Financial Services Representative (Part-Time) - Eden

Carter Bank•Eden, NC

About The Position

As a Financial Services Representative, you will be a 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 handling everyday transactions, educating customers about self-service options, assisting with basic banking needs, and routing customers to appropriate next steps. Through these interactions, you will build customer relationships and support customers’ financial well-being. You will provide transaction processing, customer and account servicing, open new accounts and products, and make referrals. You will contribute to branch operations, support the retail bank’s strategic growth, meet or exceed sales goals, and comply with applicable policies, procedures, rules, and regulations. Associates are expected to develop their skills through training, coaching, observation, and other learning opportunities, and to participate in bank-sponsored events.

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.
Ability to sit at a desk for long periods and use a computer.
Ability to occasionally move or lift up to 25 pounds.
Limited travel may be required occasionally during and after business hours.

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 proactively, building relationships through meaningful conversations, asking relevant questions, anticipating and responding to needs, and providing solutions that earn customer trust.
Identify basic customer needs and generate high-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 and effective 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 acquiring new customers.