Charlotte, North Carolina, United States · Hybrid
$26/hr–$35/hr
The Customer Service Specialist II is responsible for handling questions, comments, and complaints regarding the company's products or services. Under supervision, this job is the first line of support to resolve routine…
Skills: Customer service, Problem solving, Communication, Multitasking, Analytical skills
Western & Southern Financial GroupCharlotte, North Carolina, United States · Hybrid
Overview Plans, organizes and directs workflow and monitors activities to support the overall success of offices within the assigned Agency. Assists Agency Operations & Support (AOS) management in ensuring efficient, tim…
Skills: Supervision, Mentoring, Performance management, Customer service, Compliance auditing
Charlotte, North Carolina, United States · On-site
$26/hr–$39/hr
Department: 13520 Enterprise Revenue Cycle - Admin: SE PB Billing Operations Status: Full time Benefits Eligible: Yes Hours Per Week: 40 Schedule Details/Additional Information: Weekdays Pay Range: $26.55 - $39.85 Job Su…
Skills: Patient accounting, Billing operations, Revenue cycle management, Collections, Refund processing
Charlotte, North Carolina, United States · Hybrid
Job Description: At 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 by driving Responsible Growth and delivering for our clients, t…
Skills: Client focus, Sales, Relationship management, Communication, Computer skills
Charlotte, North Carolina, United States · Hybrid
Job Description: At 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 by driving Responsible Growth and delivering for our clients, t…
Skills: Business writing, Analytical thinking, Adaptability, Attention to detail, Policies, procedures, and guidelines
Charlotte, North Carolina, United States · Hybrid
About this role: Wells Fargo is seeking a Lead Market Risk Officer for the Structuring and Controls team within the Corporate Market Risk Group (CMRG). This lead role will focus primarily on providing independent risk ov…
Skills: Market Risk, ABS Modeling, Securitization, CMBS, RMBS
Charlotte, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Client service, Cash handling, Sales, Relationship management, Outbound calling
Charlotte, North Carolina, United States · Hybrid
About this role: Wells Fargo is seeking a Senior Specialty Software Engineer to work on building and supporting the Python based Model Development Platform and SDKs that run the quantitative and qualitative risk and fina…
Skills: Python, Spark, Big Data, Cloud Computing, REST API
Charlotte, North Carolina, United States · On-site
$175k–$195k/yr
Job DetailsJob Location: North Carolina - Charlotte, NC 28202Salary Range: $175,000.00 - $195,000.00Travel Percentage: OccasionalJob Shift: AnyPromera is a leading provider of critical environment management solutions fo…
Skills: Financial reporting, GAAP, Internal controls, Month-end close, Budgeting
Charlotte, North Carolina, United States · On-site
$95k–$100k/yr
We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Syne…
Skills: .NET Core, C#, Angular, TypeScript, Python
Charlotte, North Carolina, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Commercial lending, Credit analysis, Loan structuring, Business development, Financial analysis
Charlotte, North Carolina, United States · Hybrid
Be an essential element to a brighter future. We work together to transform essential resources into critical ingredients for mobility, energy, connectivity and health. Join our values-led organization committed to build…
Skills: Internal Audit, SOX Compliance, Financial Auditing, Operational Auditing, IT General Controls
Charlotte, North Carolina, United States · On-site
Hendrick Lexus Charlotte Location: 6025 E. Independence Blvd, Charlotte, North Carolina 28212 Summary: Responsible for coordinating the sale of finance and insurance programs to customers. The Financial Services Producer…
Skills: Financial services, Insurance sales, Automotive finance, Menu selling process, Credit application review
Charlotte, North Carolina, United States · Hybrid
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and cons…
Skills: Program Management, Project Management, Agile Delivery, Oracle ERP, SDLC
Charlotte, North Carolina, United States · Hybrid
Job Description: At 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 by driving Responsible Growth and delivering for our clients, t…
Skills: Product Ownership, Agile Methodologies, Business Analysis, Stakeholder Management, Product Roadmap
Charlotte, North Carolina, United States · Hybrid
$180k–$290k/yr
The Vice President, Planning, champions new methods to identify planning improvements necessary to improve profits and profitability. They are out of the box thinkers who maximize gross margin dollars and inventory produ…
Skills: Merchandise Planning, Financial Planning, Inventory Productivity, Gross Margin Management, Strategic Planning
Charlotte, North Carolina, United States · Hybrid
$65k–$175k/yr
Are you a driven, entrepreneurial professional looking to take your career to the next level? Prophet Homes is looking for ambitious, results-oriented individuals who are ready to build and continue a successful career a…
Skills: Real estate sales, Marketing, Lead generation, Communication, Negotiation
Charlotte, North Carolina, United States · Hybrid
$65k–$175k/yr
Are you a driven professional, licensed real estate agent, or salesperson looking to build a high-earning career in investment real estate? Prophet Homes is hiring Investment Real Estate Agents to work directly with real…
Skills: Real estate sales, Investor relations, Communication, Relationship building, CRM systems
Charlotte, North Carolina, United States · Hybrid
Job Description: At 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 by driving Responsible Growth and delivering for our clients, t…
Skills: Commercial banking, Credit underwriting, Portfolio management, Workout, Restructuring
Charlotte, North Carolina, United States · Hybrid
About this role: Wells Fargo is seeking a Strategic Initiatives Consultant to support Merchant Services. Learn more about the career areas and business divisions at wellsfargojobs.com. Wells Fargo Merchant services are f…
Skills: Strategic Planning, Project Leadership, Business Execution, Merchant Services, Payments
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The specialist handles inbound customer calls to resolve routine inquiries, complaints, and requests regarding products and services. They are responsible for providing a positive customer experience while documenting feedback and adhering to established scripts and guidance tools.
Candidates must hold Series 6 or 7 and Series 63 FINRA registrations, along with a Life and Health Insurance license. A bachelor's degree is preferred, and the role requires at least 3 years of relevant work experience.
The Customer Service Specialist II is responsible for handling questions, comments, and complaints regarding the company's products or services. Under supervision, this job is the first line of support to resolve routine customer issues. The Customer Service Specialist II is responsible for providing a positive customer experience and enhancing relationships between customers and the company.
Key Responsibilities and Duties
Career Level
6IC
Must have Series 6 or 7; Series 63 and Life and Health Insurance (Resident State)
Demonstrated ability to excel in a fast paced, multi-functional, dynamic, client centric work environment
Ability to multitask in a fast paced high intensity environment while managing time and case work simultaneously
Proven organizational and analytical skills with high attention to detail
Excellent verbal and written communication skills
Bachelor’s degree preferred
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come. Visit tiaa.org to learn more about preparing for a more secure retirement. For our Terms of Use, please visit ter.li/termsofuse. 4127037
Offices: 730 Third Ave., New York, NY 10017, US · 8500 Andrew Carnegie Blvd., Charlotte, NC 28262, US · 1670 Broadway, Denver, CO 80202, US · 3965 Dallas Pkwy, Frisco, Texas 75034, US · Mumbi, IN
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Companies currently hiring include Bank of America, Truist, Wells Fargo, SMBC Group, H&R Block, among others. Browse the listings above to see every active employer.
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