Financial Services Rep - Customer Banking Advisor

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

Benefits offered by this job

Medical, dental, vision

401(k)

Paid time off

Paid holidays

Job summary

Carter Bank is seeking a Financial Services Representative to serve as the first point of contact for customers, guiding them through banking needs with a proactive, personalized touch. You will handle everyday transactions, educate on self-service options, and route customers to the next steps, building lasting relationships to improve financial well-being.

The role emphasizes cross-selling and referrals while delivering accurate information, resolving routine issues, and maintaining compliance

Qualifications

• High school diploma or equivalent required; some college preferred.
• Experience in customer service and/or sales required.
• Retail banking experience preferred; 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).
• 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 bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers.

Skills

Customer service

Sales experience

Banking basics

MS Office

Communication

Problem solving

Education

High school diploma

Job description

Carter Bank is seeking a Financial Services Representative to serve as the first point of contact for customers, guiding them through banking needs with a proactive, personalized touch. You will handle everyday transactions, educate on self-service options, and route customers to the next steps, building lasting relationships to improve financial well-being.

The role emphasizes cross-selling and referrals while delivering accurate information, resolving routine issues, and maintaining compliance