Post job

Finance representative jobs in Raleigh, NC - 204 jobs

All
Finance Representative
Finance Advisor
Investment Banker
Finance Service Representative
Finance Internship
Banker
Trader
Relationship Banker
Business Banker
Investment Representative
  • Investment Real Estate Banker

    First National Bank of Pennsylvania 3.7company rating

    Finance representative job in Raleigh, NC

    Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future. Investment Real Estate Banker 3 Business Unit:Commercial Banking Reports to:Varies by Assignment Position Overview: This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing real estate assets.The incumbent solicits, evaluates, authorizes, or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans.The incumbent advises borrowers on financial status and methods of payments.The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products. Primary Responsibilities: Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans. Requests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules. Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans. Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customer's needs. Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality. Handles customer complaints and takes appropriate action to resolve them. Stays abreast of new types of loans and other financial services and products to better meet customer's needs. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in an equivalent lending or banking position and in a successful business relationship in a customer focused position Knowledge of banking laws and regulations Experience in community and civic activities Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $140k-258k yearly est. 5d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Hourly Trader

    Alliance for Cooperativ

    Finance representative job in Raleigh, NC

    Raleigh, NC This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required. Duties and Responsibilities Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations. Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable. Responsible for filling native load requirements for participating members. Manage market of generation or contract resources for participating Members and Clients. Manages market exposure with regards to open book positions. Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators. Accurately input data into ACES' software systems. Optimize basic generation by utilizing economic decision making abilities. Coordination of Demand Side Management activities. Assists in the gathering of power marketing intelligence. Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments. Monitors market conditions and analyzes transactions to help identify and execute energy trades. Manages optimization opportunities of client portfolios. Excellent customer relationship management skills and ability to build business relationships with other companies Ability to travel. Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position. Any additional responsibilities assigned by management. Required Qualifications Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education. Previous business experience preferred to include price negotiation, data analysis and customer service. Demonstrated proficiency in computers, specifically Microsoft Excel. Competence with mathematics and technical concepts. High degree of analytical, attention to detail and organization skills. Excellent written and oral communication skills Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems Application and use of critical thinking skills.
    $60k-103k yearly est. Auto-Apply 17d ago
  • Hourly Trader

    Acespower

    Finance representative job in Raleigh, NC

    Raleigh, NC This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required. Duties and Responsibilities Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations. Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable. Responsible for filling native load requirements for participating members. Manage market of generation or contract resources for participating Members and Clients. Manages market exposure with regards to open book positions. Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators. Accurately input data into ACES' software systems. Optimize basic generation by utilizing economic decision making abilities. Coordination of Demand Side Management activities. Assists in the gathering of power marketing intelligence. Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments. Monitors market conditions and analyzes transactions to help identify and execute energy trades. Manages optimization opportunities of client portfolios. Excellent customer relationship management skills and ability to build business relationships with other companies Ability to travel. Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position. Any additional responsibilities assigned by management. Required Qualifications Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education. Previous business experience preferred to include price negotiation, data analysis and customer service. Demonstrated proficiency in computers, specifically Microsoft Excel. Competence with mathematics and technical concepts. High degree of analytical, attention to detail and organization skills. Excellent written and oral communication skills Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems Application and use of critical thinking skills.
    $60k-103k yearly est. Auto-Apply 17d ago
  • Investment Real Estate Banker

    First National Trust Company

    Finance representative job in Raleigh, NC

    Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future. Investment Real Estate Banker 3 Business Unit: Commercial Banking Reports to: Varies by Assignment Position Overview: This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing real estate assets. The incumbent solicits, evaluates, authorizes, or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans. The incumbent advises borrowers on financial status and methods of payments. The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products. Primary Responsibilities: Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans. Requests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules. Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans. Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customer's needs. Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality. Handles customer complaints and takes appropriate action to resolve them. Stays abreast of new types of loans and other financial services and products to better meet customer's needs. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in an equivalent lending or banking position and in a successful business relationship in a customer focused position Knowledge of banking laws and regulations Experience in community and civic activities Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $113k-211k yearly est. Auto-Apply 60d+ ago
  • Investment Real Estate Rep

    Vertigo Real Estate Ventures

    Finance representative job in Raleigh, NC

    At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance. Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed. Why Join VREV? Uncapped commissions & bonus opportunities - your income is in your hands Merit-based culture - promotions and growth come from performance, not tenure Full training provided - no real estate license required One-on-one coaching and proven sales systems Wellness perks - discounted gym memberships & wellness apps What You'll Do Prospect and build relationships with local real estate investors Conduct in-person property walkthroughs and showings Maintain an organized sales pipeline with consistent follow-up Collaborate with managers on strategy and growth opportunities Participate in sales meetings to share wins and sharpen your edge What It Takes Hungry, driven, and competitive mindset - you want to win Strong interpersonal skills and confidence in sales conversations Resilience when facing objections or rejection Desire for life-changing financial growth Sales experience preferred, but not required The Details Driver's license required; must be able to commute Commission-only role OTE: $100,000-$200,000+ If you've been waiting for an opportunity where hard work truly equals high reward - this is it. Apply today and let's see if you have what it takes to join the top 2% at VREV.
    $46k-89k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor - Financial Professional

    Cornerstone Advisor Group 3.8company rating

    Finance representative job in Raleigh, NC

    Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $50,000 - $140,000 Responsibilities: Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Be a coachable, organized team member interested in pursuing training development and educational opportunities Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Job duties include, but are not limited to: Sell & Maintain Life Insurance & Annuities Sell & Maintain Assets Under Management Develop and maintain strong relationships with clients Provide tailored financial advice and solutions to clients Manage the sales process from lead generation to closing Continuously learn and apply new industry knowledge Collaborate with the team and share best practices Maintain accurate and up-to-date client records and compliance documentation Qualifications: Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Up-to-date FINRA Series 7 & 63/66 documents are a bonus Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired A required Bachelor's degree in business administration, finance, or similarly related field If you are someone who has: The mindset of a capitalist and the heart of an altruist High energy, a strong work ethic, and a positive, optimistic approach A passion for helping people and a strong sense of mission Confidence, resilience, humility, and total commitment to your work Integrity and trustworthiness in everything you do The desire to create your own success while making a meaningful impact in your community Requirements: Active Life Producer License in your state of residence (Virginia or West Virginia) Proven ability to sell life insurance products and generate leads Excellent phone skills, with the confidence to reach out to new prospects and clients Business mindset with a strong drive to succeed and grow a personal business Strong interpersonal skills and the ability to connect with people from diverse backgrounds Eagerness and willingness to learn and improve About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
    $50k-140k yearly 22d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance representative job in Raleigh, NC

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
    $69k-123k yearly est. Auto-Apply 8d ago
  • Investment Real Estate Banker

    First National Bank (FNB Corp 3.7company rating

    Finance representative job in Raleigh, NC

    Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. Investment Real Estate Banker 3 Business Unit: Commercial Banking Reports to: Varies by Assignment Position Overview: This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing real estate assets. The incumbent solicits, evaluates, authorizes, or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans. The incumbent advises borrowers on financial status and methods of payments. The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products. Primary Responsibilities: Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans. Requests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules. Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans. Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customer's needs. Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality. Handles customer complaints and takes appropriate action to resolve them. Stays abreast of new types of loans and other financial services and products to better meet customer's needs. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in an equivalent lending or banking position and in a successful business relationship in a customer focused position Knowledge of banking laws and regulations Experience in community and civic activities Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $37k-45k yearly est. Auto-Apply 60d+ ago
  • Advisor, Financial Planning and Analysis

    Cardinal Health 4.4company rating

    Finance representative job in Raleigh, NC

    **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $80.9k-115.5k yearly 28d ago
  • Financial Services Representative - State Farm Agent Team Member

    Chad Richards

    Finance representative job in Raleigh, NC

    Responsive recruiter Benefits: 401(k) matching Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview State Farm Insurance Agent located in Raleigh, NC is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Chad Richards - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Ability to make presentations to potential customers Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $50,000.00 - $75,000.00 per year My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Raleigh, NC and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $50k-75k yearly Auto-Apply 12d ago
  • Private Client Banker - Six Forks Station - Raleigh, NC

    JPMC

    Finance representative job in Raleigh, NC

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $42k-90k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Chad Richards-State Farm Agent

    Finance representative job in Raleigh, NC

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview State Farm Insurance Agent located in Raleigh, NC is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Chad Richards - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Ability to make presentations to potential customers Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $31k-51k yearly est. 5d ago
  • Global Finance Summer Internship

    Merz North America 4.1company rating

    Finance representative job in Raleigh, NC

    About Us Founded in 1908, Merz is a successful, family-owned specialty healthcare company with a rich history. As a leading global aesthetics business, our award-winning portfolio of injectables, devices, and skincare products empowers healthcare professionals to enhance confidence through aesthetic medicine. Our purpose is to fuel confidence by helping people look better, feel better, and live better. We believe you do not have to choose between living life and making a living. Live your best life with Merz Aesthetics. A Brief Overview The summer interns will get insights into how a Global finance organization works from FP&A activities like monthly flux analysis and FRA activities like testing controls. Duties and Responsibilities Validate monthly flux analysis for financial results Validate all dashboards with Global Services team Conduct benchmarking work around operational excellence Minimum Requirements Must be intellectually curious and detail oriented Should be comfortable presenting findings and results Should have familiar with Microsoft tools such as excel, word, and ppt Education Minimum Requirements: Currently enrolled as a rising junior or senior at an accredited college or university. Pursuing a degree in Finance or related field. Preferred Requirements: Pursuing a Masters degree in Finance or related field. Additional Information Program Length: 11-week program (Projected Dates: June 1, 2026 - August 13, 2026) Location: Raleigh, NC Weekly Hybrid Schedule: 3 days in the office and 2 days remote
    $36k-49k yearly est. 12d ago
  • Global Finance Summer Internship

    Merz Pharmaceuticals USA

    Finance representative job in Raleigh, NC

    About Us Founded in 1908, Merz is a successful, family-owned specialty healthcare company with a rich history. As a leading global aesthetics business, our award-winning portfolio of injectables, devices, and skincare products empowers healthcare professionals to enhance confidence through aesthetic medicine. Our purpose is to fuel confidence by helping people look better, feel better, and live better. We believe you do not have to choose between living life and making a living. Live your best life with Merz Aesthetics. A Brief Overview The summer interns will get insights into how a Global finance organization works from FP&A activities like monthly flux analysis and FRA activities like testing controls. Duties and Responsibilities * Validate monthly flux analysis for financial results * Validate all dashboards with Global Services team * Conduct benchmarking work around operational excellence Minimum Requirements * Must be intellectually curious and detail oriented * Should be comfortable presenting findings and results * Should have familiar with Microsoft tools such as excel, word, and ppt Education Minimum Requirements: * Currently enrolled as a rising junior or senior at an accredited college or university. * Pursuing a degree in Finance or related field. Preferred Requirements: * Pursuing a Masters degree in Finance or related field. Additional Information Program Length: * 11-week program (Projected Dates: June 1, 2026 - August 13, 2026) Location: * Raleigh, NC * Weekly Hybrid Schedule: 3 days in the office and 2 days remote
    $33k-48k yearly est. 14d ago
  • Banker

    Quality Talent Group

    Finance representative job in Siler City, NC

    Job Description Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!
    $41k-88k yearly est. 12d ago
  • Financial Services Representative II- Raleigh Atrium

    Carter Bank 4.3company rating

    Finance representative job in Raleigh, NC

    As a Financial Services Representative II, you'll be responsible for building and maintaining strong relationships with both new and existing customers while helping them achieve their financial goals. You'll take a proactive approach to customer engagement ensuring that each interaction is meaningful and tailored to that customer's needs allowing you to identify new opportunities for growth and retention. Additionally, you will balance routine transactions and interactions with assisting customers through more complex banking matters while contributing to consistent growth and enhancing the financial well-being of our customers. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including engaging customers in financial needs-based conversations, account servicing, the opening of new products and services, accurately processing transactions, educating customers of self-service options, and referring to partners Delivers exceptional customer experience through proactive engagement, building relationships through meaningful conversations, and anticipating and fulfilling customer needs to deliver solutions that earn the customer's trust Proactively identifies opportunities and generates high-quality referrals to branch associates, internal partners, and external vendor partners in addition to partnering on business development activities to drive business growth and enhance customer satisfaction Assists with the resolution of more complex banking and customer service issues that may require research and/or collaboration with other departments/teams while maintaining ownership of the customer interaction and relationship to deliver informed solutions to our customers. Contributes to the efficient and effective operation of a well-run branch by following established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Responsible for assisting other associates as needed within defined authority limits and supporting branch management in operational tasks Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in and bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and/or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Advanced customer service skills Intermediate verbal, written, and listening skills Intermediate problem solving skills Intermediate collaboration skills Intermediate understanding of banking products and services Advanced adaptability skills Basic prioritization skills Basic proficiency with MS Office Intermediate critical thinking skills Intermediate negotiation skills Intermediate relationship building skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT
    $31k-37k yearly est. 13d ago
  • Finance Intern

    Aspida Financial Services

    Finance representative job in Durham, NC

    Internship Description : Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we're in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit ************** or follow them on LinkedIn. Who We Are: Sometimes, a group of people come together and create something amazing. They don't let egos get in the way. They don't settle for the status quo, and they don't complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That's the culture, the moxie, and the story of Aspida. Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that's why we're doing things differently than everyone else in our industry. We're dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers. What We Are Looking For: This position is will be within a certain area of the finance team from Tax, Strategy, Controllership, or FP&A. As a broader part of the finance department, this position will have the ability to gain exposure to other functions and high impact projects. This role is required to be onsite 3 days a week at our Durham, NC headquarters. What You Will Do: Budgeting and Forecasting Support Help in the preparation and review of budgets and forecasts. Support variance analysis by comparing actuals vs. budgeted numbers. Account Reconciliation Assist in reconciling bank statements, accounts payable/receivable, and general ledger entries. Identify discrepancies and report findings to senior finance staff. Financial Reporting Help prepare monthly, quarterly, and annual financial reports. Support the team in ensuring accuracy and compliance with company policies. Invoice Processing & Expense Tracking Assist with reviewing and processing vendor invoices and employee expense reports. Ensure documentation accuracy and compliance with internal policies. Market and Competitor Research Conduct basic financial research on market trends, competitors, or investment opportunities. Summarize findings and present to supervisors or team leads. ERP/Finance System Data Entry Enter and maintain data in financial software or enterprise resource planning (ERP) systems like SAP, Oracle, or QuickBooks. Ad Hoc Projects Assist with special projects such as cost-saving initiatives, financial modeling, or data cleanup efforts. What We Provide: Hourly Full-Time hours 9-week summer program What We Believe: At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items. Requirements What We Require: Working towards a Bachelor's degree in Finance or Accounting Analytical, problem solving and organizational skills. Proficiency in Microsoft Word, Excel and Access applications. Clear and concise verbal and written communication skills.
    $33k-48k yearly est. 60d+ ago
  • Floating Relationship Banker

    First National Bank of Pennsylvania 3.7company rating

    Finance representative job in Raleigh, NC

    Primary Office Location:2001 Fairview Road. Raleigh, North Carolina. 27608.Join our team. Make a difference - for us and for your future. Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $35k-44k yearly est. 5d ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance representative job in Raleigh, NC

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **Responsibilities** + Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies + Learns the Cardinal systems to track and validate the calculations of supplier rebates + Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly + Assist vendors and internal sourcing teams with any disputes/inquiries + Assist internal cash team with payment application details for vendor payments + Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy **_Qualifications_** + 3-6 years of experience, preferred + Bachelor's degree in related field, preferred, or equivalent work experience, preferred + Proficient in Microsoft Office Suite (e.g. Excel) + Experience with SAP or similar ERP systems + Experience with contracts and agreements + Strong organizational skills + Strong communication skills **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500 - $96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 33d ago
  • Banker

    Quality Talent Group

    Finance representative job in Siler City, NC

    Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!
    $41k-88k yearly est. 12d ago

Learn more about finance representative jobs

How much does a finance representative earn in Raleigh, NC?

The average finance representative in Raleigh, NC earns between $27,000 and $102,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Raleigh, NC

$53,000

What are the biggest employers of Finance Representatives in Raleigh, NC?

The biggest employers of Finance Representatives in Raleigh, NC are:
  1. Western & Southern Financial Group
Job type you want
Full Time
Part Time
Internship
Temporary