Financial Services Representative - Raleigh Atrium

Carter Bank • Raleigh, NC

2d

About The Position

As a Financial Services Representative, you are the first point of contact for customers and help 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 referrals to appropriate next steps. Through these interactions, the representative builds relationships that support customers’ financial well-being.

The representative contributes to the operation and growth of the retail bank by delivering customer service, identifying needs, offering suitable products and services, meeting sales goals, following bank processes and compliance requirements, and participating in professional development and 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.
• 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

• Process transactions and provide customer and account servicing, open new accounts and products, and refer customers to partners.
• Deliver an exceptional customer experience by engaging customers, building relationships through meaningful conversations, asking relevant questions, anticipating and responding to needs, and providing solutions.
• Identify basic customer needs and generate high-quality referrals to branch associates, internal partners, and external vendor partners.
• 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 an efficient and effective branch operation 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, 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