Banking Services Advisor – Build Relationships & Grow Sales

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

Job summary

A community-focused financial institution in Martinsville is seeking a Financial Services Representative to enhance customer relationships through tailored banking solutions. This full-time role involves providing exceptional customer service, processing transactions, and identifying customer needs to support financial goals. Ideal candidates will possess a high school diploma and relevant customer service experience, demonstrating strong interpersonal skills. Join a dynamic team where your contributions can significantly impact customer well-being.

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 and account servicing.
• Delivers exceptional customer experience by engaging customers to build relationships.
• Identifies customer needs and generates high-quality referrals for financial goals.
• Utilizes bank resources to resolve common account/customer issues.
• Contributes to effective branch operation adhering to compliance directives.
• Participates in bank's strategic plan for retail bank growth.
• Meets or exceeds sales goals through targeted sales activities.
• Owns career development through training and skills sharpening.
• Attends bank-sponsored events to enhance visibility and acquire new customers.

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 community-focused financial institution in Martinsville is seeking a Financial Services Representative to enhance customer relationships through tailored banking solutions. This full-time role involves providing exceptional customer service, processing transactions, and identifying customer needs to support financial goals. Ideal candidates will possess a high school diploma and relevant customer service experience, demonstrating strong interpersonal skills. Join a dynamic team where your contributions can significantly impact customer well-being.