Banking Services Advisor — Elevate Customer Financial Wellness

Carter Bank; Chatham (VA); Sur place; USD 19 000 - 30 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability coverage

401(k)

Paid time off

Paid holidays

Résumé du poste

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

You will handle transactions, open accounts, and refer customers to partners, while delivering an exceptional experience and meeting sales goals. This full-time role emphasizes relationship-building and compliance in daily branch operations.

Qualifications

• High school diploma or equivalent required; some college is 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.

Responsabilités

• Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners.
• Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust.
• Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals.
• Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions.
• Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations).
• Actively participates in and supports the bank's strategic plan to grow all aspects of the retail bank’s business.
• Meets or exceeds sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services.
• Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise.
• Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers.

Connaissances

Customer service

Verbal communication

Written communication

Listening

Problem solving

Collaboration

Banking basics

MS Office

Adaptability

Time management

Formation

High school diploma or equivalent

Some college coursework

Outils

MS Office

Description du poste

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

You will handle transactions, open accounts, and refer customers to partners, while delivering an exceptional experience and meeting sales goals. This full-time role emphasizes relationship-building and compliance in daily branch operations.