Banking Services Specialist & Customer Champion

Carter Bank; Roxboro (NC); On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

Benefits package including medical, dʹ

PTO & paid holidays

Job summary

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

You will handle transactions, open accounts, educate on self-service options, and refer customers to partners to help achieve their financial goals while ensuring compliance and quality service. This role emphasizes relationship-building and growth of retail banking through active engagement.

Qualifications

• High school diploma or equivalence 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

• 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 interaction by proactively engaging customers to build relationships, asking questions, and delivering on solutions.
• Proactively identifies basic customer needs and generates referrals to branch associates and external partners to support customer financial goals.
• Utilizes bank resources to resolve basic issues and escalates unresolved ones while providing clear, accurate answers and timely solutions.
• Contributes to efficient operation by following policies and guidelines and adhering to compliance directives.
• Active participation in the bank's strategic plan to grow the retail bank's business.
• Meets or exceeds sales goals through targeted activities and appropriate product recommendations.
• Owns career development through training, coaching, and learning opportunities.

Skills

Customer service

Communication

Problem solving

Collaboration

Banking products

Adaptability

Prioritization

MS Office

Critical thinking

Education

High school diploma

Some college coursework

Job description

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

You will handle transactions, open accounts, educate on self-service options, and refer customers to partners to help achieve their financial goals while ensuring compliance and quality service. This role emphasizes relationship-building and growth of retail banking through active engagement.