Banking Advisor: Grow Customer Wealth & Trust

Carter Bankshares; Independence (MO); On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k)

Paid time off

Paid holidays

Job summary

Carter Bankshares in Independence, MO is hiring a Financial Services Representative to serve as the first point of contact for customers and guide them through banking needs with a proactive, personalized touch.

You will handle everyday transactions, educate on self-service options, and refer customers to appropriate next steps while building lasting relationships to improve their financial well-being.

Qualifications

• 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.

Responsibilities

• Provides a range of customer services including transactions, account servicing, and opening new accounts.
• Delivers exceptional customer experience by engaging customers and building relationships.
• Identifies customer needs and generates referrals to support financial goals.
• Resolves basic issues and escalates complex matters for further research.

Skills

Customer service

Communication

Sales

Problem solving

Collaboration

Adaptability

Prioritization

Education

High school diploma

Some college

Tools

MS Office

Job description

Carter Bankshares in Independence, MO is hiring a Financial Services Representative to serve as the first point of contact for customers and guide them through banking needs with a proactive, personalized touch.

You will handle everyday transactions, educate on self-service options, and refer customers to appropriate next steps while building lasting relationships to improve their financial well-being.