Banking Services Advisor — Build Financial Wellness

Carter Bank; Danville (VA); On-site; USD 30,000 - 45,000; Full time

Job summary

A regional financial institution based in Danville, Virginia is seeking a Financial Services Representative. This role focuses on delivering exceptional customer service, guiding clients through their banking needs, and generating referrals to enhance financial well-being. Candidates should have customer service experience, a high school diploma, and preferable retail banking exposure. Join a team dedicated to exceptional growth and customer relationships while developing your skills in a supportive environment.

Qualifications

• 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 proactive engagement.
• Identifies basic customer needs and generates high-quality referrals.
• Resolves common account/customer issues effectively.
• Contributes to efficient branch operations and adheres to compliance directives.
• Participates in the bank's strategic growth plan.
• Meets or exceeds sales goals through targeted activities.
• Owns career development by sharpening existing skills.
• Enhances visibility of the bank through participation in 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 required

Some college a plus

Job description

A regional financial institution based in Danville, Virginia is seeking a Financial Services Representative. This role focuses on delivering exceptional customer service, guiding clients through their banking needs, and generating referrals to enhance financial well-being. Candidates should have customer service experience, a high school diploma, and preferable retail banking exposure. Join a team dedicated to exceptional growth and customer relationships while developing your skills in a supportive environment.