Financial Services Specialist: Customer Banking Expert

Carter Bankshares in; Hillsville (VA); On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k)

Paid time off

Paid holidays

Job summary

Carter Bankshares in Hillsville, VA, is seeking a Financial Services Representative to be the first point of contact for customers. You will guide banking needs with proactive, personalized service and build lasting relationships.

Responsibilities include processing transactions, promoting products, and routing customers to appropriate colleagues while maintaining compliance and delivering exceptional experiences daily.

Qualifications

• High school diploma or equivalent required; some college a plus.
• Previous customer service and/or sales experience preferred

Responsibilities

• Assist customers with transactions and account servicing.
• Educate customers about self-service options and banking products.
• Refer customers to partners and internal specialists as appropriate.
• Respond to customer inquiries with accurate information and timely solutions.
• Support branch operations and compliance guidelines in daily tasks.

Skills

Customer service

Sales experience

MS Office

Communication skills

Problem solving

Collaboration

Adaptability

Prioritization

Education

High school diploma

Tools

MS Office

Job description

Carter Bankshares in Hillsville, VA, is seeking a Financial Services Representative to be the first point of contact for customers. You will guide banking needs with proactive, personalized service and build lasting relationships.

Responsibilities include processing transactions, promoting products, and routing customers to appropriate colleagues while maintaining compliance and delivering exceptional experiences daily.