Financial Services Representative - Stuart

Carter Bank • Stuart, VA

3d

About The Position

As a Financial Services Representative, you are a first point of contact for customers, guiding them through banking needs with proactive, personalized service. The role combines customer interaction with financial expertise, including processing everyday transactions, educating customers about self-service options, assisting with basic banking needs, and routing customers to appropriate resources. The representative builds customer relationships and supports customers’ financial well-being.

The position provides transaction processing, customer and account servicing, new account and product opening, and referrals. It contributes to branch operations, retail bank growth, customer acquisition, and the bank’s strategic plan while following established procedures and applicable compliance requirements. Associates develop their skills through training, coaching, observations, and other learning opportunities, and may attend bank-sponsored events to enhance the bank’s visibility.

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; sit at a desk for extended periods and use a computer; and occasionally move or lift up to 25 pounds.
• Limited occasional travel, including during and after business hours, may be required.

Nice To Haves

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

Responsibilities

• Process transactions and provide customer and account servicing, open new accounts and products, and refer customers to partners.
• Deliver an exceptional customer experience by proactively engaging customers, building relationships through meaningful conversations, identifying needs, and offering solutions.
• Identify basic customer needs and make high-quality referrals to branch associates, internal partners, and external vendor partners in support of customer financial goals.
• 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.
• Support efficient branch operations by following established processes, guidelines, and applicable compliance directives.
• 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.
• Develop professionally by sharpening existing skills and learning new ones through assigned and self-sourced training, branch coaching, observations, and other learning opportunities.
• Attend and participate in bank-sponsored events to enhance the bank’s visibility and contribute to customer acquisition.

Benefits

• Eligible associates may participate in medical, dental, vision, life insurance, disability coverage, and other voluntary benefits.
• 401(k).
• Paid time off.
• Paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED