Client-Focused Financial Services Rep – Growth & Benefits

Carter Bank; Virginia; Sur place; USD 19 000 - 30 000; Plein temps

Avantages offerts par ce poste

Medical insurance

401(k)

Paid time off

Résumé du poste

Carter Bank in Virginia seeks 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, open accounts, refer clients to partners, and educate customers on self-service options while building lasting relationships to improve their financial well-being.

Qualifications

• High school diploma or equivalent 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.

Responsabilités

• 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 proactive engagement and meaningful conversations to build trust.
• Identifies basic customer needs and generates high-quality referrals to branch associates and partners.
• Uses bank resources to resolve basic issues and escalates unresolved ones for further research.
• Supports efficient branch operations by following processes, policies, and compliance directives.
• Participates in the bank's strategic plan to grow the retail bank's business.
• Meets or exceeds sales goals through targeted activities and product recommendations.
• Owns career development through training, coaching, and self-learning.
• Attends bank-sponsored events to enhance visibility and attract new customers.

Connaissances

Customer service

Verbal communication

Written communication

Listening skills

Problem solving

Collaboration

Banking products knowledge

Adaptability

Prioritization

MS Office

Critical thinking

Formation

High school diploma or equivalent

Outils

MS Office

Description du poste

Carter Bank in Virginia seeks 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, open accounts, refer clients to partners, and educate customers on self-service options while building lasting relationships to improve their financial well-being.