Banking Services Advisor | Build Relationships & Help Customers

Carter Bank; Bedford (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 Bedford, VA is seeking a Financial Services Representative to be the first point of contact for customers, guiding them through everyday banking needs with a personalized approach.

The role emphasizes proactive relationship building, handling transactions, and referring customers to partners while ensuring compliance and delivering exceptional service. Opportunities for growth and community involvement are encouraged.

Qualifications

• Customer service and sales experience preferred
• Basic understanding of banking products and services
• Intermediate verbal, written, and listening skills
• Ability to handle multiple tasks in a busy branch

Responsibilities

• Provides transaction processing and account servicing.
• Opens new accounts and cross-sells products.
• Delivers exceptional customer experience through proactive engagement.
• Identifies customer needs and generates referrals to partners.
• Resolves basic issues and escalates complex ones.
• Complies with branch processes and regulatory requirements.
• Supports branch growth and participates in events.
• Meets sales goals through targeted activities.

Skills

Customer service

Sales skills

Verbal communication

Written communication

Problem solving

Banking knowledge

Team collaboration

Education

High school diploma

Some college preferred

Tools

MS Office

Job description

Carter Bank in Bedford, VA is seeking a Financial Services Representative to be the first point of contact for customers, guiding them through everyday banking needs with a personalized approach.

The role emphasizes proactive relationship building, handling transactions, and referring customers to partners while ensuring compliance and delivering exceptional service. Opportunities for growth and community involvement are encouraged.