Financial Services Representative

Carter Bank; Reidsville (NC); On-site; USD 30,000 - 50,000; Full time

Job summary

Ein etabliertes Finanzinstitut sucht einen engagierten Financial Services Representative, der eine Schlüsselrolle in der Kundeninteraktion spielt. Diese Position erfordert exzellenten Kundenservice und die Fähigkeit, Kunden bei ihren Bankbedürfnissen zu unterstützen. Sie werden die erste Anlaufstelle für Kunden sein und durch proaktive Beratung und individuelle Betreuung das Vertrauen der Kunden gewinnen. Ihre Aufgaben umfassen die Bearbeitung von Transaktionen, die Aufklärung über Selbstbedienungsoptionen und die Unterstützung bei grundlegenden Bankbedürfnissen. Wenn Sie eine Leidenschaft für den Kundenservice haben und in einem dynamischen Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• Erforderlich: High School Diploma oder gleichwertig; einige College-Kurse sind von Vorteil.
• Erfolgreiche Erfahrung im Kundenservice und/oder Verkauf erforderlich.

Responsibilities

• Bereitstellung einer Vielzahl von Kundenservices, einschließlich Transaktionen und Kontoeröffnungen.
• Identifizierung grundlegender Kundenbedürfnisse und Generierung hochwertiger Empfehlungen.

Skills

Kundenservice

Verkaufserfahrung

MS Office

Problemlösungsfähigkeiten

Kritisches Denken

Education

High School Diploma

Some College

Job description

Reidsville
305 South Main Street
Reidsville, NC 27320, USA

FLSA STATUS: Non-Exempt

Summary

As a Financial Services Representative, you will play a vital role in customer interactions and providing financial expertise. You will be the first point of contact, guiding customers through their banking needs with a proactive and personalized approach. Your responsibilities include handling transactions, educating customers on self-service options, assisting with basic banking needs, and directing customers to the appropriate next steps. Building strong relationships to enhance customers' financial well-being is key.

Essential Job Functions

• Provide a range of customer services, including transactions, account servicing, opening new accounts/products, and referring customers to partners.
• Deliver exceptional customer experiences through meaningful conversations, asking relevant questions, responding to needs, and building trust.
• Identify basic customer needs proactively and generate high-quality referrals to internal and external partners.
• Use bank resources to resolve common account or customer issues, escalating unresolved issues for further research, and providing clear, accurate, and timely solutions.
• Contribute to efficient branch operations by following established processes and guidelines, ensuring compliance with policies, procedures, rules, and regulations.
• Support the bank's strategic growth initiatives across retail banking.
• Achieve or surpass sales goals through targeted activities, identifying customer needs, and recommending suitable products/services.
• Engage in ongoing career development via training, coaching, and self-learning opportunities.
• Participate in bank-sponsored events to increase visibility and contribute to customer acquisition and growth.

Job Requirements

• High school diploma or equivalent required; some college is a plus.
• Successful customer service and/or sales experience required.
• Retail banking or related industry experience preferred.
• Cash handling experience preferred.

Knowledge and Skills

• Intermediate customer service, verbal, written, and listening skills.
• Basic problem-solving, collaboration, and critical thinking skills.
• Understanding of banking products and services.
• Adaptability and prioritization skills.
• Proficiency in MS Office.

Physical and Mental Qualifications

• Standing, walking, bending, and stooping required.
• Ability to sit at a desk for extended periods and use a computer.
• Occasional lifting up to 25 pounds.
• Periodically work supplemental hours and limited travel.

Additional Information

Qualifications, Skills, Behaviors, Motivations, Education, Experience, Licenses & Certifications: Details as provided.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is committed to providing equal employment opportunities and complying with federal employment laws. Applicants are encouraged to review their rights under these laws.