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.
Sales/Revenue generation: Achieve assigned monthly production goals by:
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.
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.
The C&F Service Experience
The C&F Relationship Review (consumer)
C&F Active Site Leadership
C&F Service Recovery
C&F Risk Management
Competencies and Attributes:
Process oriented: Organized, efficient, and accurate
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.