Banking Concierge: Customer Care & Basic Solutions

Carter Bank; Roanoke, Northern (VA, KY); Hybrid; 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 Bank in Roanoke, VA is seeking a Financial Services Representative to serve as the first point of contact for customers. You will process transactions, open accounts, educate clients on self-service options, and refer customers to partners to support financial goals.

The role emphasizes building relationships, delivering personalized service, and maintaining compliance while pursuing sales objectives. Prior cash handling experience is preferred, and hours may include supplemental periods.

Qualifications

• High school diploma or equivalent required
• Successful customer service and/or sales experience required
• Prior cash handling experience preferred
• Previous experience in a retail bank or related industry preferred

Responsibilities

• Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners
• Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships
• Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners
• Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues
• Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines
• 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
• Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers

Skills

Customer service

Sales experience

Verbal communication

Written communication

Problem solving

MS Office

Attention to detail

Adaptability

Education

High school diploma or equivalent

Job description

Carter Bank in Roanoke, VA is seeking a Financial Services Representative to serve as the first point of contact for customers. You will process transactions, open accounts, educate clients on self-service options, and refer customers to partners to support financial goals.

The role emphasizes building relationships, delivering personalized service, and maintaining compliance while pursuing sales objectives. Prior cash handling experience is preferred, and hours may include supplemental periods.