Customer-Focused Financial Services Rep – Growth & Benefits

Carter Bank; Bedford (VA); Sur place; USD 19 000 - 30 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

401(k)

Résumé du poste

Carter Bank is seeking a Financial Services Representative in Bedford, VA. You will be the first point of contact for customers, guiding them through banking needs with a proactive, personalized approach.

Responsibilities include handling transactions, opening accounts, and referring customers to appropriate services while maintaining compliance and delivering a high level of service. This role emphasizes relationship building and cross-selling within a retail banking environment.

Qualifications

• Successful customer service and/or sales experience required.
• High school diploma or equivalent required; some college a plus.
• Previous experience in a retail bank or related industry preferred.

Responsabilités

• 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 proactive engagement and meaningful conversation to build relationships.
• Identifies basic customer needs and generates high-quality referrals to branch associates and external partners.
• Assists with resolution of basic customer issues and escalates unresolved issues for investigation.
• Supports efficient branch operations by following established processes and compliance directives.

Connaissances

Customer service

Sales experience

MS Office

Communication

Problem solving

Team collaboration

Banking knowledge

Formation

High school diploma or equivalent

Some college

Outils

MS Office

Description du poste

Carter Bank is seeking a Financial Services Representative in Bedford, VA. You will be the first point of contact for customers, guiding them through banking needs with a proactive, personalized approach.

Responsibilities include handling transactions, opening accounts, and referring customers to appropriate services while maintaining compliance and delivering a high level of service. This role emphasizes relationship building and cross-selling within a retail banking environment.