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Customer Service Representative - Financial Services

Hiring organization
Confidential — Confidential financial services company (employer named before interviews)
Location
Charlotte, NC, US
Workplace
On-site
Employment
Full-Time
Pay
$38,000 - $51,500 per year
Date posted
2026-11-02
Closing date
2027-11-02

Typical pay for this kind of job

Customer Service Representatives · Charlotte-Concord-Gastonia, NC-SC metro area

Posted pay is in the typical range
Median$21.63
Low$17.79
High$24.35

This job pays $18.27–$24.76 · Amounts are per hour

Low and high are the 25th and 75th percentiles: half of people in this occupation in Charlotte-Concord-Gastonia, NC-SC metro area earn between them. This is typical pay for the occupation, not an offer from this employer. Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2025. Job titles matched using the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. JAI Bot has modified this information; USDOL/ETA has not approved, endorsed, or tested these modifications.

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Job description

Role overview: The Customer Service Representative - Financial Services is based in Charlotte, North Carolina and supports account servicing, transaction workflows, and customer communications. This position combines hands-on execution with reliable documentation and collaboration across operational and technical teams. Responsibilities: Respond to customer inquiries, resolve routine account issues, document interactions, and escalate complex cases. Apply these responsibilities to account servicing, transaction workflows, and customer communications. Work with process owners to preserve access controls and maintain clear review and approval records. Identify problems early, record the evidence behind recommendations, and coordinate handoffs so agreed work is completed accurately. ROLE-SPECIFIC RESPONSIBILITIES Assist customers with account-service questions, transaction inquiries, and requests that fall within approved support procedures. Verify identity before discussing protected account details. Explain next steps in plain language, keep complete CRM notes, and route disputes or suspected unauthorized activity through established channels. Track unresolved cases through handoff and completion. Recognize questions requiring licensed or specialist advice and refer them appropriately rather than making unsupported commitments. Qualifications: 1+ year of relevant experience or equivalent practical training. Demonstrated capability in clear communication, CRM records, issue triage, and service follow-through. Experience supporting financial services is preferred. Ability to document decisions, communicate clearly, and handle business information responsibly. ADDITIONAL QUALIFICATIONS Candidates should be able to explain how they have used clear communication, CRM records, issue triage, and service follow-through in practical work. Relevant experience may come from employment, consulting engagements, apprenticeships, or substantial projects. Bring examples of how you resolved an operational problem, checked the accuracy of your work, and communicated a recommendation to colleagues with different responsibilities. Familiarity with the industry is valuable, and the ability to learn unfamiliar processes and ask precise questions is equally important. FIRST 90 DAYS Learn approved verification and escalation procedures, demonstrate accurate case documentation, and take ownership of a defined service queue. During onboarding, review existing documentation, meet the people who depend on this role, and confirm priorities with your manager. Agree on a realistic delivery plan, record dependencies, and share progress regularly. Success will be evaluated through the quality of completed work, reliable follow-through, and improvements to the specific process or service assigned to you. WORKING RELATIONSHIPS Work collaboratively with operational stakeholders and subject-matter experts. Keep decisions, unresolved questions, and handoffs documented so others can continue work without unnecessary delays. Raise conflicting priorities early and propose practical next steps. Maintain confidentiality and use approved systems when handling customer, employee, or business information. Work arrangement: Full-Time, On-site in Charlotte, North Carolina. Estimated annual cash compensation: USD 38,000 to 51,500. APPLICATION DETAILS Applications close November 2, 2027. Staffing agency submissions are welcome. Submit a resume that describes relevant responsibilities, tools used, and measurable outcomes. The hiring organization is confidential during the initial application stage.

Required skills

clear communication, CRM records, issue triage, and service follow-through

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