Financial Services Representative - Raleigh Atrium

Carter Bank • Raleigh, NC

3d • $14 - $22

About The Position

As a Financial Services Representative, you are a first point of contact for customers and guide them through their banking needs with proactive, personalized service. The role combines customer interaction with financial expertise and includes handling everyday transactions, educating customers about self-service options, assisting with basic banking needs, and directing customers to the appropriate next steps. The representative builds customer relationships to support financial well-being.

The position provides transaction processing, customer and account servicing, new account and product opening, and referrals. It supports branch operations and the bank’s retail growth strategy while delivering a trusted customer experience and meeting sales goals. Representatives also pursue ongoing career development and participate in bank-sponsored events that enhance 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.
• 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.
• 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.
• Engage customers proactively, build relationships through meaningful conversations, identify and anticipate needs, and provide solutions that earn customer trust.
• Identify basic customer needs and generate quality referrals to branch associates, internal partners, and external vendor partners in support of 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, 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.

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
• Career Level: Entry Level
• Education Level: High school or GED