Banking Concierge & Financial Guidance Specialist

Carter Bank; Stuart (VA); Presencial; USD 19.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k)

Paid time off

Paid holidays

Descripción de la vacante

Carter Bank is seeking a Financial Services Representative to join our team. You will be the first point of contact for customers, guiding them through their banking needs with a proactive and personalized touch.

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Customer service

Sales experience

Communication skills

Problem solving

Basic banking knowledge

Educación

High school diploma

Some college

Herramientas

MS Office

Descripción del empleo

Carter Bank is seeking a Financial Services Representative to join our team. You will be the first point of contact for customers, guiding them through their banking needs with a proactive and personalized touch.

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