Financial Services Representative - Martinsville

Carter Bank•Martinsville, VA

About The Position

As a Financial Services Representative, you are the first point of contact for customers and guide them through their banking needs with a proactive, personalized approach. The role combines customer interaction with financial expertise, including everyday transactions, self-service education, basic banking support, and routing customers to appropriate next steps. The representative builds customer relationships and supports customers’ financial well-being.

Requirements

High school diploma or equivalent.
Successful customer service and/or sales experience.
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.
Ability to stand, walk, bend, and stoop.
Ability to sit at a desk for long periods and use a computer.
Ability to occasionally move or lift up to 25 pounds.
May be asked to work supplemental hours periodically; limited travel may be required occasionally during and after business hours.

Nice To Haves

Some college.
Previous experience in a retail bank or related industry.
Prior cash-handling experience.

Responsibilities

Provide customer services including processing transactions, servicing customers and accounts, opening new accounts and products, and referring customers to partners.
Deliver an exceptional customer experience by engaging customers, building relationships through meaningful conversations, identifying and anticipating needs, and providing solutions that earn trust.
Identify basic customer needs and make high-quality referrals to branch associates, internal partners, and external vendor partners.
Use bank resources to resolve basic or common account and customer issues; escalate unresolved issues for further research and provide clear, accurate answers and timely solutions.
Contribute to efficient branch operations by following established processes and guidelines and applicable compliance policies, procedures, rules, and regulations.
Participate in and support the bank’s strategic plan to grow the retail bank’s business.
Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services.
Take ownership of career development by sharpening existing skills and learning new ones through training, coaching, observations, and other learning opportunities.
Attend and participate in bank-sponsored events to enhance the bank’s visibility and contribute to customer growth and acquisition.