Customer-Driven Banking Services Representative

Carter Bank; Charlottesville (VA); On-site; USD 40,402,000 - 63,211,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Paid time off

Paid holidays

Job summary

Carter Bank in Charlottesville, VA 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.

The role emphasizes delivering outstanding service, processing transactions, opening accounts, cross-selling bank products, and referring customers to partners while staying compliant and focused on building lasting financial wellbeing.

Qualifications

• High school diploma or equivalent; 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

• Process transactions and service customer accounts; open new accounts and refer to partners.
• Deliver exceptional customer experience through proactive engagement and needs-based solutions.
• Identify basic customer needs and generate referrals to branch associates and external partners.
• Resolve basic or common account/customer issues and escalate as needed.
• Support efficient branch operations by following established processes and complying with policies and regulations.
• Support the bank's growth by meeting sales goals and participating in bank events.
• Pursue career development through training, coaching, and self-directed learning.
• Contribute to growth by helping attract new customers.

Skills

Customer service

Sales

MS Office

Verbal communication

Written communication

Listening

Problem solving

Team collaboration

Banking products knowledge

Adaptability

Prioritization

Education

High school diploma or equivalent

Tools

MS Office

Job description

Carter Bank in Charlottesville, VA 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.

The role emphasizes delivering outstanding service, processing transactions, opening accounts, cross-selling bank products, and referring customers to partners while staying compliant and focused on building lasting financial wellbeing.