Financial Services Advisor II: Growth & Solutions

Carter Bank; Charlottesville (VA); On-site; USD 22,000 - 34,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k)

Paid time off

Paid holidays

Job summary

Carter Bank in Charlottesville, VA is seeking a Financial Services Representative II to build lasting relationships with new and existing customers, guiding them toward their financial goals through friendly, needs-based conversations and proactive service.

You will balance routine transactions with resolving more complex banking matters, contribute to branch growth, and support a positive, compliant customer experience.

Qualifications

• High school diploma or equivalent; some college preferred.
• Experience in customer service and/or sales.
• Retail bank or related industry experience preferred.
• Cash handling experience preferred.

Responsibilities

• Provides a range of customer services including engaging customers in financial needs-based conversations, account servicing, the opening of new products and services, accurately processing transactions, educating customers of self-service options, and referring to partners
• Delivers exceptional customer experience through proactive engagement, building relationships through meaningful conversations, and anticipating and fulfilling customer needs to deliver solutions that earn the customer's trust
• Proactively identifies opportunities and generates high-quality referrals to branch associates, internal partners, and external vendor partners in addition to partnering on business development activities to drive business growth and enhance customer satisfaction
• Assists with the resolution of more complex banking and customer service issues that may require research and/or collaboration with other departments/teams while maintaining ownership of the customer interaction and relationship to deliver informed solutions to our customers.
• Contributes to the efficient and effective operation of a well-run branch by following 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)
• Responsible for assisting other associates as needed within defined authority limits and supporting branch management in operational tasks
• Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business
• Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services
• Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise
• Actively attends and participates in and bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers

Skills

Advanced customer service

Verbal and written communication

Problem solving

Collaboration

Banking products knowledge

Adaptability

Prioritization

MS Office

Critical thinking

Negotiation

Relationship building

Education

High School Diploma

Tools

MS Office

Job description

Carter Bank in Charlottesville, VA is seeking a Financial Services Representative II to build lasting relationships with new and existing customers, guiding them toward their financial goals through friendly, needs-based conversations and proactive service.

You will balance routine transactions with resolving more complex banking matters, contribute to branch growth, and support a positive, compliant customer experience.