Customer-First Banking Specialist

Carter Bankshares in; Mount Airy (NC); 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 Bank (Mount Airy, NC) is seeking a Financial Services Representative to be the first point of contact for customers, handling everyday banking needs and offering proactive, personalized guidance. You will build relationships by asking questions, identifying needs, and routing customers to appropriate solutions.

Requirements include a high school diploma and customer service or sales experience; cash handling experience is a plus.

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.

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)

Skills

Customer service

Sales experience

Interpersonal communication

Problem solving

Education

High school diploma

Tools

MS Office

Job description

Carter Bank (Mount Airy, NC) is seeking a Financial Services Representative to be the first point of contact for customers, handling everyday banking needs and offering proactive, personalized guidance. You will build relationships by asking questions, identifying needs, and routing customers to appropriate solutions.

Requirements include a high school diploma and customer service or sales experience; cash handling experience is a plus.