Relationship Banking Advisor II

Carter Bankshares; Winston-Salem (NC); On-site; USD 23,000 - 35,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid time off

Paid holidays

Job summary

Carter Bankshares is seeking a Financial Services Representative II to help customers achieve their financial goals through personalized conversations and quality service.

You will balance routine transactions with more complex banking matters, fostering relationships and contributing to branch growth. The role emphasizes customer satisfaction, referrals, and teamwork in a retail banking setting.

Qualifications

• High school diploma or equivalence; 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

• Engage customers in financial needs-based conversations and assist with transactions.
• Deliver exceptional customer experience through proactive engagement and trust-building.
• Identify opportunities and generate referrals to branches and partners.
• Assist with resolving complex banking issues and collaborate with other teams as needed.

Skills

Customer service

Sales mindset

Banking products

Problem solving

Relationship building

Education

High school diploma

Tools

MS Office

Job description

Carter Bankshares is seeking a Financial Services Representative II to help customers achieve their financial goals through personalized conversations and quality service.

You will balance routine transactions with more complex banking matters, fostering relationships and contributing to branch growth. The role emphasizes customer satisfaction, referrals, and teamwork in a retail banking setting.