Banking Services Specialist — Grow Customer Relationships

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Paid holidays

Job summary

Carter Bank in Ferrum, VA seeks a Financial Services Representative to be the first point of contact for customers, guiding them through everyday banking, transactions, and self-service options with a proactive, personalized approach. You will build relationships to improve customers' financial well-being and refer leads to partners while handling account servicing and compliance. This role emphasizes customer service, sales, and collaboration across teams.

Qualifications

• High school diploma or equivalent required; college experience a plus.
• Prior customer service and/or sales experience required.
• Retail bank or related industry experience preferred.

Responsibilities

• Provides a range of customer services including transaction processing and account servicing.
• Delivers excellent customer experience through proactive engagement and meaningful conversation.
• Identifies customer needs and generates referrals to partners and branch staff.
• Uses bank resources to resolve routine account issues and escalates when needed.
• Follows established processes and compliance directives to keep branch operations running smoothly.
• Supports branch growth by participating in bank events and achieving sales goals.

Skills

Customer service

Sales

Cash handling

Problem solving

Communication

Collaboration

Adaptability

Banking knowledge

Prioritization

Time management

Education

High school diploma

Tools

MS Office

Job description

Carter Bank in Ferrum, VA seeks a Financial Services Representative to be the first point of contact for customers, guiding them through everyday banking, transactions, and self-service options with a proactive, personalized approach. You will build relationships to improve customers' financial well-being and refer leads to partners while handling account servicing and compliance. This role emphasizes customer service, sales, and collaboration across teams.