C&F Bank

  • Financial Services Representative

    Job Locations US-VA-Charlottesville
    Job ID
    # of Openings
    Posted Date
    3 months ago(10/17/2018 11:01 AM)
    Human Resources
  • Overview




    Financial Services Representative


    C&F Bank is recognized as one of the premier community banks in the country serving Virginians since 1927, and we are looking for a highly energetic, customer service oriented, and results focused Financial Services Representative to join our growing C&F Bank Family!


    As the Financial Services Representative, you will be responsible for delivering an outstanding C&F Customer Experience to bank customers by responding to expressed needs, including all branch transaction functions (teller or platform) and transitioning these visits into relationship building opportunities that grow earning assets.


    The Financial Services Representative is responsible for proactively contacting current customers to schedule relationship reviews/deepen the relationship. The FSR is also responsible for acquiring new customer relationships, primarily by referrals from customers and lead sources as well as occasional networking event and business development activities.


    Deliver the Brand Promise: role model elements of The C&F Customer Experience for the purpose of retaining and deepening current customer relationships.

    • Attend the following training courses: C&F Service Excellence, The C&F Relationship Review (consumer), C&F Service Recovery and C&F Active Site Leadership
    • Develop, display and maintain the traits learned in course work
    • Process customer transaction and account servicing requests (deposits, payments, account maintenance, etc.)



    Sales/Revenue generation: Achieve assigned monthly production goals by:

    • Transitioning customer visits and calls to relationship building opportunities
    • Performing outbound activity to existing customers (calls, notes, and occasional business customer visits) to assess Customer Experience, probe and anticipate current/future needs, perform C&F Relationship Reviews (via phone or in person)
    • Acquire new consumer customer relationships by leveraging internal and external lead sources
    • Attend networking/community events to build prospect list and acquire new customer relationship

    • Refer all consumer and business loan opportunities to appropriate teammates


    Manage risk:  meet or exceed individual goals and responsibilities relating to Operational, Transactional, and Brand risk management.

    • Comply with all BSA/CIP requirements with all new account and existing customer interactions; submit all customer documentation accurately and in a timely manner; resolve all outstanding file maintenance cases immediately
    • Take ownership for BICR/risk management tasks as assigned/delegated by Manager
    • Manage customer and bank information security by following procedures and proactively educating customers


    Build and sustain internal partnerships: Provide perfect service to all internal partners; treat all with a sense of urgency and respect.  Build collaborative, results-oriented relationships with key (prioritized) partners.

    • Fellow branch and cluster-area teammates
    • Market Operations Coordinator
    • Business Banking RMs and Treasury Solutions
    • Deposit Operations/Customer Service/Electronic Solutions
    • C&F Mortgage and C&F Investment Services Representatives




    • C&F Retail Bank policies and procedures
    • C&F systems – Teller, Navigator, BPM, PCV, Director, and ViewPoint
    • C&F consumer and business deposit products and services – to include eCommerce
    • Knowledge of consumer and business loan products for the purpose of referrals.
    • Applicable banking laws and regulations
    • C&F Customer Experience behaviors:

       The C&F Service Experience

       The C&F Relationship Review (consumer)

       C&F Active Site Leadership

       C&F Service Recovery

       C&F Risk Management



    • Demand generation – using the telephone to prospect and set meetings
    • Proven ability to deepen and enhance customer relationships


    Competencies and Attributes:     

    • Passionate and optimistic
    • Process oriented: Organized, efficient, and accurate

    • Communicates with impact
    • Confident, assertive, and persuasive
    • Confronts and resolves conflict


    Education/Work Experience:

    • 2+ years of platform banking experience required
    • 1 year cash handling experience
    • High school diploma required and a bachelor’s degree is preferred; a combination of experience and education will be considered.





    Equal Employment Opportunity Statement C&F Bank (the Bank) is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training.


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