About this opportunity
Carter Bank and Trust lists this Financial Services Representative - Cave Spring opportunity in roanoke, Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Services RepresentativeAs a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.Essential Job FunctionsProvides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partnersDelivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trustProactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goalsUtilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutionsContributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's businessMeet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and servicesOwns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they ariseActively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customersJob RequirementsHigh school diploma or equivalence required, some college a plusSuccessful customer service and/or sales experience requiredPrevious experience in a retail bank or related industry preferredPrior cash handling experience preferredKnowledge/Skills RequiredIntermediate customer service skillsIntermediate verbal, written, and listening skillsBasic problem solving skillsIntermediate collaboration skillsBasic understanding of banking products and servicesIntermediate adaptability skillsBasic prioritization skillsBasic proficiency with MS OfficeBasic critical thinking skillsPhysical and Mental QualificationsStanding, walking, bending and stooping requiredMust be able to sit at a desk for long periods of time and use a computerMust be able to occasionally move or lift up to 25 poundsMay be asked to work supplemental hours periodicallyLimited travel required occasionally during and after business hoursHourly Pay Range: $14.10 - $22.06 per hourBenefits: Eligible associates may participate in Carter Bank's benefits package, including medical, dental, vision, life insurance, disability coverage, other voluntary benefits, 401(k), paid time off, and paid holidays.
Worksite address
roanoke, VA, 24014, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.