Financial Services Representative (Part-Time) - Independence

Carter Bank • Independence, VA

3d

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 everyday transactions, education about self-service options, assistance with basic banking needs, and routing customers to appropriate next steps. The position builds customer relationships and supports customers’ financial well-being.

The representative provides transaction processing and account services, opens new accounts and products, and makes referrals to partners. They contribute to branch operations, support the retail bank’s strategic growth, meet or exceed sales goals, and develop their skills through training, coaching, and other learning opportunities. The role also includes participating in bank-sponsored events to increase the bank’s visibility and help acquire new customers.

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.
• Able to stand, walk, bend, and stoop; sit at a desk for extended periods and use a computer; and 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.
• Prior cash-handling experience.

Responsibilities

• Provide transaction processing, customer and account servicing, new account and product opening, and referrals to partners.
• Deliver a strong customer experience by proactively engaging customers, building relationships through meaningful conversations, identifying needs, and providing solutions.
• Identify basic customer needs and generate referrals to branch associates, internal partners, and external vendor partners.
• Use bank resources to resolve basic or common account and customer issues, escalating unresolved issues for further research and providing clear, accurate answers and timely solutions.
• Follow established processes and 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.
• Develop existing skills and learn new ones through assigned and self-sourced training, branch coaching and observations, and other learning opportunities.
• Attend and participate in bank-sponsored events to enhance the bank’s visibility and contribute to new customer acquisition.

Benefits

• Eligible associates may participate in medical, dental, vision, life insurance, disability coverage, other voluntary benefits, a 401(k), paid time off, and paid holidays.

What This Job Offers

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