Financial Services Representative - Graves Mill

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 appropriate next step, you’ll build relationships to improve their financial well-being.

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, asking relevant questions, 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 resolution of basic or common account/customer issues; escalate unresolved issues while providing clear, accurate answers and timely solutions.
• Contribute to the efficient operation of a well-run branch by adhering to established processes and guidelines while doing what is right for the customer and complying with all applicable directives.
• 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 sharpening existing skills and learning new ones through training, coaching, observations, and other learning opportunities.
• Actively attend and participate in bank-sponsored events to enhance the bank’s visibility and contribute to 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.