Financial Services Representative (Part-Time) - Eden

Carter Bank • Eden, NC

5d • $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 a proactive, personalized approach. The role combines customer interaction with financial expertise, including handling everyday transactions, educating customers about self-service options, assisting with basic banking needs, and routing them to appropriate next steps. You will build customer relationships and support their financial well-being.

The position contributes to branch operations and the retail bank’s growth by providing customer and account services, identifying customer needs, making referrals, meeting sales goals, following established processes and compliance directives, and developing your skills through training and coaching. Associates may also attend 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.
• 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.
• May be asked to work supplemental hours periodically.
• Limited travel may be required occasionally 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.
• Provide an exceptional customer experience by proactively engaging customers, building relationships through meaningful conversations, identifying and anticipating needs, and delivering solutions.
• Identify basic customer needs and generate 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 while providing 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 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 to enhance the bank’s visibility and contribute to customer acquisition.

Benefits

• Eligible associates may participate in Carter Bank’s benefits package, including 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
• Career Level: Entry Level
• Education Level: High school or GED