Customer-First Banking Advisor

Carter Bank; Lexington (VA); On-site; USD 29,000 - 46,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Job summary

Carter Bank is seeking a Financial Services Representative in Lexington, VA to serve customers, process transactions, and open accounts. You will educate customers on self-service options and direct them to appropriate services, while building lasting relationships to support their financial goals.

The role emphasizes proactive engagement, referrals to partners, and adherence to bank policies. A high school diploma and prior customer service/sales experience are typical requirements, with

Qualifications

• High school diploma or equivalent required.
• Successful customer service and/or sales experience preferred.
• Prior cash handling experience preferred.
• Retail banking or related industry experience is a plus.

Responsibilities

• Provides a range of customer services including transaction processing and account servicing.
• Delivers exceptional customer experience through proactive engagement and needs-based conversations.
• Identifies customer needs and generates referrals to branch associates and partners.
• Resolves basic account issues and escalates complex cases as needed.
• Supports branch efficiency by following processes and compliance directives.
• Participates in the bank's strategic plan to grow retail banking business.
• Meets or exceeds sales goals through targeted activities and product recommendations.
• Invests in career development through training and coaching.

Skills

Customer service

Sales skills

Banking basics

MS Office

Communication

Problem solving

Education

High school diploma or equivalent

Some college courses

Tools

MS Office

Job description

Carter Bank is seeking a Financial Services Representative in Lexington, VA to serve customers, process transactions, and open accounts. You will educate customers on self-service options and direct them to appropriate services, while building lasting relationships to support their financial goals.

The role emphasizes proactive engagement, referrals to partners, and adherence to bank policies. A high school diploma and prior customer service/sales experience are typical requirements, with