Financial Services Representative - Rocky Mount

Carter Bank•Rocky Mount, VA

About The Position

As a Financial Services Representative, you are a first point of contact for customers, guiding them through banking needs with a proactive and personalized approach. The role involves handling everyday transactions, educating customers about self-service options, assisting 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 servicing, processes transactions, opens accounts and products, and makes referrals. The role contributes to branch operations, supports the retail bank's strategic growth, meets or exceeds sales goals, develops professional skills, and participates in bank-sponsored events.

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.
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.

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 an exceptional customer experience by proactively engaging customers, building relationships through meaningful conversation, 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 account and customer issues; escalate unresolved issues for further research while providing accurate answers and timely solutions.
Support efficient branch operations by following established processes and guidelines and complying 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 professional skills 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.