Financial Services Representative (Unlicensed Personal Banker)
Charlotte, North Carolina, United States · On-site
Mid level$33M raised
Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. Th…
Skills: Sales, Customer service, Financial guidance, Relationship building, Communication skills
Charlotte, North Carolina, United States · On-site
$200k/yr
Mid level
Overview 🚀 Sales Representative – The Bath Authority (TBA) 🚀 💰 Earn $200K+ | Pre-Set Leads | No Cold Calling | Paid Training | Uncapped Commission! Are you a high-performing sales professional looking for a six-figure…
Skills: Sales, In-home sales, Consultative selling, Closing deals, Customer service
Marriott International Hotels, Inc.
Lead Barista
Charlotte, North Carolina, United States · On-site
Entry level
POSITION SUMMARY Complete opening and closing duties, including setting up necessary supplies and tools, cleaning all equipment and areas, locking doors, etc. Complete all closing reports, including MICROS reports. Recor…
Charlotte, North Carolina, United States · On-site
Entry level
Full-Time The individual selected for this role will be expected to work at Store #2413, located at: 8405 Old Statesville Road, Charlotte, NC 28269 This position is essential to the success of our retail stores. Customer…
Skills: Customer service, Sales, Product knowledge, Retail operations, Problem resolution
Charlotte, North Carolina, United States · On-site
Entry level
Full-Time position The individual selected for this role will be expected to work at Store #2164, located at: 6512 Albemarle Road, Charlotte, NC 28212 Customer Service Specialists work closely with wholesale and retail c…
Charlotte, North Carolina, United States · On-site
Entry level
Full-Time The individual selected for this role will be expected to work at Store #3637 located at: 1017 N Wendover Rd, Charlotte, NC 28211 Customer Service Specialists work closely with wholesale and retail customers to…
Charlotte, North Carolina, United States · On-site
Entry level
Full-Time The individual selected for this role will be expected to work at Store # 2314 University. Located at 10201 North Tryon Street, Charlotte NC 28262 Customer Service Specialists work closely with wholesale and re…
Charlotte, North Carolina, United States · On-site
Entry level
Full-Time The individual selected for this role will be expected to work at Store # 2491 McMullen Creek. Located at 10701-A McMullen Creek Pky, Charlotte NC 28226 This position is essential to the success of our retail s…
Charlotte, North Carolina, United States · On-site
Entry level
QuikTrip Store Clerk Primary Purpose of Job: At QuikTrip, Part-Time Clerks provide quality customer service, complete assigned store tasks and meet operating standards by complying with and supporting QT Policies & Proce…
Skills: Customer Service, Merchandising, Patience, Self-motivation, Communication
Charlotte, North Carolina, United States · On-site
Entry level$2.5B raised
We are hiring immediately for full time ORDER BUILDER positions. Location: Canteen - 3112 Horseshoe Lane, Charlotte, NC 28208. Note: online applications accepted only. Schedule: Full time schedule. Sunday through Thursda…
Skills: Order Picking, Warehouse Operations, Stacking, Inventory Handling, Physical Stamina
Charlotte, North Carolina, United States · On-site
$20/hr–$23/hr
Entry level$2.6B raised
Crafting the world’s finest coffee, one meaningful moment at a time We believe in creating a warm and welcoming space where every cup of coffee sparks connection. Every shift is a chance to brighten someone’s day. As a s…
Skills: Leadership, Customer service, Team coordination, Cash handling, Food preparation
Charlotte, North Carolina, United States · On-site
$20/hr–$23/hr
Entry level$2.6B raised
Crafting the world’s finest coffee, one meaningful moment at a time We believe in creating a warm and welcoming space where every cup of coffee sparks connection. Every shift is a chance to brighten someone’s day. As a s…
Skills: Leadership, Customer service, Team coordination, Cash handling, Food preparation
Charlotte, North Carolina, United States · On-site
$15/hr–$17/hr
Entry level$2.6B raised
Crafting the world’s finest coffee, one meaningful moment at a time We believe in creating a warm and welcoming space where every cup of coffee sparks connection. Every shift is a chance to brighten someone’s day. Whethe…
Skills: Customer service, Food preparation, Beverage preparation, Cash handling, Communication
Charlotte, North Carolina, United States · On-site
$45k–$60k/yr
Entry level
Benefits: Childcare Discounts 12 Free CEs AMTA and ABMP Discounts Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Competitive salary Dental insurance Employee discounts …
Skills: Massage therapy, Treatment planning, Client care, Professionalism, Cleanliness
Charlotte, North Carolina, United States · On-site
$15/hr–$21/hr
Entry level
Benefits: Childcare Discounts Health insurance Paid time off Training & development Vision insurance Bonus based on performance Dental insurance Flexible schedule Welcome, Empower, Connect! At Hand & Stone Massage and Fa…
Charlotte, North Carolina, United States · On-site
Entry level
Store 2723923: 4500 Randolph Rd, Charlotte, North Carolina 28211 Shift AvailabilityFlexible (Days, Evenings, Overnights + Weekends) Time Type Lead Customer Service Representative We want you to join our team as a Custome…
Skills: Customer Service, Cashiering, Sales, Team Leadership, Communication
Customer Service Representative, Full or Part Time
Charlotte, North Carolina, United States · On-site
Entry level
Store 2723950: 15620 Don Lochman Ln, Charlotte, North Carolina 28277 Shift AvailabilityFlexible (Days, Evenings, Overnights + Weekends) Time Type Customer Service Representative We want you to join our team as a Customer…
Skills: Customer Service, Cashiering, Sales, Communication, Problem Solving
Charlotte, North Carolina, United States · On-site
$57k–$70k/yr
Mid level
Welcome to Whataburger Careers! Our Flavor — Why Whataburger Whataburger isn’t just a fast-food burger chain it is where bold leadership starts — and where potential doesn’t just grow, it heats up. Whether you're leading…
Skills: Local store marketing, Relationship building, Budget management, Marketing strategy, Data analysis
Charlotte, North Carolina, United States · On-site
Mid level
Store 2703209: 5335 Docia Crossing Rd, Charlotte, North Carolina 28269 Shift AvailabilityFlexible (Days, Evenings, Overnights + Weekends) Time Type Assistant Manager We want you to join our team as an Assistant Manager. …
Skills: Team Leadership, Recruiting, Interviewing, Hiring, Delegation
Charlotte, North Carolina, United States · On-site
Entry level
Store 2723928: 421 Tyvola Rd, Charlotte, North Carolina 28217 Shift AvailabilityFlexible (Days, Evenings, Overnights + Weekends) Time Type Circle K is an Equal Opportunity Employer. The Company complies with the American…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree, high school
Posted 10d ago
Apply by Sep 2
~40 hrs/week
Responsibilities
The Financial Services Representative is responsible for building banking relationships through proactive customer outreach and managing deposit accounts and lending services. They must also achieve individual and team sales goals while ensuring operational efficiency and compliance with bank policies.
Requirements
Candidates must have either a Bachelor's degree with 1 year of experience or a High School Diploma/GED with 5 years of experience in sales, customer service, or lending. The role requires strong interpersonal skills, the ability to learn new technology quickly, and the completion of a bank-sponsored licensing program within 12 months.
Full job description
Overview
A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.
Qualities of a successful candidate:
Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results
Communication Skills – Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Builds trust and confidence with clients
Adaptability: Has the ability to learn and adapt quickly to new information and technology
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
Influence: Capable of building rapport with different personalities to drive positive results
Agility: Able to process information and move quickly through problem resolution
Responsibilities & Qualifications
Duties & Responsibilities: Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. 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. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
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. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Position Specific Skills: Application of a structured sales process Providing financial guidance and expertise Financial literacy Knowledge of retail banking products and services
Qualifications: Minimum Required Education and Experience: Bachelor's Degree and 1 year experience OR High School Diploma or GED/Equivalent and 5 years' 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.
Preferred Area of Experience: Financial services sales, telephone sales
Required Licenses or Certifications: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role.
Additional Information
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. More information can be found at https://jobs.firstcitizens.com/benefits.
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 500 branches and offices in 30 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.
Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). First Citizens Bank. Forever First®. Member FDIC. Equal Housing Lender.
Social Media Terms of Use: https://www.firstcitizens.com/socialterms
Offices: 4300 Six Forks Road, Raleigh, North Carolina 27609, US
How many Retail jobs are open in Charlotte, NC right now?
There are currently 2,164 open retail positions in Charlotte, NC listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Retail roles in Charlotte, NC?
Companies currently hiring include Lowe's Companies, Inc., Circle K, Starbucks, CVS Health, Belk, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Retail jobs in Charlotte, NC?
Yes — 106 of the 2164 open retail positions offer remote or hybrid work (24 remote, 82 hybrid).
How do I apply for Retail jobs in Charlotte, NC?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.