Financial Services Representative II- Gardens Blvd
4 days ago
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OnsiteFull-timeMid
Summary
Carter Bank is seeking a Financial Services Representative II to join their team in Charlottesville, VA. The role involves building and maintaining strong relationships with customers while helping them achieve their financial goals.
About the Role
As a Financial Services Representative II, you will engage with customers in financial needs-based conversations, provide account servicing, open new products and services, and process transactions. You will deliver exceptional customer experiences, identify opportunities for referrals, assist with complex banking issues, and contribute to the branch's operational efficiency. Additionally, you will participate in business development activities and support the bank's strategic growth plan.
About You
Required:
- High school diploma or equivalence required, some college a plus.
- Successful customer service and/or sales experience required.
Preferred:
- Previous experience in a retail bank or related industry.
- Prior cash handling experience.
Carter Bank
At Carter Bank & Trust, we are driven by a singular purpose: to create opportunities for more people and businesses to prosper. Our commitment lies in building meaningful, trusting relationships to design financial solutions that fit your unique needs. As a state-chartered community bank headquartered in Martinsville, Virginia, we have 66 branches and more than 700 employees throughout Virginia and North Carolina.
Charlottesville, VA