Client-Driven Financial Services Advisor

Carter Bank; Hillsville (VA); On-site; USD 30,000 - 45,000; Full time

Job summary

A financial institution is seeking a Financial Services Representative to engage with customers and provide tailored banking solutions. In this dynamic role, you'll process transactions, educate on self-service options, and ensure a positive customer experience. The ideal candidate will have a high school diploma, customer service experience, and a keen understanding of banking products. A commitment to enhancing customer relationships is crucial to success in this position.

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

• Provide a range of customer services including transaction processing.
• Deliver exceptional customer experience through engagement.
• Identify customer needs and generate high-quality referrals.

Skills

Intermediate customer service skills

Basic problem solving skills

Basic proficiency with MS Office

Education

High school diploma or equivalence

Some college education

Job description

A financial institution is seeking a Financial Services Representative to engage with customers and provide tailored banking solutions. In this dynamic role, you'll process transactions, educate on self-service options, and ensure a positive customer experience. The ideal candidate will have a high school diploma, customer service experience, and a keen understanding of banking products. A commitment to enhancing customer relationships is crucial to success in this position.