeing.

Raleigh, NC30+ days ago

Remote

$18.84–$26.77 Per Hour

p>Summary:

Responsible for performing a variety of complex pre-services, financial counseling and customer service related functions for patients and/or their representative including pre-service estimates, collection of pre-payments, collection of prior debt, obtaining authorizations, addressing billing questions, establishing payment plans, screening for financial assistance, responding to MyUNCChart inquiries and other Customer Service requests for both hospital and physician services.

This is a remote position eligible for hire from: Alabama, Alaska, Arizona, Arkansas, Florida, Georgia, Idaho, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Mississippi Missouri, Montana, Nebraska, New Hampshire, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia, Wisconsin and Wyoming.

Raleigh, North Carolina30+ days ago

Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Overview:

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals.

Hillsborough, NC19 days ago

$18.84–$26.77 Per Hour

Summary: Responsible for performing a variety of complex pre-services, financial counseling and customer service related functions for patients and/or their representative including pre-service estimates, collection of pre-payments, collection of prior debt, obtaining authorizations, addressing billing questions, establishing payment plans, screening for financial assistance, responding to MyUNCChart inquiries and other Customer Service requests for both hospital and physician services. This position is employed by NC Health (Rex Healthcare, Inc., d/b/a NC Health), a private, fully-owned subsidiary of UNC Health Care System, in a department that provides shared services to operations across UNC Health Care; except that, if you are currently a UNCHCS State employee already working in a designated shared services department, you may remain a UNCHCS State employee if selected for this job.

Raleigh, NC9 days ago

Remote

Full-time

In this role, you'll work directly with members and their families, helping them understand available benefits, answering questions, and providing outstanding support throughout their experience.

As a Member Services Representative, you'll serve as a key point of contact for members, ensuring they receive accurate information, exceptional service, and ongoing support.

Raleigh, North Carolina18 days ago

Remote

In this role, you'll work directly with members and their families, helping them understand available benefits, answering questions, and providing outstanding support throughout their experience.

As a Member Services Representative, you'll serve as a key point of contact for members, ensuring they receive accurate information, exceptional service, and ongoing support.

Apex, NC30+ 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. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.

Raleigh, North Carolina30+ days ago

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*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

Incentives include but not limited to:

• No cold calling

• Qualified lead program

• Advancement based on performance

• Weekly pay

• Mentorship and complete training

• Industry leading tools and technology access

• Work from home (web conference-based presentations)

Hillsborough, NC28 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.

Hillsborough, NC30+ 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.

Chatham Downs, NC27 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.

West Nash, NC22 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.

Durham, NC8 days ago

li>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.

New!

Durham, NC2 days ago

The Customer Service Representative role is ideal for an energetic and detail-oriented professional focused on delivering exceptional client experiences while supporting annuity and life insurance products.

Responsibilities of the Customer Service Representative:

Manage all client correspondence related to service inquiries and claims via phone, email, chat, and text while maintaining professionalism.

Raleigh, NC30+ days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

New!

Durham, North Carolina2 days ago

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.

Raleigh, North Carolina30+ days ago

Begin learning to open basic accounts while following MIP procedures for existing members including share, money market, checking, and Share Term Certificates with experienced MSR/MSO supervision.

• Begin obtaining basic knowledge of Financial Advisory and Real Estate products and services offered by SECU (i.e., insurance, retirement planning, investment services, trust, and mortgage services) and provide referrals as needed.

CARY, North Carolina30+ days ago

Organization : Name: GREATER RALEIGH AGENCY NC Default: Location : City: CARY 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.

Wake Forest, North Carolina7 days ago

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*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.

Durham, North Carolina30+ days ago

In fact most of our senior managers started at the front desk and worked their way up to now earning base salaries that begin at $42k as a GM, $60k as a Regional manager(responsible for 5-10 locations), and all the way up to over a $100k as a Regional Director overseeing 10+ locations!

But it all starts at the front desk – where all of our Team Players (what we call our employees) are responsible for creating a positive member experience through superior level of customer service and cleanliness.

Durham, North Carolina30+ days ago

Raleigh, NC12 days ago

p>Our ideal candidate will also:

Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, customer contact files, and to analyze customer data.
Be able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, and ask for the order and close the sale.

Durham, NC30+ days ago

In fact, most of our senior managers started at the front desk and worked their way up to now earning base salaries that begin at $42,000 as a GM, $60,000 as a Regional Manager, responsible for 5-10 locations, and all the way up to over $100,000 as a Regional Director overseeing 10 locations. PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees.

Durham, NC30+ days ago

In fact, most of our senior managers started at the front desk and worked their way up to now earning base salaries that begin at $42,000 as a GM, $60,000 as a Regional manager, responsible for 5-10 locations, and all the way up to over $100,000 as a Regional Director overseeing 10 locations. PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees.

Raleigh, NC30+ days ago

Provide support to new and existing members including transaction and batch questions, settlement and ACH questions, statement reviews, troubleshooting merchant equipment, account balancing, risk reviews, dispute process, and general PCI questions. Promptly answer and return calls providing information about products and services while obtaining details about questions and issues to provide assistance and follow up until resolution.

Morrisville, North Carolina13 days ago

California Residents: When you express interest in or apply for a job with TruGreen Limited Partnership, we collect personal information about you, potentially including personal identifiers, contact information, protected classifications, pre-hire information, professional or employment-related information, education history, and/or medical information, for the following business purposes: to comply with state and federal law and regulations requiring employers to maintain certain records; to evaluate your job application and candidacy for employment; and to obtain and verify background checks (including criminal and motor vehicle records), pre-employment drug testing, and references.

Ability to speak, read and write fluently in English is required.

Clayton, North Carolina30+ days ago

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ROLE DESCRIPTION:

As a Customer Service Representative - State Farm Agent Team Member with Chad Richards - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency.

Responsive recruiter

Benefits:

Bonus based on performance.

Morrisville, NC18 days ago

$27,669–$58,865 Per Year

p>California Residents: When you express interest in or apply for a job with TruGreen Limited Partnership, we collect personal information about you, potentially including personal identifiers, contact information, protected classifications, pre-hire information, professional or employment-related information, education history, and/or medical information, for the following business purposes: to comply with state and federal law and regulations requiring employers to maintain certain records; to evaluate your job application and candidacy for employment; and to obtain and verify background checks (including criminal and motor vehicle records), pre-employment drug testing, and references.

You are responsible for delivering superior customer support throughout the day by answering customer calls and problem-solving to help customers continue to live life outside.

Raleigh, NC8 days ago

$15–$16.50 Per Hour

p>In this fast-paced role, you will create exceptional client experiences, build trust through compassionate service, manage appointments and daily patient flow, handle multi-line phones and in-person interactions, process transactions, and support clients with essential information about our services.

Boulevard Animal Hospital is seeking an outgoing Veterinary Receptionist / Client Service Representative to serve as the welcoming face of our hospital.

Raleigh, North Carolina16 days ago

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· Provide a welcoming, professional, and engaging customer experience across all interactions

· Build strong customer relationships to drive loyalty, repeat business, and referrals

· Support customers throughout the purchasing journey, including follow-up and ongoing communication

· Partner with sales associates to support sales activities and contribute to revenue growth

· Conduct customer outreach, follow-ups, and assist with promotions, events, and business development efforts

· Assist customers with financing options, credit applications, and transaction processing while ensuring accuracy and compliance

· Maintain and support customer accounts by addressing questions, explaining payment options, and resolving concerns with professionalism

· Process payments, maintain accurate records, and protect customer information in accordance with company policies

· Support daily store operations, including administrative tasks, recordkeeping, and use of POS systems

· Collaborate with team members to ensure efficient store performance and a positive work environment

· Perform other duties as assigned.

· High school diploma or equivalent preferred; equivalent combination of education and relevant experience will be considered

· Strong customer service and interpersonal skills

· Excellent communication and relationship-building abilities

· Sales-minded with a passion for helping customers

· Basic understanding of financial transactions or willingness to learn

· Strong organizational and multitasking skills

· Ability to thrive in a fast-paced, team-oriented retail environment .

Raleigh, North Carolina30+ days ago

In its 110th year, Kimbrell's Home Furnishings (Furniture Distributors, Inc.) is recognized as a Top 100 Furniture retailer and operates 44 stores to serve customers across both North and South Carolina, with its headquarters and distribution center based in Charlotte, NC. Kimbrell’s Furniture is looking for a Customer Service Representative (CSR) who thrives on delivering exceptional customer experiences while supporting sales growth and long-term customer relationships.

Wake Forest, North Carolina13 days ago

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Financial Services Representative Jobs in Durham, NC

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Financial Services Representative Jobs in Durham, NC

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