Entry Level Financial Services Representative - Hybrid-Charlotte Metro ConfidentialEntry Level Financial Services Representative - Hybrid-Charlotte MetroHuntersville, NC$50,000–$120,000 / yearFull timePart timeWe provide comprehensive training and a structured development program designed to help individuals develop professionally and advance within the organization. Local candidates will have access to in-person training, mentorship, and professional development opportunities while also having the flexibility to work remotely.
Management Trainee - Financial Services (Hybrid) ConfidentialManagement Trainee - Financial Services (Hybrid)Huntersville, NC$50,000–$100,000 / yearFull timePart timeWe are expanding our team in the Charlotte metro area and seeking motivated individuals interested in leadership development, career growth, and a long-term opportunity in financial services. This hybrid position offers a highly flexible schedule, comprehensive training, and mentorship from experienced professionals.
NewProperty Claims Adjuster Specialist - Field USAAProperty Claims Adjuster Specialist - FieldJacksonville, NC$69,920–$133,620 / yearProactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
NewPatient Access Specialist CornerStone StaffingPatient Access SpecialistCary, NCAs a Health Services Specialist, you will serve as a key liaison between patients, providers, payers, and internal teams to ensure accurate documentation, efficient case management, and a positive patient experience while maintaining compliance with healthcare regulations. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners.
Sourcing / Procurement Specialist II - Utility / Energy - # 26-17394 US Tech Solutions, Inc.Sourcing / Procurement Specialist II - Utility / Energy - # 26-17394Charlotte, NCKey responsibilities include: Strategy Development: Collaborating with key customers and cross-functional teams to develop sourcing strategies for complex, high-value materials, equipment, or services, including regional and enterprise-wide initiatives. Strategy Execution: Developing requests for quotations and proposals, analyzing supplier responses, and working with cross-functional teams to determine the best solutions for awarding contracts and agreements.
Financial Services Producer Hendrick Automotive Group CorporateFinancial Services ProducerHuntersville, North CarolinaFull timeThe Financial Services Producer works with lenders and financial institutions to provide financial services to dealership customers. Land Rover Northlake Location: 10000 Eastfield Road, Huntersville, North Carolina 28078.
Claims Legal Specialist - Conditional Demands Sentry InsuranceClaims Legal Specialist - Conditional DemandsGoldsboro, NC$31.25–$37.50Experience in handling conditional demands, preferably including bodily injury claims, on behalf of an insurer as an attorney, technical specialist, claims manager or similar role sufficient in one more of the following states to develop a high degree of technical expertise: CA, FL, TX, GA, or SC. Act as a subject matter expert, provide technical advice, direction, and guidance to other claims associates as need arises including instruction and authority on all complex conditional settlement demands received by enterprise.
Registered Nurse Post Acute Transition Specialist CarePartnersRegistered Nurse Post Acute Transition SpecialistHickory, NCThe Post-Acute Transitions Specialist will ensure appropriate patient placement through screenings and assessments in collaboration with SNF Discharge Planners & Inter- Disciplinary Teams, Ambulatory Care Managers, MHP Care Managers, BPCI Transitions Care Coordinator, practice referral coordinators, physicians, and CarePartners Post-Acute service line team members. They will maximize positive financial outcomes for designated patient populations, intervening at key points in the disease process by facilitating appropriate Post-Acute placement, participating in Goals of Care/Advanced Care Planning dialogue and effective transitions to prevent readmissions, and lower total cost of care thru the appropriate utilization of Post-Acute services.
NewPrincipal Project Controls Specialist - Utility/ Energy - # 26-17812 US Tech Solutions, Inc.Principal Project Controls Specialist - Utility/ Energy - # 26-17812Charlotte, NCThe role serves as the primary liaison between project leadership, regulatory affairs, legal, finance, engineering, construction, contracts, procurement, and project controls organizations to develop accurate, timely, and defensible regulatory filings, audits, executive briefings, and business communications. Desired Qualifications Direct experience supporting public utility commission filings, prudency reviews, rate cases, regulatory audits, or similar proceedings involving project cost, schedule, forecasting, change management, risk, and project controls data strongly preferred.
M&A Tax Specialist Diedre Moire Corp.M&A Tax SpecialistCharlotte, NC$300,000–$400,000 / yearFull timeCONSIDERED EXPERIENCE INCLUDES: Tax Accountant Attorney Mergers Acquisitions Divestitures Equity Funds Tax JD CPA MBA Representations Warranties Insurance RWI Transactional Risk Insurance #DiedreMoire #JobSearch #JobHunt #JobOpening #Hiring #Job #Jobs #Careers #Employment #jobposting #InsuranceJobs. Described compensation is not definite nor precise and may be estimated and approximate and is negotiable depending on market conditions and candidate availability and other factors and is solely at the discretion of employers.
Credit Specialist United RentalsCredit SpecialistCharlotte, NCResponsible to meet all established metrics including those associated with contacting customers and collecting past due balances for assigned accounts receivable portfolio through a range of techniques, including telephone, email, facsimile and automated collection letters. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability.
NewAdministrative Specialist - Children's Operating Room UNC HealthAdministrative Specialist - Children's Operating RoomChapel Hill, NC$19.12–$27.17 / hourDemonstrates the ability to learn and master the scheduling system as appropriate Coachability: Receptive to feedback, willing to learn and embraces continuous improvement Accountability: Manages performance to meet expected results. Our Children's OR staff are able to work in multiple service areas, including Neurosurgery, Orthopedics, ENT, Oral Maxillofacial, Burns, Ophthalmology, General Surgery, Plastics, Urology, and Dental Surgery.
NewBehavioral Health Specialist Only LCSWs Oak Street HealthBehavioral Health Specialist Only LCSWsWinston-Salem, NC$54,095–$129,615The Behavioral Health Specialist will assess the needs of patients, make referrals to appropriate behavioral health resources and specialists, and provide short-term counseling and evidence-based treatments as indicated. The purpose of a Behavioral Health Specialist at Oak Street Health is to provide care management services and to provide evidence-based short-term psychotherapy to our patients with behavioral health needs.
Senior National Retirement Plan Consultant AmeripriseSenior National Retirement Plan ConsultantCharlotte, NCThe Retirement Plans Sales Specialist is an internal sales support position whose primary responsibility is to use their technical retirement plan expertise to help advisors with sales strategies, plan selection, rules/regulations and appropriate solutions via consultative inbound calls to drive sales. • Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, rules/regulations, and solutions to drive retirement plan sales.
Budget & Financial Specialist, Budget and Financial Planning Wake Forest UniversityBudget & Financial Specialist, Budget and Financial PlanningWinston Salem, North CarolinaThe Budget & Financial Specialist provides effective and efficient administrative and financial management services to campus clients and requires an exceptionally high level of discretion due to exposure and access to highly confidential and sensitive information. Campus departments may engage the services of this position to outsource all or a portion of their respective budget and financial management needs (i.e., facilitation of purchasing, payables, receivables, reporting, budgeting, etc.).
Financial Specialist U.S. Department of JusticeFinancial SpecialistNC$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
NewFinancial Specialist Pinnacle Financial Partners IncFinancial SpecialistChapel Hill, NCThis position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
Financial Services Specialist – North Carolina All Financial FreedomFinancial Services Specialist – North CarolinaRaleigh, NC$33,000–$62,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Financial Specialist AgCarolina Farm CreditFinancial SpecialistRaleigh, North CarolinaWhat You'll Do: - Utilize internal and external communication for customers and third-party contacts to facilitate the loan process (i.e., gathering loan applications, financials, and scheduling loan closes, etc.) . From gathering financial documents and preparing reports to assisting with loan administration and business development, your work will help ensure a seamless experience for our customers.
Client Support Specialist - Financial Services, North Hills, NC AdvyzonClient Support Specialist - Financial Services, North Hills, NCNorth Hills, NCFull timeAs the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Key Responsibilities Serve as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features.
Financial Services Specialist (Jr Personal Banker) First Citizens BankFinancial Services Specialist (Jr Personal Banker)Asheville, North CarolinaFull timeQualifications: Bachelor's Degree and 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 OR High School Diploma or GED and 2 years 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. Operations and Administration - Complies 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.
Financial Specialist, Facilities WakeMed Health & HospitalsFinancial Specialist, FacilitiesRaleigh, NCPrepares the departmental annual operating plan and assists the Vice President, Facilities & Construction with the annual operating plan for all other reporting departments, as well as the System-wide capital project plan. Accountable for the development and execution of contractual agreements, project budget forecasting and cash flows; change order management and project procurement documentation.
Senior Financial Specialist - Capital/Projects WakeMed Health & HospitalsSenior Financial Specialist - Capital/ProjectsRaleigh, NCResponsible for accounting for capital assets from established budget through capitalization and entry into Asset Management system, to include approval of requisitions and invoices and ensuring appropriate expense classification, and ultimately to disposition (when applicable). Responsible for CON progress reports, GASB87 accounting (to include contract reviews and proper accounting treatment), and GASB96 accounting (to include contract reviews and proper accounting treatment).
AI Sales Specialist, Financial Services, Google Cloud Google LLCAI Sales Specialist, Financial Services, Google CloudCharlotte, NCExperience working cross functionally (including account teams, technical leads, procurement, and legal) to inventory existing software estate, build business cases for transformation with implementation plans, and close agreements. Customer Engineering, Marketing, Customer Success, Product, Engineering, Channels) to develop go-to-market strategies, drive pipeline and business growth, close agreements, represent the customer, and provide excellent prospect and customer experience.
Financial Services Specialist (Jr Personal Banker) First Citizens BancShares IncFinancial Services Specialist (Jr Personal Banker)NCBachelor''s Degree and 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 OR High School Diploma or GED and 2 years 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. Operations and Administration - Complies 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.
Financial Programs Specialist All Financial FreedomFinancial Programs SpecialistRaleigh, NC$33,000–$62,000Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.
Financial Crimes Specialist - MN, NC StratAcuity Staffing Partners IncFinancial Crimes Specialist - MN, NCCharlotte, NC$53–$57 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Job Summary: In this contingent resource assignment, you will consult on or participate in moderately complex initiatives within Financial Crimes and contribute to large-scale planning related to Financial Crimes deliverables.
CLIENT EXPERIENCE SPECIALIST in Financial Technology Allegiance Merchant ServicesCLIENT EXPERIENCE SPECIALIST in Financial TechnologyCharlotte, NCDaily customer support inquiries include, but are not limited to general customer service, technical software & hardware support, billing and statement questions, rate analysis, batch & funding verification. We value team players and client-conscience individuals who want to make a difference for businesses by providing them the best in financial technology products and services.
Financial Aid Intake and Processing Specialist Gaston CollegeFinancial Aid Intake and Processing SpecialistNCAssist with receiving, verifying, processing, and administering federal student aid applications via electronic data processing, processing initial applications, renewal applications, corrections, payments, and reporting. Assist directors and specialists with a variety of duties including, but not limited to, enrollment status, student file completion and verification, office and phone coverage, scholarship processing, and student volume management.
Financial Aid Specialist Gaston CollegeFinancial Aid SpecialistDallas, NCWork with Business Office for timely payment disbursements, Admissions and Registrars offices for verification of student information, and with Counseling/Careers office and instructors concerning student academic progress. Receive, verify, process, and administer federal student aid applications via electronic data processing, process initial applications, renewal applications, corrections, payments, and reporting.
Financial Contracting Specialist Ledgent Finance & AccountingFinancial Contracting SpecialistRaleigh, North Carolina$20–$24 / hourCollaborate with internal teams to process contracts and provide solution‑focused technical assistance and training related to contracting, budgeting, financial compliance, and fiscal monitoring, ensuring alignment with organizational policies and applicable regulatory guidelines. Support the design, development, and delivery of high‑quality training materials, tools, and resources to improve accessibility, engagement, and effectiveness of training and technical assistance on financial and contracting topics.
Financial Development Specialist – North Carolina All Financial FreedomFinancial Development Specialist – North CarolinaRaleigh, NC$33,000–$62,000This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. This position centers on financial education delivery and helping individuals understand long-term planning strategies.
Veterans Affairs and Financial Aid Specialist Gaston CollegeVeterans Affairs and Financial Aid SpecialistDallas, NCUnder the direction of the Director of Financial Aid and Veterans Affairs, the Veterans Affairs and Financial Aid Specialist will conduct, coordinate, and administer activities in the Veterans Affairs office; certify veterans educational benefits, and provide financial aid assistance to students in accordance with established College guidelines, and in compliance with federal and state regulations. Attend state and federal veterans and financial aid meetings for the purpose of seeking and receiving advice and counseling concerning administering benefits and financial aid.
Financial Education Specialist All Financial FreedomFinancial Education SpecialistRaleigh, NC$33,000–$62,000The role emphasizes education, professionalism, and ethical client engagement. Growth into education leadership, training, or management roles.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistCharlotte, NC$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewSpecialist Lead, Firm Financial Systems Deloitte Touche Tohmatsu LtdSpecialist Lead, Firm Financial SystemsRaleigh, NC$97,600–$179,900 / yearThis role works across business and technology teams to help resolve system and process issues, support requirements definition, participate in testing and implementation, and contribute to scalable solutions across SAP S/4HANA, SWIFT, and related financial applications. Finance Systems serves as US finance application portfolio subject matter experts, to implement and manage innovative solutions and changes through governance and change management to meet the technology needs of finance and the US member firm.
Financial Clear Specialist I/II Carolinas HealthCare System Blue RidgeFinancial Clear Specialist I/IIMorganton, NCYoull love working with us because: We are a teaching hospital We work together to ensure our patients receive outstanding, holistic care Your expertise and ideas are valued Your health and well-being matter And much more I love working atUNCHealth Blue Ridge because I know I am seen and valued. In this role, you are responsible for the financial clearance of patients, including insurance verifications, authorizations, pre-certifications, and validation of medical necessity for service.
Financial Systems Specialist, Pharmacy WakeMed Health & HospitalsFinancial Systems Specialist, PharmacyCary, NCThe Pharmacy Financial Systems Specialist for procurement assists pharmacy management by maintaining information systems that support financial, operational and procurement systems (i.e. interdepartmental billing, inventory management software, 340B Software, wholesaler database, drug shortage database, track and trace). Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County.
Financial Planning Specialist CAPTRUSTFinancial Planning SpecialistGreensboro, North CarolinaPrepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm: Responsibilities: Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc.
Global Financial Crimes Specialist Bank of AmericaGlobal Financial Crimes SpecialistCharlotte, North CarolinaThe associate serves as a critical first line of review within the investigations process by identifying potential financial crimes concerns, ensuring accurate case documentation, and supporting investigative teams through effective case development and intake management. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Financial Aid Specialist Cape Fear Community CollegeFinancial Aid SpecialistWilmington, NCESSENTIAL AND OTHER IMPORTANT FUNCTIONS STATEMENTS: Essential and other important responsibilities and duties may include, but are not limited to, the following: Essential Functions: Serve as the primary point of contact for the Financial Aid Office by managing the main financial aid phone line and general financial aid email account, responding to inquiries, providing accurate information, and directing students to appropriate resources in a timely and professional manner. DEFINITION: The Financial Aid Specialist serves as a primary point of contact for the Financial Aid Office by managing the main financial aid phone line and general financial aid email account, responding to inquiries, providing accurate information, and directing students to appropriate resources in a timely and professional manner.
Registered Financial Services Representative - Charlotte, NC Pacific LifeRegistered Financial Services Representative - Charlotte, NCCharlotte, North CarolinaPacific 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. At Pacific Life, Registered Financial Services Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments.
Registered Financial Services Representative - Omaha, NE Pacific LifeRegistered Financial Services Representative - Omaha, NECharlotte, North CarolinaPacific Life is hiring Registered Financial Services Representatives in Omaha, NE and Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. At Pacific Life, Registered Financial Services Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments.
Senior Manager - Personal Financial Planning The American Institute of Certified Public AccountantsSenior Manager - Personal Financial PlanningDurham, NC$120,000–$140,000 / yearAbout the Role: You will be the subject matter expert for Personal Financial Planning (PFP) and the Personal Financial Specialist (PFS) credential, overseeing the development of credentialing, technical content, expertise, and professional development. We are future-focused, empowering the world's most accomplished accountants to stay relevant, meet today's demands, and prepare for tomorrow's challenges through quality education, resources, and training.
Senior Banker - Fuquay Crossing Financial Center Bank of America CorpSenior Banker - Fuquay Crossing Financial CenterFuquay Varina, NCJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
Senior Banker - Capital Boulevard Financial Center Bank of America CorpSenior Banker - Capital Boulevard Financial CenterRaleigh, NCJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
NewSenior Banker - Hendersonville Financial Center Bank of America CorpSenior Banker - Hendersonville Financial CenterHendersonville, NCJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
NewSenior Banker - Southern Pines Financial Center Bank of America CorpSenior Banker - Southern Pines Financial CenterSouthern Pines, NCJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesNC$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Licensed Financial Services Representative - Charlotte, NC Pacific LifeCorpLicensed Financial Services Representative - Charlotte, NCCharlotte, NC$30–$32 / hourPacific Life is hiring Licensed Financial Services Representatives in Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting.