Carter Bank
Financial Services Representative-South Main Danville
Carter Bank, Danville, Virginia, United States, 24540
Financial Services Representative – South Main Danville
Join Carter Bank as a Financial Services Representative. This dynamic role blends customer interaction and financial expertise.
Summary As a Financial Services Representative, you will be the first point of contact for customers, guiding them through their banking needs with a proactive and personalized touch.
Essential Job Functions
Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners.
Delivers exceptional customer experience through every interaction by proactively engaging customers, building relationships through meaningful conversation, and anticipating needs.
Proactively identifies basic customer needs and generates high‑quality referrals to branch associates, internal partners, and external vendor partners.
Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research.
Contributes to the efficient and effective operation of a well‑run branch by adhering to established processes, guidelines, and compliance directives.
Actively participates in and supports the bank's strategic plan to grow all aspects of the retail bank's business.
Meets or exceeds sales goals through targeted activities, identifying customer needs, and offering appropriate products and services.
Owns career development by sharpening existing skills and learning new ones through training and observations.
Actively attends and participates in bank‑sponsored events to enhance visibility and contribute to new customer acquisition.
Job Requirements
High school diploma or equivalence required; some college a plus.
Successful customer service and/or sales experience required.
Previous experience in a retail bank or related industry preferred.
Prior cash handling experience preferred.
Knowledge/Skills 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.
Physical and Mental Qualifications
Standing, walking, bending and stooping required.
Must be able to sit at a desk for long periods and use a computer.
Must be able to occasionally move or lift up to 25 pounds.
May be asked to work supplemental hours periodically.
Limited travel required occasionally during and after business hours.
The above statements describe the general nature and level of work performed by the incumbent. They are not exhaustive.
Not a contract.
Seniority level Not Applicable
Employment type Full-time
Job function Finance and Sales
Referrals increase your chances of interviewing at Carter Bank by 2x.
Danville, City County, VA | $74,663.00 – $124,438.00
#J-18808-Ljbffr
Summary As a Financial Services Representative, you will be the first point of contact for customers, guiding them through their banking needs with a proactive and personalized touch.
Essential Job Functions
Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners.
Delivers exceptional customer experience through every interaction by proactively engaging customers, building relationships through meaningful conversation, and anticipating needs.
Proactively identifies basic customer needs and generates high‑quality referrals to branch associates, internal partners, and external vendor partners.
Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research.
Contributes to the efficient and effective operation of a well‑run branch by adhering to established processes, guidelines, and compliance directives.
Actively participates in and supports the bank's strategic plan to grow all aspects of the retail bank's business.
Meets or exceeds sales goals through targeted activities, identifying customer needs, and offering appropriate products and services.
Owns career development by sharpening existing skills and learning new ones through training and observations.
Actively attends and participates in bank‑sponsored events to enhance visibility and contribute to new customer acquisition.
Job Requirements
High school diploma or equivalence required; some college a plus.
Successful customer service and/or sales experience required.
Previous experience in a retail bank or related industry preferred.
Prior cash handling experience preferred.
Knowledge/Skills 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.
Physical and Mental Qualifications
Standing, walking, bending and stooping required.
Must be able to sit at a desk for long periods and use a computer.
Must be able to occasionally move or lift up to 25 pounds.
May be asked to work supplemental hours periodically.
Limited travel required occasionally during and after business hours.
The above statements describe the general nature and level of work performed by the incumbent. They are not exhaustive.
Not a contract.
Seniority level Not Applicable
Employment type Full-time
Job function Finance and Sales
Referrals increase your chances of interviewing at Carter Bank by 2x.
Danville, City County, VA | $74,663.00 – $124,438.00
#J-18808-Ljbffr