Jobs · Finance · North Carolina

Financial Services Representative - Reidsville

Carter Bank · Reidsville, NC · 6 days ago
FinanceFull-time

ESSENTIAL JOB FUNCTIONS

  • 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 every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust
  • Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions
  • Contributes 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 adhering to all applicable compliance directives (policies, procedures, rules, and regulations)
  • Actively participates in and supports the bank's strategic plan to grow all aspects of the retail bank's business
  • Mets or exceeds sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services
  • Owes their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise
  • Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers

JOB REQUIREMENTS

  • A 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

PHYSICAL AND MENTAL QUALIFICATIONS

  • Standing, walking, bending and stooping required
  • Must be able to sit at a desk for long periods of time 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

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