Part-Time Banking Services Associate

Carter Bank; Charlotte (NC); On-site; USD 20,664 - 27,552; Part time

Job summary

A regional financial institution in Charlotte, NC is looking for a part-time Financial Services Representative. This role involves providing exceptional customer service, handling transactions, and addressing customer needs while promoting banking products. Candidates should have a high school diploma and some customer service experience. Join a team focused on enhancing customers' financial well-being through meaningful connections and service. Competitive hourly rates and a supportive work environment are offered.

Qualifications

• Experience in customer service and/or sales is required.
• Previous experience in a retail bank or related industry preferred.
• Some knowledge of banking products and services is necessary.

Responsibilities

• Provide a range of customer services including transaction processing.
• Deliver exceptional customer experience through proactive engagement.
• Identify basic customer needs and generate high-quality referrals.
• Adhere to established processes and guidelines in daily work.
• Meet or exceed sales goals through targeted sales activities.

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 equivalency

Some college education

Job description

A regional financial institution in Charlotte, NC is looking for a part-time Financial Services Representative. This role involves providing exceptional customer service, handling transactions, and addressing customer needs while promoting banking products. Candidates should have a high school diploma and some customer service experience. Join a team focused on enhancing customers' financial well-being through meaningful connections and service. Competitive hourly rates and a supportive work environment are offered.