Customer Banking & Solutions Advisor

Carter Bankshares; Bedford (MA); On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k)

Paid time off

Paid holidays

Job summary

Carter Bankshares is seeking a Financial Services Representative in Bedford, MA to be the first point of contact for customers, guiding them through their banking needs with a proactive and personalized touch. You will handle transactions, educate on self-service options, and route customers to appropriate next steps while building lasting relationships.

The role emphasizes delivering an exceptional customer experience, identifying basic needs, and generating referrals to support customers'

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 through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust
• Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals
• Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions
• Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)
• Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business
• Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services
• Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise
• Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers

Skills

Customer service

Verbal & written communication

Problem solving

Collaboration

Banking knowledge

MS Office

Adaptability

Education

High school diploma or equivalent

Some college

Tools

MS Office

Job description

Carter Bankshares is seeking a Financial Services Representative in Bedford, MA to be the first point of contact for customers, guiding them through their banking needs with a proactive and personalized touch. You will handle transactions, educate on self-service options, and route customers to appropriate next steps while building lasting relationships.

The role emphasizes delivering an exceptional customer experience, identifying basic needs, and generating referrals to support customers'