Banking Services Specialist: Customer-Focused Growth

Carter Bankshares in; Blacksburg (VA); On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Carter Bankshares in Blacksburg, VA is seeking a Financial Services Representative to assist customers with transactions, opening accounts and referrals. You will deliver a personalized banking experience and build relationships to support customers' financial goals.

The role emphasizes proactive service, cross-selling opportunities, and adherence to bank policies. Requires a high school diploma and prior customer service experience; some college is a plus.

Qualifications

• Intermediate customer service skills.
• Intermediate verbal, written, and listening skills.
• Basic problem solving skills.
• Intermediate collaboration skills.
• Basic understanding of banking products and services.
• Intermediate adaptability skills.
• Basic prioritization skills.
• Basic proficiency with MS Office.
• Basic critical thinking skills.

Responsibilities

• Process transactions and service accounts; open new accounts.
• Engage customers to build relationships and identify needs.
• Refer customers to partners and escalate issues as needed.
• Resolve basic issues using bank resources and provide timely solutions.
• Adhere to policies, procedures and regulatory requirements.

Skills

Customer service

Sales

Verbal communication

Written communication

Problem solving

Collaboration

Banking knowledge

MS Office

Critical thinking

Education

High school diploma

Some college

Tools

MS Office

Job description

Carter Bankshares in Blacksburg, VA is seeking a Financial Services Representative to assist customers with transactions, opening accounts and referrals. You will deliver a personalized banking experience and build relationships to support customers' financial goals.

The role emphasizes proactive service, cross-selling opportunities, and adherence to bank policies. Requires a high school diploma and prior customer service experience; some college is a plus.