Financial Services Representative

About the Role

As a Financial Services Representative, you will be the first point of contact for customers, guiding them through their banking needs with a proactive and personalized approach. This role involves building relationships to improve customers' financial well-being.

Key Responsibilities

• Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners.
• Delivers exceptional customer experience through proactive engagement, meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering solutions that earn customer trust.
• Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners.
• Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues.
• Contributes to efficient branch operations by adhering to established processes and guidelines, and complying with all applicable directives.
• Actively participates in and supports the bank's strategic plan to grow the retail bank's business.
• Meets or exceeds sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services.
• Owns career development through continuous skill sharpening, learning new skills, and taking advantage of training and coaching opportunities.
• Actively attends and participates in bank-sponsored events to enhance bank visibility and contribute to customer acquisition.

Requirements & Tech Stack

• High school diploma or equivalence required; some college is 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.
• Basic understanding of banking products and services.
• Basic proficiency with MS Office.

Qualifications

• Intermediate customer service skills.
• Intermediate verbal, written, and listening skills.
• Basic problem-solving skills.
• Intermediate collaboration skills.
• Intermediate adaptability skills.
• Basic prioritization skills.
• Basic critical thinking skills.

Physical and Mental Qualifications

• Standing, walking, bending, and stooping required.
• Ability to sit at a desk for long periods and use a computer.
• Ability to occasionally move or lift up to 25 pounds.
• May be asked to work supplemental hours periodically.
• Limited travel required occasionally during and after business hours.

Hourly Pay Range: $14.10 - $22.06 per hour

Benefits: Eligible associates may participate in Carter Bank's benefits package, including medical, dental, vision, life insurance, disability coverage, other voluntary benefits, 401(k), paid time off, and paid holidays.