Banking Customer Care Pro — Growth & Solutions

Carter Bank; Charlottesville (VA); 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 Bank in Charlottesville, VA seeks a Financial Services Representative to be the first point of contact for customers, handling transactions and guiding them through banking options.

You will deliver a superior customer experience, identify needs, refer to partners, process accounts, and support branch operations while meeting sales goals and staying compliant. Strong communication and cash handling skills, high school diploma, and retail banking experience preferred; training provided.

Qualifications

• Customer service and/or sales experience required.
• Previous retail bank experience preferred.
• Cash handling experience preferred.
• High school diploma or equivalent required.

Responsibilities

• Process transactions and service accounts.
• Open new accounts and refer to partners.
• Deliver exceptional customer service and build relationships.
• Identify customer needs and generate referrals.
• Assist with compliance and branch operations.
• Support branch growth and customer financial well-being.

Skills

Customer service

Sales

MS Office

Problem solving

Verbal communication

Written communication

Listening skills

Collaboration

Banking product knowledge

Adaptability

Prioritization

Cash handling

Education

High school diploma or equivalent

Job description

Carter Bank in Charlottesville, VA seeks a Financial Services Representative to be the first point of contact for customers, handling transactions and guiding them through banking options.

You will deliver a superior customer experience, identify needs, refer to partners, process accounts, and support branch operations while meeting sales goals and staying compliant. Strong communication and cash handling skills, high school diploma, and retail banking experience preferred; training provided.