Financial Services Representative - Stuart

Carter Bank•Stuart, 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 combines customer interaction with financial expertise, including handling everyday transactions, educating customers about self-service options, assisting with basic banking needs, and directing customers to the appropriate next step. The position focuses on building customer relationships and supporting their financial well-being. The representative provides customer and account services, processes transactions, opens accounts and products, and makes referrals. They help resolve basic customer issues, follow bank processes and compliance requirements, support the retail bank’s strategic growth, and work toward sales goals. The role also involves ongoing skills development and participation in bank-sponsored events that increase the bank’s visibility and help acquire customers. Hourly pay range: $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.

Nice To Haves

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

Responsibilities

Process transactions and provide customer and account servicing, open new accounts and products, and refer customers to partners.
Deliver a strong customer experience by proactively engaging customers, building relationships through meaningful conversations, asking relevant questions, anticipating and responding to needs, and providing trusted solutions.
Identify basic customer needs and generate high-quality referrals to branch associates, internal partners, and external vendor partners in support of customers’ financial goals.
Use bank resources to resolve basic or common account and customer issues; escalate unresolved issues for further research while providing clear, accurate answers and timely solutions.
Follow established processes and guidelines, contribute to efficient branch operations, act in the customer’s best interest, and comply with applicable 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.
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 growth and acquisition.