Customer-First Banking Services Rep

Carter Bank; Danville (VA); On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Paid time off

Paid holidays

Job summary

Carter Bank in Danville, VA seeks a Financial Services Representative to blend customer service with financial expertise. You will be the first point of contact, guiding customers through banking needs with a proactive and personalized touch.

Responsibilities include handling transactions, opening accounts, and collaborating with partners to reach sales goals. A high school diploma and prior cash handling experience are preferred; some college is a plus.

Qualifications

• 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 interaction by proactively engaging customers to build relationships.
• Proactively identifies basic customer needs and generates high-quality referrals to branch associates and partners.
• Utilizes bank resources to assist with resolution of basic issues and escalates unresolved ones for follow-up.
• Contributes to efficient branch operation by following processes and compliance directives.

Skills

Customer service

Sales experience

Banking knowledge

MS Office

Communication skills

Problem solving

Cash handling

Education

High school diploma

Some College

Tools

CRM system

POS system

Job description

Carter Bank in Danville, VA seeks a Financial Services Representative to blend customer service with financial expertise. You will be the first point of contact, guiding customers through banking needs with a proactive and personalized touch.

Responsibilities include handling transactions, opening accounts, and collaborating with partners to reach sales goals. A high school diploma and prior cash handling experience are preferred; some college is a plus.