Customer-First Financial Services Rep

Carter Bankshares in; Lexington (VA); 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 seeks a Financial Services Representative in Lexington, VA to be the first point of contact for customers, handling everyday transactions, guiding them through banking options, and building relationships that improve their financial well-being.

This role emphasizes proactive engagement, knowledge of banking products, and collaboration with branch teams to meet sales goals while delivering accurate information and compliant service.

Qualifications

• High school diploma or equivalent required; some college is a plus.
• Proven customer service or sales experience required.
• Previous experience in retail banking preferred.
• Cash handling experience is preferred.

Responsibilities

• Process transactions and service customer accounts.
• Open new accounts and refer to partners.
• Provide exceptional customer experience through proactive engagement.
• Assist customers with banking needs and self-service options.
• Meet sales goals through targeted activities.
• Support branch operations in compliance with bank policies.

Skills

Customer service

Sales

Cash handling

MS Office

Verbal communication

Written communication

Listening skills

Problem solving

Team collaboration

Banking products knowledge

Education

High school diploma or equivalent

Some college

Tools

Point of sale systems

Job description

Carter Bankshares seeks a Financial Services Representative in Lexington, VA to be the first point of contact for customers, handling everyday transactions, guiding them through banking options, and building relationships that improve their financial well-being.

This role emphasizes proactive engagement, knowledge of banking products, and collaboration with branch teams to meet sales goals while delivering accurate information and compliant service.