Financial Services Representative - Chatham

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. You will build relationships to improve customers' financial well-being by handling everyday transactions, educating on self-service options, assisting with basic banking needs, and routing customers to the appropriate next steps.

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 proactive engagement, meaningful conversations, and anticipating customer needs
• Identify basic customer needs and generate high-quality referrals to branch associates, internal partners, and external vendor partners
• Utilize bank resources to assist with resolving basic or common account/customer issues and escalate unresolved issues for further research
• Adhere to established processes and compliance directives while doing what is right for the customer
• Contribute to 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 career development by sharpening existing skills and learning new ones through training and coaching
• Attend and participate in bank-sponsored events to enhance visibility and contribute to customer growth and acquisition

Requirements

• High school diploma or equivalent required; 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

Knowledge and 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

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

Pay

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.