Personal Banking Advisor

Carter Bank; Virginia, Northern (IL, KY); Hybrid; 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

Voluntary benefits

Job summary

Carter Bank in Chatham, VA is seeking a Financial Services Representative to handle everyday banking needs and build lasting customer relationships. You will guide customers through transactions, educate on self-service options, and route them to the appropriate next steps, driving financial well-being.

The role emphasizes proactive customer engagement, product knowledge, and performance toward sales goals in a community banking setting.

Qualifications

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

Responsibilities

• Process transactions and account servicing tasks.
• Open new accounts and refer to partners as needed.
• Deliver exceptional customer experiences with proactive conversations.
• Identify customer needs and generate high-quality referrals.
• Resolve basic issues and escalate when necessary.
• Support branch operations and comply with policies and regulations.
• Contribute to growth of the retail bank's business.
• Participate in bank events and customer growth initiatives.

Skills

Customer service

Verbal clarity

Written communication

Listening

Problem solving

Team collaboration

Banking knowledge

Adaptability

Prioritization

MS Office

Critical thinking

Education

High school diploma or equivalent

Tools

MS Office

Job description

Carter Bank in Chatham, VA is seeking a Financial Services Representative to handle everyday banking needs and build lasting customer relationships. You will guide customers through transactions, educate on self-service options, and route them to the appropriate next steps, driving financial well-being.

The role emphasizes proactive customer engagement, product knowledge, and performance toward sales goals in a community banking setting.