Financial Services Representative (Part-Time) - Mt. Airy

Carter Bank • Mount Airy, NC

6d

About The Position

The Financial Services Representative is a customer-facing role and often the first point of contact for customers. The position provides banking expertise and personalized support, helping customers with everyday transactions, self-service options, basic banking needs, and referrals to appropriate resources. The representative builds customer relationships and supports customers’ financial well-being.

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.
• Ability to sit at a desk for long periods and use a computer.
• Ability to occasionally move or lift up to 25 pounds.
• Limited occasional travel, including during and after business hours.

Nice To Haves

• Some college.
• Previous experience in a retail bank or related industry.
• Previous cash-handling experience.

Responsibilities

• Provide customer services including processing transactions, servicing customers and accounts, opening accounts and products, and making referrals to partners.
• Deliver a strong customer experience by proactively engaging customers, building relationships through meaningful conversations, identifying and anticipating needs, and providing trusted solutions.
• 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 common account or customer issues, escalate unresolved issues for further research, and provide clear answers and timely solutions.
• Support efficient branch operations by following established processes, guidelines, and applicable compliance 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.
• Pursue career development by sharpening existing skills and learning new skills through training, coaching, observations, and other learning opportunities.
• Attend and participate in bank-sponsored events, enhance the bank’s visibility, and contribute to acquiring new customers.

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Disability coverage
• Other voluntary benefits
• 401(k)
• Paid time off
• Paid holidays

What This Job Offers

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