Financial Services Representative (Part-Time) - Independence

Carter Bank•Independence, VA

5d•$14 - $22

About The Position

As a Financial Services Representative, you are a first point of contact for customers and guide them through their banking needs with a proactive, personalized approach. The role includes handling everyday transactions, educating customers about self-service options, helping with basic banking needs, and routing customers to appropriate next steps while building relationships that support their financial well-being. The representative provides customer and account services, opens accounts and products, makes referrals, resolves basic customer issues, and escalates issues requiring further research. The role contributes to branch operations, supports the retail bank’s growth, meets or exceeds sales goals, develops job skills through training and coaching, and participates in bank-sponsored events. The position requires standing, walking, bending, and stooping; sitting at a desk and using a computer for extended periods; and occasionally moving or lifting up to 25 pounds. Supplemental hours may be requested. Limited travel may occasionally be required during and after business hours. Hourly pay is $14.10–$22.06. Eligible associates may participate in Carter Bank’s benefits package.

Requirements

High school diploma or equivalent required.
Successful customer service and/or sales experience required.
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.
Must be able to stand, walk, bend, and stoop.
Must be able to sit at a desk for long periods and use a computer.
Must be able to occasionally move or lift up to 25 pounds.

Nice To Haves

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

Responsibilities

Provide transaction processing, customer and account servicing, account and product opening, and referrals to partners.
Deliver an exceptional customer experience by engaging customers, building relationships through meaningful conversation, identifying needs, and providing solutions.
Identify basic customer needs and make referrals to branch associates, internal partners, and external vendor partners.
Use bank resources to resolve basic or common account and customer issues, and escalate unresolved issues for further research while providing clear answers and timely solutions.
Follow established processes and guidelines, applicable compliance directives, and customer-focused practices in daily branch work.
Support the bank’s strategic plan to grow the retail banking business.
Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services.
Develop skills 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 growth and acquisition.