Apply on Employer Site

Carter Bank · 4 hours ago

Financial Services Representative II-Gardens Blvd

Charlottesville, VA

Full-time

Onsite

New Grad, Entry Level

Carter Bank is seeking a Financial Services Representative II who will be responsible for building and maintaining strong relationships with customers to help them achieve their financial goals. The role involves providing customer service, processing transactions, and identifying growth opportunities while ensuring exceptional customer experiences.

BankingCredit CardsFinanceFinancial Services

Responsibilities

Provides a range of customer services including engaging customers in financial needs-based conversations, account servicing, the opening of new products and services, accurately processing transactions, educating customers of self-service options, and referring to partners

Delivers exceptional customer experience through proactive engagement, building relationships through meaningful conversations, and anticipating and fulfilling customer needs to deliver solutions that earn the customer's trust

Proactively identifies opportunities and generates high-quality referrals to branch associates, internal partners, and external vendor partners in addition to partnering on business development activities to drive business growth and enhance customer satisfaction

Assists with the resolution of more complex banking and customer service issues that may require research and/or collaboration with other departments/teams while maintaining ownership of the customer interaction and relationship to deliver informed solutions to our customers

Contributes to the efficient and effective operation of a well-run branch by following 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)

Responsible for assisting other associates as needed within defined authority limits and supporting branch management in operational tasks

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

Owns 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 and bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers

Qualification

Customer service skillsBanking products knowledgeSales experienceCash handling experienceListening skillsPrioritization skillsMS Office proficiencyVerbal communicationWritten communicationProblem solvingCollaboration skillsAdaptability skillsCritical thinkingNegotiation skillsRelationship building