Customer-Focused Banking Specialist | Grow Your Career

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

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k)

Paid time off

Paid holidays

Job summary

Carter Bank is seeking a Financial Services Representative to guide customers through everyday banking needs and financial decisions. You will open accounts, service transactions, and refer clients to partners to support their goals.

In this role you’ll build relationships, deliver quality service, and contribute to branch goals while adhering to procedures and compliance requirements. Hybrid or on-site options may apply depending on location.

Qualifications

• High school diploma or equivalence 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.

Skills

Customer service

Sales

Cash handling

MS Office

Banking products

Verbal communication

Education

High school diploma

Tools

MS Office

Job description

Carter Bank is seeking a Financial Services Representative to guide customers through everyday banking needs and financial decisions. You will open accounts, service transactions, and refer clients to partners to support their goals.

In this role you’ll build relationships, deliver quality service, and contribute to branch goals while adhering to procedures and compliance requirements. Hybrid or on-site options may apply depending on location.