Financial Services Representative - Customer Care & Growth

Carter Bank; Eden (NC); On-site; USD 30,000 - 45,000; Full time

Job summary

A leading financial institution in Eden, North Carolina is seeking a Financial Services Representative to guide customers through their banking needs with a proactive and personalized touch. This role emphasizes customer service, sales goals, and building relationships to improve financial well-being. Responsibilities include processing transactions, educating customers, and identifying needs for suitable referrals. Candidates should have a high school diploma, customer service experience, and a passion for banking.

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.
• Delivers exceptional customer experience through meaningful engagement.
• Proactively identifies basic customer needs and generates referrals.
• Utilizes bank resources to resolve account/customer issues.
• Contributes to efficient branch operation adhering to compliance directives.
• Meets or exceeds sales goals through targeted activities.
• Owns career development by learning new skills and training.
• Actively participates in bank-sponsored events to enhance visibility.

Skills

Intermediate customer service skills

Intermediate verbal, written, and listening skills

Basic problem solving skills

Intermediate collaboration skills

Basic understanding of banking products and services

Intermediate adaptability skills

Basic prioritization skills

Basic proficiency with MS Office

Basic critical thinking skills

Education

High school diploma or equivalence

Some college

Job description

A leading financial institution in Eden, North Carolina is seeking a Financial Services Representative to guide customers through their banking needs with a proactive and personalized touch. This role emphasizes customer service, sales goals, and building relationships to improve financial well-being. Responsibilities include processing transactions, educating customers, and identifying needs for suitable referrals. Candidates should have a high school diploma, customer service experience, and a passion for banking.