Banking Services Advisor: Elevate Customer Finances

Carter Bank; Virginia, Northern (IL, KY); Hybrid; 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

Voluntary benefits

Job summary

Carter Bank is seeking a Financial Services Representative in Ferrum, VA to be the first point of contact for customers and guide them through their banking needs. You will handle everyday transactions, educate on self-service options, open accounts, and refer to partners to support financial goals.

The role emphasizes relationship-building, meeting sales goals, and participating in branch events while adhering to compliance and policies. Some college is a plus, with benefits offered.

Qualifications

• High school diploma or equivalent; some college is a plus.
• Previous customer service and/or sales experience required.
• Prior cash handling experience preferred.

Responsibilities

• Process transactions, service accounts, and open new accounts.
• Deliver exceptional customer experience and build relationships.
• Refer customers to partners and escalate issues as needed.
• Meet or exceed sales goals through targeted activities.
• Support branch operations and comply with procedures.

Skills

Customer service

Sales experience

Communication

Cash handling

MS Office

Education

High school diploma

Some college

Job description

Carter Bank is seeking a Financial Services Representative in Ferrum, VA to be the first point of contact for customers and guide them through their banking needs. You will handle everyday transactions, educate on self-service options, open accounts, and refer to partners to support financial goals.

The role emphasizes relationship-building, meeting sales goals, and participating in branch events while adhering to compliance and policies. Some college is a plus, with benefits offered.