Financial Services Representative - Rocky Mount

Carter Bank • Rocky Mount, VA

1d • $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 and includes processing everyday transactions, educating customers about self-service options, assisting with basic banking needs, and directing customers to appropriate next steps. The representative builds customer relationships and supports customers’ financial well-being.

The position contributes to branch operations and the retail bank’s growth by delivering customer service, identifying customer needs, providing referrals, meeting sales goals, following established processes and compliance requirements, developing skills, and participating 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.
• 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.
• Previous experience in a retail bank or related industry.
• Prior cash-handling experience.

Responsibilities

• Provide customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring customers to partners.
• Deliver a strong customer experience by engaging customers in meaningful conversations, asking relevant questions, anticipating and responding to needs, and providing solutions that earn trust.
• Identify basic customer needs and generate referrals to branch associates, internal partners, and external vendor partners to support customers’ 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 and guidelines and applicable compliance directives, 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 and observation, and other learning opportunities.
• Attend and participate in bank-sponsored events, enhance the bank’s visibility, and contribute to new-customer growth and acquisition.

Benefits

• Eligible associates may participate in Carter Bank’s benefits package, including medical, dental, vision, life insurance, disability coverage, other voluntary benefits, 401(k), paid time off, and paid holidays.

What This Job Offers

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