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Financial Service Representative Jobs in North Carolina

PLS

Customer Service Representative

Charlotte, NC

$15.75 - $21.25/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... Customer Service Representatives (CSRs) are the primary point of contact with our customers. They ...

PLS

Customer Service Representative

Gastonia, NC · On-site

$14.50 - $20/hr

PLS -- which stands for People - Location - Service -- is a leading retail provider of financial ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

PLS

Overnight Customer Service Representative

Durham, NC

$14.50 - $19.75/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

PLS

Overnight Customer Service Representative

Charlotte, NC

$15.75 - $21.25/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... The CSR is accountable for maintaining company quality standards and complying with all policies ...

PLS

Customer Service Representative

Charlotte, NC

$15.75 - $21.25/hr

PLS - which stands for People - Location - Service - is a leading retail provider of financial ... Customer Service Representatives (CSRs) are the primary point of contact with our customers. They ...

PLS

Customer Service Representative

Charlotte, NC

$15.75 - $21.25/hr

PLS - which stands for People - Location - Service - is a leading retail provider of financial ... Customer Service Representatives (CSRs) are the primary point of contact with our customers. They ...

PLS

Customer Service Representative

Charlotte, NC · On-site

$15.75 - $21.25/hr

PLS - which stands for People - Location - Service - is a leading retail provider of financial ... Customer Service Representatives (CSRs) are the primary point of contact with our customers. They ...

PLS

Overnight Customer Service Representative

Durham, NC · On-site

$15.50 - $21/hr

The PLS Group, headquartered in Chicago, is comprised of over 200 financial service centers in 12 ... Customer Service Representatives (CSRs) are the primary point of contact with our customers. They ...

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$14

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$31

How much do financial service representative jobs pay per hour?

As of May 28, 2026, the average hourly pay for financial service representative in North Carolina is $20.22, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $21.83 per hour, depending on experience, location, and employer.

What Is a Financial Service Representative?

A financial service representative is a person that works for an investment bank or other financial institution. As a financial service representative, your duties revolve around selling a wide variety of financial products and services. Some of these financial products include lines of credit, credit cards, bank accounts, and investment services. You must have significant customer service experience and a good combination of sales skills and financial knowledge in order to be able to match financial products and services with each customer’s needs. Many financial service representatives work on commission.

What are the key skills and qualifications needed to thrive as a Financial Service Representative, and why are they important?

To thrive as a Financial Service Representative, you need a solid understanding of financial products, customer service, and basic accounting or banking principles, typically supported by a relevant degree or banking experience. Proficiency with financial software systems, customer relationship management (CRM) tools, and sometimes licensing such as FINRA Series 6 or 63 may be required. Strong interpersonal skills, active listening, and problem-solving abilities are crucial for building trust with clients and addressing their financial needs. These competencies ensure you can effectively serve customers, comply with regulations, and contribute to the organization's reputation and growth.

What are some typical challenges Financial Service Representatives face when working with clients, and how can they overcome them?

Financial Service Representatives often encounter challenges such as explaining complex financial products to clients with varying levels of financial literacy, meeting sales or service targets, and managing multiple client relationships simultaneously. Overcoming these challenges involves developing strong communication skills, staying updated on financial products and regulations, and using organizational tools to manage workloads efficiently. Proactively building trust with clients and seeking mentorship from experienced colleagues can also help representatives navigate difficult situations and achieve their goals.

What is the difference between Financial Service Representative vs Customer Service Representative?

AspectFinancial Service RepresentativeCustomer Service Representative
CredentialsTypically requires FINRA licenses, financial certifications, or relevant experienceNo specific financial credentials required
Work EnvironmentBank branches, financial institutions, investment firmsRetail stores, call centers, service desks
Employer & IndustryFinancial services, banking, investment companiesRetail, telecommunications, service industries
Primary FocusProviding financial advice, selling financial products, account managementHandling customer inquiries, resolving issues, providing product info

Financial Service Representatives focus on financial products and services, often requiring specific licenses and working within financial institutions. Customer Service Representatives handle general customer inquiries across various industries. While both roles involve client interaction, their responsibilities and required credentials differ significantly.

More about Financial Service Representative jobs
What are popular job titles related to Financial Service Representative jobs in North Carolina? For Financial Service Representative jobs in North Carolina, the most frequently searched job titles are:
What job categories do people searching Financial Service Representative jobs in North Carolina look for? The top searched job categories for Financial Service Representative jobs in North Carolina are:
What cities in North Carolina are hiring for Financial Service Representative jobs? Cities in North Carolina with the most Financial Service Representative job openings:
What are popular job titles related to Financial Service Representative jobs in NC? For Financial Service Representative jobs in NC, the most frequently searched job titles are:
Financial Service Representative jobs near you
Infographic showing various Financial Service Representative job openings in North Carolina as of May 2026, with employment types broken down into 1% Locum Tenens, 39% Full Time, 59% Part Time, and 1% Contract. Highlights an 94% Physical, and 6% Remote job distribution, with an average salary of $42,052 per year, or $20.2 per hour.
Senior Financial Service Representative

Senior Financial Service Representative

Langley

Wake Forest, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley.
Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 400,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia.
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:
  • Educational Assistance, encompassing books, lab fees, registration costs, and more.
  • Support for Student Loan Repayment.
  • Abundant Career Growth Opportunities.

Time Off That Matters:
  • Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
  • Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
  • Paid Sick Time for all team members.

Financial Security:
  • Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
  • Company-covered short- and long-term disability insurance.
  • Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
  • Flexible Health Care and Dependent Care benefits.

Langley Federal Credit Union is currently hiring for a Full Time Senior Financial Service Representative to work on-site from our North Raleigh Branch in Raleigh, NC.
Job Summary:
Provides members and potential members of Langley with impeccable service throughout our branch network, in person or over the phone. Uses consultative selling to offer financial products and services that meet or exceed members' needs. Identifies opportunities to increase member engagement. Educates members on Langley products and services to improve members' lives by helping them save, borrow, and spend wisely.
Essential Functions, Duties, and Responsibilities:
  • Assumes operational responsibility for their assigned branch, including opening and closing procedures, when another member of leadership is not present.
  • Serves as a mentor and role model for all staff, providing on-site training.
  • Provides security overrides to other staff, ensuring adequate control of transactions.
  • Assists other staff with escalated member situations.
  • Uses consultative selling to offer financial products and services that meet or exceed members' needs through outbound calling, relationship building, or in-person conversations.
  • Answers Contact Center calls as needed after cross-training.
  • Processes new accounts, additional share types, and IRAs according to policy to ensure compliance with BSA and US Patriot Act laws.
  • Processes consumer loan products and services, including personal, auto, home equity line of credit, and credit cards, ensuring compliance with federal regulations and credit union policies and procedures.
  • Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
  • Works on the teller line to assist as needed after cross-training.
  • Assists members with all account and loan-related service needs, including offering financial advice to improve their financial well-being.
  • Assists with Online and Telephone banking, including enrollment, general education, troubleshooting, and resetting passwords or security questions.
  • Records every member interaction and follow up using the Customer Relationship Management (CRM) and Document Management System tools.
  • Educates members on Langley products and services, making referrals to internal business partners.
  • Fosters teamwork by professionally interacting with peers, supervisors, and other Langley employees.
  • Serves as a front-line deterrent against fraud and theft, protecting members and the Credit Union.
  • Supports the day-to-day operations and efficiencies of the branch.
  • Complies with all Credit Union policies and regulatory requirements.
  • Works at other branch locations as needed.

Qualifications:
  • 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.
  • One year of financial institution experience is required, and three years are preferred.
  • Employees in this position are required to obtain and maintain a valid Notary Public commission within six (6) months of their hire date as a condition of continued employment.

Our Keys to Success:
  • Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
  • Langley Ambassadors - Demonstrates a passion for Langley's vision, encouraging diversity, equity, and inclusion while considering Langley's values when making decisions and taking accountability for delivering results.
  • Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
  • Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
  • Continuous Learners - 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.

Physical Requirements:
The physical demands described here must be met by an employee to successfully perform this position's essential functions, duties, and responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit, walk, stand, and drive. Use of hands and fingers required to operate standard office equipment such as a phone, mouse, keyboard, etc. The ability to speak and hear will be necessary for this role. Occasional lifting of up to ten pounds may be required. Specific vision requirements for the job include close vision (at 20 inches or less) and the ability to identify and distinguish colors.
Working Conditions:
The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This position requires occasional work in outdoor weather conditions at member events, though work will typically be performed in a climate-controlled, indoor environment. The noise level within the work environment can range from quiet to loud. Loud environments will typically occur when attending large member events. The ability to work a flexible schedule, including Saturdays, is required.
This job description is not designed to cover or contain a comprehensive listing of functions, duties, or responsibilities that are required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time, with or without notice.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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