Banking & Customer Service Specialist

Carter Bank

United States

On-site

USD 19,000 - 30,000

Full time

9 days ago

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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 Stuart, VA is seeking a Financial Services Representative to be the first point of contact for customers, handling everyday transactions and guiding them through basic banking needs with a proactive, personalized approach.

You will open new accounts, service existing ones, refer customers to partners, and help meet branch goals while complying with policies. This on-site role offers hourly pay and a comprehensive benefits package.

Qualifications

Intermediate customer service skills.
Intermediate verbal, written, and listening skills.
Basic problem solving skills.
Intermediate collaboration skills.
Basic understanding of banking products and services.
Intermediate adaptability skills.
Basic prioritization skills.
Basic proficiency with MS Office.
Basic critical thinking skills.

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 through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust.
Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals.
Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions.
Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations).
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 through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise.
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.