RFinancial Services Representative (Part-Time) - Hillsville

About the role

As a Financial Services Representative, you will be the first point of contact for customers, guiding them through banking needs with a proactive and personalized touch. You will handle everyday transactions, educate customers on self‑service options, assist with basic banking needs, and route customers to the appropriate next step, building relationships that improve their financial well‑being.

Responsibilities

• Provide a range of customer services including transaction processing, account servicing, opening new accounts and products, and referring customers to partners.
• Deliver exceptional customer experiences by engaging customers, asking relevant questions, anticipating needs, and delivering solutions that earn trust.
• Identify basic customer needs and generate high‑quality referrals to branch associates, internal partners, and external vendors to support financial goals.
• Utilize bank resources to resolve basic or common account/customer issues; escalate unresolved issues while providing clear, accurate answers and timely solutions.
• Contribute to efficient branch operations by adhering to established processes, guidelines, and compliance directives (policies, procedures, rules, and regulations).
• Support the bank’s strategic plan to grow retail banking business.
• Meet or exceed sales goals through targeted activities, identifying customer needs, and offering appropriate products and services.
• Own career development by sharpening existing skills, learning new ones through training, coaching, and observations.
• Attend and participate in bank‑sponsored events to enhance visibility and contribute to customer 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.

Skills

• Intermediate customer service skills.
• Intermediate verbal, written, and listening communication skills.
• Basic problem‑solving and critical‑thinking abilities.
• Intermediate collaboration and adaptability skills.
• Basic understanding of banking products and services.
• Basic prioritization skills.
• Basic proficiency with Microsoft Office.

Physical and Mental Qualifications

• Standing, walking, bending, and stooping required.
• Ability to sit at a desk for long periods and use a computer.
• Occasional lifting or moving 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

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