Financial Services Representative - Bedford

About the role

As a Financial Services Representative, you step into a dynamic role that blends customer interaction and financial expertise. You’ll be the first point of contact for customers, guiding them through their banking needs with a proactive and personalized touch. Whether handling everyday transactions, educating on self-service options, assisting with basic banking needs, or routing customers to the next step, you’ll build relationships to improve their financial well-being daily.

Responsibilities

• Provide a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners.
• Deliver exceptional customer experience through every interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering solutions that earn trust.
• Proactively identify basic customer needs and generate high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer’s financial goals.
• Utilize bank resources to assist with the resolution of basic or common account/customer issues and escalate unresolved issues for further research while providing clear, accurate answers and timely solutions.
• Contribute to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and complying with all applicable directives (policies, procedures, rules, and regulations).
• Actively participate in and support the bank’s strategic plan to grow all aspects of the retail bank’s business.
• Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services.
• Own your career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and other learning opportunities.
• Actively attend and participate in bank-sponsored events to enhance the visibility of the bank and contribute to the growth and acquisition of new customers.

Requirements

• High school diploma or equivalent required; some college preferred.
• Successful customer service and/or sales experience required.
• Previous experience in a retail bank or related industry preferred.
• Prior cash handling experience preferred.

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.

Qualifications

• Standing, walking, bending, and stooping required.
• Must be able to sit at a desk for long periods and use a computer.
• Must be able 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.

Pay

Hourly pay range: $14.10 – $22.06 per hour.

Benefits

Eligible associates may participate in Carter Bank’s benefits package, including:

• Medical, dental, and vision insurance.
• Life insurance and disability coverage.
• Other voluntary benefits.
• 401(k) retirement plan.
• Paid time off and paid holidays.