Banking Services Associate — Customer Solutions & Growth

Carter Bank; Hillsville (VA); On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

Benefits package

Job summary

Carter Bank is seeking a Financial Services Representative to be the first point of contact for customers, guiding banking needs with a proactive, personalized touch. You will handle everyday transactions, educate on self-service options, and route customers to appropriate next steps while building long-term relationships for financial well‑being.

Responsibilities include handling transactions, servicing accounts, opening new products, and referring to partners.

Qualifications

• High School Diploma or equivalent required; some college a plus.
• Successful customer service and/or sales experience required.
• Prior retail bank experience preferred; cash handling background helps.

Responsibilities

• Provide a range of customer services including transaction processing, account servicing, and product referrals.
• Deliver exceptional customer experience by engaging customers and building relationships.
• Identify customer needs and generate referrals to support financial goals.
• Resolve basic account issues and escalate when needed with clear, timely communication.
• Support branch operations and comply with policies and regulations.
• Participate in the bank's strategic growth and achieve sales goals.

Skills

Customer service

Verbal communication

Written communication

Listening

Problem solving

Collaboration

MS Office

Critical thinking

Banking basics

Education

High School Diploma

Tools

MS Office

Job description

Carter Bank is seeking a Financial Services Representative to be the first point of contact for customers, guiding banking needs with a proactive, personalized touch. You will handle everyday transactions, educate on self-service options, and route customers to appropriate next steps while building long-term relationships for financial well‑being.

Responsibilities include handling transactions, servicing accounts, opening new products, and referring to partners.