Banking Customer Advocate & Solutions Advisor

Carter Bankshares; Eden (NC); 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 is seeking a Financial Services Representative in Eden, North Carolina. You will be the first point of contact for customers, handling everyday transactions, opening new accounts, and guiding clients to the right banking solutions to improve their financial well‑being.

The role emphasizes building relationships, delivering outstanding service, and meeting sales goals through proactive conversations.

Qualifications

• High school diploma or equivalent required.
• 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 transaction processing, customer and account servicing, opening new accounts and products, and referring to partners.
• Delivers exceptional customer experience through proactive engagement and building relationships.
• Identifies basic customer needs and generates referrals to branch associates and partners.
• Resolves basic issues using bank resources and escalates more complex cases when needed.
• Supports branch operations and adheres to policies, procedures, and compliance directives.
• Participates in the bank's strategic plan to grow retail banking business.
• Meets or exceeds sales goals through targeted activities and product recommendations.
• Owns career development through training and coaching.

Skills

Customer service

Sales experience

MS Office

Problem solving

Collaboration

Prioritization

Critical thinking

Education

High school diploma or equivalent

Some college a plus

Tools

MS Office

Job description

Carter Bankshares is seeking a Financial Services Representative in Eden, North Carolina. You will be the first point of contact for customers, handling everyday transactions, opening new accounts, and guiding clients to the right banking solutions to improve their financial well‑being.

The role emphasizes building relationships, delivering outstanding service, and meeting sales goals through proactive conversations.