Financial Services Representative-South Main Danville

Financial Services Representative – South Main Danville

Join Carter Bank as a Financial Services Representative. This dynamic role blends customer interaction and financial expertise.

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.

• 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.

• 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.

• 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.

• 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.

Not Applicable

Full-time

Finance and Sales

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Danville, City County, VA | $74,663.00 – $