Financial Wellness & Banking Advisor
Listed on 2026-10-20
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Finance & Banking
Financial Sales, Bank Customer Service, Financial Advisor / Consultant, Banking & Finance
Carter Bank shares is looking for a Financial Services Representative in Massachusetts to be the first point of contact for customers, handling everyday transactions, opening new accounts, and guiding clients to the right financial options with a proactive, personalized touch.
You will deliver exceptional service, build relationships through meaningful conversations, refer to partners when needed, and actively participate in branch events while pursuing sales goals and your own professional
As a Financial Wellness & Banking Advisor, you will play an important part at Carter Bank shares in Chatham, MA, United States.
Learn more about the Financial Wellness & Banking Advisor role in the description above.
We appreciate your interest in this position.
Join Carter Bank shares and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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