Banking Services Representative - Customer-Focused Finance

Carter Bankshares in; Chatham (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 Bankshares is seeking a Financial Services Representative in Chatham, VA to assist customers with transactions and banking needs. You will guide clients, open new accounts, and refer to partners while delivering proactive, personalized service.

The role emphasizes building relationships, meeting sales goals, and contributing to branch growth within a compliant, customer-first environment.

Qualifications

• Proven customer service and/or sales experience preferred.
• Knowledge of basic banking products and services is a plus.
• Strong communication and interpersonal skills required.

Responsibilities

• Handle daily transactions and customer accounts.
• Open new accounts and refer to partners as needed.
• Deliver exceptional customer experience through proactive engagement.
• Identify customer needs and provide appropriate banking solutions.
• Adhere to policies, procedures, and compliance directives.

Skills

Customer service

Sales

MS Office

Communication

Problem solving

Collaboration

Prioritization

Adaptability

Banking basics

Education

High school diploma

Tools

MS Office

Job description

Carter Bankshares is seeking a Financial Services Representative in Chatham, VA to assist customers with transactions and banking needs. You will guide clients, open new accounts, and refer to partners while delivering proactive, personalized service.

The role emphasizes building relationships, meeting sales goals, and contributing to branch growth within a compliant, customer-first environment.