Banking Solutions Advisor

Carter Bank; Madison Heights (VA); On-site; USD 32,000 - 45,000; Full time

Job summary

A regional financial institution is seeking a Financial Services Representative in Madison Heights to enhance customer relationships and help with banking needs. Responsibilities include processing transactions, providing exceptional service, and meeting sales goals. Candidates should have a high school diploma and customer service experience. This full-time position offers growth opportunities within a collaborative environment, and familiarity with banking products is a plus.

Qualifications

• 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.
• Delivers exceptional customer experience through engaging customers.
• Identifies customer needs and generates referrals to support goals.
• Utilizes bank resources for resolution of customer issues.
• Meets or exceeds sales goals through targeted activities.

Skills

Intermediate customer service skills

Basic problem-solving skills

Intermediate verbal, written, and listening skills

Intermediate collaboration skills

Basic understanding of banking products and services

Basic proficiency with MS Office

Education

High school diploma or equivalence

Some college

Job description

A regional financial institution is seeking a Financial Services Representative in Madison Heights to enhance customer relationships and help with banking needs. Responsibilities include processing transactions, providing exceptional service, and meeting sales goals. Candidates should have a high school diploma and customer service experience. This full-time position offers growth opportunities within a collaborative environment, and familiarity with banking products is a plus.