Client-Focused Banking Specialist

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

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability coverage

401(k)

Paid time off

Paid holidays

Job summary

Carter Bank in Roxboro, NC 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 approach.

You will handle transactions, educate on self-service options, open accounts, and refer customers to appropriate partners while building lasting relationships for their financial well-being.

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 customer interaction by proactively engaging customers to build relationships and deliver solutions that earn trust
• Identifies basic customer needs and generates referrals to branch associates, internal partners, and external vendors
• Uses bank resources to resolve basic account/customer issues and escalates unresolved issues for further research
• Follows processes and guidelines to keep the branch well-run and compliant
• Participates in the bank's strategic plan to grow the retail bank’s business
• Meets or exceeds sales goals through targeted activities and product offerings
• Invests in career development through training, coaching, and learning opportunities
• Attends bank events to enhance visibility and attract new customers

Skills

Customer service

Sales

Verbal communication

Written communication

Listening

Problem solving

Collaboration

Adaptability

Prioritization

Critical thinking

Education

High school diploma or equivalent

Some college

Tools

MS Office

Job description

Carter Bank in Roxboro, NC 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 approach.

You will handle transactions, educate on self-service options, open accounts, and refer customers to appropriate partners while building lasting relationships for their financial well-being.