Financial Services Representative - Martinsville

Carter Bank • Martinsville, VA

7d • $14 - $22

About The Position

The Financial Services Representative (FSR) is a customer-facing role that provides banking assistance and financial guidance. As a first point of contact, the representative helps customers with everyday transactions, basic banking needs, self-service options, and appropriate referrals, while building relationships and supporting customers’ financial well-being.

The position delivers customer service across transaction processing, account servicing, and opening new accounts and products. It involves identifying customer needs, offering suitable products and services, resolving common account issues or escalating them when necessary, and contributing to branch operations and the retail bank’s growth. The representative also develops job skills through training and coaching and may participate in bank-sponsored events. Physical requirements include standing, walking, bending, stooping, prolonged desk and computer use, and occasionally moving or lifting up to 25 pounds. Supplemental hours may be requested periodically, and limited travel may occasionally be required during or after business hours.

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; sit at a desk for extended periods and use a computer; and occasionally move or lift up to 25 pounds.
• May be asked to work supplemental hours periodically; limited travel may occasionally be required during and after business hours.

Nice To Haves

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

Responsibilities

• Process transactions and provide customer and account servicing, open new accounts and products, and refer customers to partners.
• Deliver a strong customer experience by proactively engaging customers, building relationships through meaningful conversation, 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 basic or common customer and account 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 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 professionally through assigned and self-sourced training, branch coaching and observation, and other learning opportunities.
• Attend and participate in bank-sponsored events to 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, and vision insurance; 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