Banking Services Advisor

Carter Bank; Danville (VA); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial institution in Virginia is seeking a Financial Services Representative to provide exceptional customer service and financial expertise. This role involves guiding customers through banking needs, handling transactions, and generating referrals. Candidates should possess a high school diploma, customer service experience, and ideally, experience in retail banking. The position requires strong communication skills and aims to enhance customer relationships while meeting sales goals.

Qualifications

• High school diploma or equivalence 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.
• Delivers exceptional customer experience through every interaction.
• Identifies basic customer needs and generates referrals.
• Utilizes bank resources to resolve customer issues.
• Participates in growth strategies for the retail bank.
• Meets or exceeds sales goals through targeted activities.
• Actively enhances bank visibility through events.

Skills

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

Education

High school diploma or equivalence

Some college

Job description

A financial institution in Virginia is seeking a Financial Services Representative to provide exceptional customer service and financial expertise. This role involves guiding customers through banking needs, handling transactions, and generating referrals. Candidates should possess a high school diploma, customer service experience, and ideally, experience in retail banking. The position requires strong communication skills and aims to enhance customer relationships while meeting sales goals.