Banking Services Advisor — Customer-Centric Support

Carter Bank; Northern, Independence (KY, 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 Kentucky is seeking a Financial Services Representative to be the first point of contact for customers, guiding them through daily banking needs with a proactive, personalized touch. You will process transactions, open and service accounts, educate customers on self-service options, and refer complex needs to specialists, while upholding compliance and delivering an exceptional experience.

Strong communication, cash handling, and problem-solving skills are essential to help

Qualifications

• High school diploma or equivalent required; some college a plus.
• Successful customer service and/or sales experience required.
• Previous experience in a retail bank or related industry preferred.
• Prior cash handling experience preferred.

Responsibilities

• Assist with transaction processing and account servicing.
• Educate customers on self-service options and products.
• Identify customer needs and refer to partners to support financial goals.
• Resolve basic customer issues and escalate unresolved ones.
• Support branch operations and comply with regulations.

Skills

Customer service

Verbal communication

Written communication

Listening skills

Problem solving

Collaboration

Banking product knowledge

Adaptability

Prioritization

MS Office

Critical thinking

Education

High school diploma or equivalent

Tools

MS Office

Job description

Carter Bank in Kentucky is seeking a Financial Services Representative to be the first point of contact for customers, guiding them through daily banking needs with a proactive, personalized touch. You will process transactions, open and service accounts, educate customers on self-service options, and refer complex needs to specialists, while upholding compliance and delivering an exceptional experience.

Strong communication, cash handling, and problem-solving skills are essential to help