Retail Banking Advisor: Service & Solutions

Peoples-Bank; Newton (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

Peoples-Bank seeks a customer-focused representative to engage with customers about financial needs and to recommend and document appropriate accounts and services. The role involves cross-sell referrals to business partners and extensive travel within the service area.

The ideal candidate will have 1–3 years in branch banking or retail customer service, strong communication skills, good math/numerical accuracy, and proficiency with computers and office equipment. High school diploma required.

Qualifications

• One to three years of experience in branch banking, retail sales or general customer service.
• Strong customer service, communication and organizational abilities.
• Ability to assess customer needs and identify cross-sales opportunities.

Responsibilities

• Deliver exceptional customer service, engaging customers about their financial needs and our services.
• Recommend, open, and document appropriate accounts and related services.
• Refer customers to business partners for cross-sell opportunities.
• Able to travel extensively by automobile to service customers within the assigned market area.

Skills

Customer service

Sales skills

Communication

Organizational skills

Basic math

Computer skills

Education

High School Diploma

Associate or Bachelor’s in Business or equivalent experience

Job description

Peoples-Bank seeks a customer-focused representative to engage with customers about financial needs and to recommend and document appropriate accounts and services. The role involves cross-sell referrals to business partners and extensive travel within the service area.

The ideal candidate will have 1–3 years in branch banking or retail customer service, strong communication skills, good math/numerical accuracy, and proficiency with computers and office equipment. High school diploma required.