Financial Services Representative - Radford

Carter Bank•Radford, VA

3d•$14 - $22

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 handling everyday transactions, educating customers about self-service options, helping with basic banking needs, and directing them to appropriate next steps. You will build customer relationships and support their financial well-being. The position provides customer and account services, processes transactions, opens accounts and products, and refers customers to partners. It supports branch operations, compliance, retail banking growth, sales goals, career development, and the bank’s visibility in the community.

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 long periods and use a computer; and 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

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 providing solutions.
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 customer and account issues, escalating unresolved issues for further research and providing clear, accurate answers and timely solutions.
Support the efficient operation of the branch by following established processes and 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, enhance the bank’s visibility, and contribute to acquiring new customers.