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Personal Banking Advisor

Job in Salem, Essex County, Massachusetts, 01971, USA
Listing for: Carter Bankshares
Full Time position
Listed on 2026-06-17
Job specializations:
  • Customer Service/HelpDesk
    Customer Success Mgr./ CSM, Banking & Finance
  • Sales
    Customer Success Mgr./ CSM, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

Carter Bank shares is looking for a Financial Services Representative to serve as the first point of contact for customers in Salem, Massachusetts. This role involves guiding customers through their banking needs while ensuring exceptional service. Responsibilities include transaction processing, customer education, and generating referrals to enhance customer satisfaction.

The ideal candidate will possess strong customer service and sales skills, with a focus on building lasting customer relationships through effective communication and problem-solving abilities.

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