Financial Services Representative-South

Financial Services Representative-220 South Carter Bank

As a Financial Services Representative, you will blend customer interaction with financial expertise, serving as the first point of contact. Your role will guide customers through daily transactions, education on self‑service options, and routing to appropriate solutions, building relationships to improve their financial well‑being.

• Provides a range of customer services including transaction processing, account servicing, opening new accounts and products, and referring to partners.
• Delivers exceptional customer experience through every interaction by proactively engaging customers to build relationships, asking relevant questions, and delivering solutions that earn trust.
• Proactively identifies basic customer needs and generates high‑quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals.
• Utilizes bank resources to assist with the resolution of basic or common account issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions.
• Contributes to the efficient and effective operation of a well‑run branch by adhering to established processes and guidelines and complying with all applicable 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 sales activities, identifying customer needs, and offering appropriate products and services.
• Owns career development by consistently working to sharpen existing skills and learning new ones through training, coaching, and observations.
• Attends and participates in bank‑sponsored events to enhance visibility and contribute to the growth and acquisition of new customers.

• 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 are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or skills required.

Not Applicable

Full-time

Finance and Sales