Financial Services Representative II - Gardens Blvd

Financial Services Representative IIAs 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 partnersDelivers exceptional customer experience through proactive engagement, building relationships through meaningful conversations, and anticipating and fulfilling customer needs to deliver solutions that earn the customer's trustProactively identifies opportunities and generates high-quality referrals to branch associates, internal partners, and external vendor partners in addition to partnering on business development activities to drive business growth and enhance customer satisfactionAssists with the resolution of more complex banking and customer service issues that may require research and/or collaboration with other departments/teams while maintaining ownership of the customer interaction and relationship to deliver informed solutions to our customers.Contributes to the efficient and effective operation of a well-run branch by following established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)Responsible for assisting other associates as needed within defined authority limits and supporting branch management in operational tasksActively participate in and support the bank's strategic plan to grow all aspects of the retail bank's businessMeet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and servicesOwns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they ariseActively attends and participates in and bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customersJob Requirements:High school diploma or equivalence required, some college a plusSuccessful customer service and/or sales experience requiredPrevious experience in a retail bank or related industry preferredPrior cash handling experience preferredKnowledge/Skills Required:Advanced customer service skillsIntermediate verbal, written, and listening skillsIntermediate problem solving skillsIntermediate collaboration skillsIntermediate understanding of banking products and servicesAdvanced adaptability skillsBasic prioritization skillsBasic proficiency with MS OfficeIntermediate critical thinking skillsIntermediate negotiation skillsIntermediate relationship building skillsPhysical and Mental Qualifications:Standing, walking, bending and stooping requiredMust be able to sit at a desk for long periods of time and use a computerMust be able to occasionally move or lift up to 25 poundsMay be asked to work supplemental hours periodicallyLimited travel required occasionally during and after business hoursHourly Pay Range: $16.38 - $25.62 per hourBenefits: Eligible associates may participate in Carter Bank's benefits package, including medical, dental, vision, life insurance, disability coverage, other voluntary benefits, 401(k), paid time off, and paid holidays