Carter Bankshares
Charlottesville, VA, USA
SUMMARY : As a Financial Services Representative II, you'll be responsible for building and maintaining strong relationships with both new and existing customers while helping them achieve their financial goals. You'll take a proactive approach to customer engagement ensuring that each interaction is meaningful and tailored to that customer's needs allowing you to identify new opportunities for growth and retention. Additionally, you will balance routine transactions and interactions with assisting customers through more complex banking matters while contributing to consistent growth and enhancing the financial well-being of our customers. ESSENTIAL JOB FUNCTIONS : Provides a range of customer services including engaging customers in financial needs-based conversations, account servicing, the opening of new products and services, accurately processing transactions, educating customers of self-service options, and referring to partners Delivers exceptional...