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Carter Bank · 2 hours ago

Financial Services Representative-Laurel Park

6142 A L Philpott Hwy, Martinsville, VA 24112, USA

Full-time

Onsite

New Grad, Entry Level

Carter Bank is seeking a Financial Services Representative to engage with customers and provide financial expertise. The role involves handling transactions, educating customers on self-service options, and building relationships to improve their financial well-being.

BankingCredit CardsFinanceFinancial Services

Responsibilities

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

Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals

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

Qualification

Customer serviceSales experienceBanking products knowledgeMS Office proficiencyPrioritizationProblem solvingCollaborationAdaptabilityCritical thinking