
You can watch a thematic video
The Best Private Banks for Wealthy PeoplePOSITION TITLE: Financial Services Lead
REPORTS TO: Branch Manager
REPORTS TO THIS POSITION: Indirect oversight for Financial Services Representatives, Branch Services Representatives and Lead
SUMMARY:
Oversees and provides a complete range of customer services at the Bank, including opening new accounts explaining available deposit, loan and digital products and services, referring customers to key partners, and servicing existing accounts. Engages and connects, gathering customer information to acquire new relationships and grow / retain existing relationships. Takes leadership action to achieve Branch Go-to-Market and customer relationship management goals, and participates in business development calls and activities. Oversees and provides assistance to customers who have questions or problems with their accounts or services. Proactively identifies opportunities and provides materials and assistance with product and services information to include specials and promotions. Performs tasks such as balancing their accounts, ordering checks or transferring funds from one account to another. Assists customers with complex inquiries, teammate overrides, and/or escalates appropriately. Responsible for using and demonstrating use of systems and tools david carroll wachovia process transactions, open new accounts, trouble shoot, research and provide service solutions. Oversees and adheres to regulatory, audit and operating policies and procedures. Attends training, assures teammate training and stays informed to meet performance expectations. Oversees adherence of jose andres charity time and attendance policies and assists Branch Services with preparation of schedule for Branch Manager approval.
ESSENTIAL JOB FUNCTIONS:
- Consistently uses Carter Connect operating model concepts and practices to develop defined behaviors and skills
- Assist Branch Manager in developing and overseeing execution of Branch Go-To-Market strategic plan. Participates in plan execution activities
- Proactively plans and participates in follow-up and/or business development calls with designated teammate(s) / management and Key Partners
- Consistently delivers exceptional customer experiences per Service Standards
- Engages and connects with customers in the lobby to assist or direct to appropriate teammate
- Proactively identifies opportunities to help customers by asking relevant questions and listening to needs
- Consistently demonstrates effective use of conversation skills, recommends consumer products iowa state bank realty services, including checking and savings accounts, digital and convenience tools (Online and mobile banking, eStatements, etc.)
- Provides expertise in resolution of complex customer questions and problems, escalating for assistance if needed
- Effectively identifies and submits quality referrals to branch teammates and key partners
- Demonstrates proven carter bank and trust fredericksburg in operating process and system navigation effectiveness
- Oversees and adheres to compliance, regulatory and operating policies and carter bank and trust fredericksburg or gets assistance with overrides and exceptions
- Effectively completes transactions for consumer and commercial customers. Oversees review of other teammate work to ensure accuracy
- Reads all required communication and assures appropriate action is taken by branch teammates
- Proactively reviews and analyzes reports on individual and team productivity and performance
- Takes responsibility for developing new skills and behavior competencies. Manages own development action plan. Oversees development action plans for Branch Services teammates
- Leads and consistently contributes to performance cadence activities
- Proven expertise in teammate collaboration
- May attend bank sponsored events to serve citizens and community, enhancing the visibility of the Bank
- Oversee and adheres to teammate attire and presentation per bank standards
- Oversee and adheres to time and attendance policies
- Responsible for meeting defined expectations and achieving performance goals in all areas of responsibility. Models and coaches to personal accountability with Branch Services teammates
JOB REQUIREMENTS:
- High school diploma or equivalence required
- Three or more years of bank experience in a commercial bank, or related industry
- Minimum 1 year supervisory experience or proven leadership capability in prior position
- Bank operations exposure a plus
- Successful customer service and /or sales experience
- Successful account/relationship management experience a plus
KNOWLEDGE/SKILLS REQUIRED:
- Excellent customer service skills
- Detailed oriented, must be able to multi-task
- Excellent communication skills, both verbal and written
- Ability to lead effectively in fast-paced environment
- Basic math and accounting skills are needed with emphasis on balancing
- Proficiency in banking products and services a plus
- Knowledge of Word and Excel a plus
- Complete all required compliance training by established deadlines
- Ability to oversee the work of others
- Ability to maintain confidentiality
PHYSICAL AND MENTAL QUALIFICATIONS:
- Must have computer skills
- Sitting, standing, walking to terminal, and occasional stooping
- Requires lifting bags and/or tray of coin and bills periodically
- May be required to work overtime periodically
- May require local travel periodically
*
Education*
Required
Equal Opportunity Carter bank and trust fredericksburg Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)
Job Type: Full-time
Work Location: Multiple Locations
View More
Apply for this job
Receive alerts for other Financial Services Lead job openings
Источник: https://www.salary.com/job/carter-bank-trust/financial-services-lead/a771bf23-fa72-4d08-8e6a-55927de9a665Gloria, a local retiree, won the grand prize in Carter Bank & Trust’s Carter Ca$h contest.
FREDERICKSBURG, VA / ACCESSWIRE / February 1, 2021 / One Fredericksburg woman is $10,000 richer, thanks to Carter Bank & Trust’s Carter Ca$h program, which rewarded bank customers for depositing money into their personal savings accounts. Gloria, a retiree, was selected the overall winner, out of more than 22 million entries.
“I can’t believe it,” she said. “I’m still in a daze. I’m very happy. When (Area Manager Barbra Zaccagnino) called I was like ‘what is this?’”
“I didn’t pay that much attention to the contest…I did see something one day, but it kind of slipped my mind.”
Gloria’s relationship with Carter Bank & Trust goes back many years.
“We are so excited that Gloria is our Grand Prize Winner,” Zaccagnino said. “She is a loyal and valued customer and has been with us since Mr. Carter purchased Aquia Bank & Trust and opened us as Peoples Bank of Danville, more than 40 years ago.”
While Gloria didn’t put much thought into the contest, she has put thought into where her new money is going - right back into her savings account, save a few dollars for some fun.
“I figure I might take $1,000 out to go shopping and then I’ll deposit the rest into my account,” she said. That’s my plan. My goodness, I’m excited.”
So how did she win? By doing what she’s always done - saving her money.
“I’ve been banking with them for years and when I retired I had it directly deposited into my account,” she said.
For every $25 deposited into a Personal Savings Account, as of the last day of the drawing period, customers earned an entry to win $50 monthly, $250 quarterly and $10,000 at year-end. Over the course of the contest there were more than 22 million entries through 5,600 savings accounts and the average account balance in personal savings accounts grew by $1,200 and there were 65 total winners and $14,000 in total prize money.
Carter Bank & Trust has plans of running the contest again in 2021.
About Carter Bank & Trust
Headquartered in Martinsville, Va., Carter Bank & Trust is a $4.1 billion, state-chartered community bank with branches in Virginia and North Carolina. Since 1974, Carter Bank & Trust has built a reputation upon a tradition of care for the communities it serves through convenience, local service, and custom solutions for all customers. Additional information about Carter Bank & Trust is available at www.CBTCares.com.
SUGGESTED CUTLINE: Carter Ca$h Grand Prize Winner Gloria (Left) and Area Manager Barbra Zaccagnino stand with the $10,000 check. Carter Ca$h is an incentive program at Carter Bank & Trust where customers automatically receive an entry for every $25 deposited into their personal savings accounts.
Media Contact
Carter Bank & Trust
Brooks Taylor
276-806-5445
SOURCE: Carter Bank & Trust
View source version on accesswire.com:
https://www.accesswire.com/627142/Fredericksburg-Woman-Wins-10000-From-Carter-Bank-Trust
CARTER BANK & TRUST - Fredericksburg
Loans
Address
70 Chatham Heights Rd, 22405-2566 - FredericksburgVATelephone
540-368-1566Fax
n.d.Help us improve this service
Add company
Edit details
Delete company
Present for more than 6 months Is the data not correct? Edit them!
CARTER BANK & TRUST en Fredericksburg address, map and road map
Warning! The starting point was not geocoded properly .
Youtube video
Youtube video not available, add one.
Opening hours of CARTER BANK & TRUST en Fredericksburg
Monday | - | - |
Tuesday | - | - |
Wednesday | - | - |
Thursday | - | - |
Friday | - | - |
Saturday | - | - |
Sunday | - | - |
Company data
VAT number:
n.d.Number of employees:
n.d.Revenue:
n.d.Website
n.d.Social of CARTER BANK & TRUST
Skype
: n.d.Credit cards and payment method of CARTER BANK & TRUST en Fredericksburg
Payment note
Coupons, offers, promotions and carter bank and trust fredericksburg of CARTER BANK & TRUST in Fredericksburg
Add your company
FREE forever
Banks near CARTER BANK & TRUST
Bb&t
Banks
375 Chatham Heights Rd 22405-2578 - Fredericksburg (VA)Distance 624 meters 5403745159
Pnc Bank
Banks
371 Chatham Heights Rd 22405-2578 - Fredericksburg (VA)Distance 672 meters 5403745070
Pnc Bank
Banks
900 Princess Anne St 22401-5822 - Fredericksburg (VA)Distance 944 meters 5408996240
Stellar One Bank
Banks
1016 Charles St 22401-3830 - Fredericksburg (VA)Distance 1 km 5403739700
Bb&t
Banks
400 George St 22401-5818 - Fredericksburg (VA)Distance 1 km 5408995500
Wells Fargo Bank
Banks
614 Princess Anne St 22401-5915 - Fredericksburg (VA)Distance 1 km 5408990110
Union Bank
Banks
700 Kenmore Ave 22401-5725 - Fredericksburg (VA)Distance 1 km 5403716896
Sonabank
Banks
2217 Princess Anne St # 212-1 22401-3352 - Fredericksburg (VA)Distance 1 km 5403617727
Pnc Bank
Banks
97 White Oak Rd 22405 carter bank and trust fredericksburg Fredericksburg (VA)Distance 1 km 5408993200
Pnc Bank
Banks
35 Town And Country Dr 22405-8705 - Fredericksburg (VA)Distance 1 km 5408994504
Bb&t
Banks
401 Jefferson Davis Hwy 22401-3118 - Fredericksburg (VA)Distance 2 km 5403745166
Wells Fargo Bank
Banks
325 Jefferson Davis Hwy 22401-3116 - Fredericksburg (VA)Distance 2 km 5408990114
Wells Fargo Bank
Banks
501 1/2 Jefferson Davis Hwy 22401-4420 - Fredericksburg (VA)Distance 2 km 5408990506
Cardinal Bank
Banks
501 Jefferson Davis Hwy # c 22401-4559 - Fredericksburg (VA)Distance 2 km 5408997799
First Citizens Bank
Banks
1575 Jefferson Davis Hwy 22401 - Fredericksburg (VA)Distance 2 km 5406545406
M&t Bank
Banks
1505 Stafford Ave 22401-5347 - Fredericksburg (VA)Distance 2 km 5402885402
Pnc Bank
Banks
2403 Fall Hill Ave 22401-3319 - Fredericksburg (VA)Distance 2 km 5408993239
Bankshares Union
Banks
2811 Fall Hill Ave 22401-3147 - Fredericksburg (VA)Distance 3 km 5403612000
M&t Bank
Banks
2062 Plank Rd 22401-5104 - Fredericksburg (VA)Distance 3 km 5403741563
Carter Bank carter bank and trust fredericksburg Trust, Fredericksburg Carter bank and trust fredericksburg of Carter Bank and Trust
No comments posted yet
Be the first to comment!
Add a review
Pictures
Photos of Carter Bank and Trust
No photos posted yet
Be the first to post a photo!
Add a photo
Parking near
Lock It Up Self Storage, 370 White Oak Rd, Fredericksburg, VA (1.70 miles) Phone (540) 899-8888
Safe Place Mini Storage, 10 Leeland Rd Ste 101, Fredericksburg, VA (1.86 buy numbing cream for waxing Phone (540) 322-3153
International Parking Inst, 701 Kenmore Ave Ste 200, Fredericksburg, VA (3.88 miles) Phone (540) 371-7535
Falmouth Self Storage, 80 Samson St, Fredericksburg, VA (4.23 miles) Phone (540) 318-1755
CubeSmart Self Storage, 20 Plantation Dr Ste 151, Fredericksburg, VA (5.92 miles) Phone (540) 371-1266
Train stations near
VRE-WOODBRIDGE (24.43 miles)
ATM cash points near
These cash machines are near to Carter Bank and Trust Bank
- Citibank ATM, 327 Deacon Rd, Carter bank and trust fredericksburg, VA
1 - FREE to use and 1.82 miles away
- Peoples Community, 175 Kings Hwy, Fredericksburg, VA
1 - FREE to use and 3.08 miles away
- NATIONAL OF FREDERICKSBURG, 900 Princess Anne St, Fredericksburg, VA
1 - FREE to use and 3.62 miles away
- VIRGINIA HEARTLAND, 1016 Charles St, Fredericksburg, VA
1 - FREE to use and 3.68 miles away
- Union & Trust Co, 700 Kenmore Ave, Fredericksburg, VA
1 - FREE to use and 3.88 miles away
- Wachovia, 325 Jefferson Davis Hwy, Fredericksburg, VA
1 - FREE to use and 3.93 miles monterey san jose animal shelter places
Carter Bank and Trust is listed as a local bank for the following areas
Fredericksburg 22405
Near places
More banks close to Fredericksburg VA
- BBandT - Fredericksburg
375 Chatham Heights Road, Fredericksburg, 22405-2578
CLOSED - 0.00 miles away
- PNC Bank (371 Chatham Heights Road) - Fredericksburg
371 Chatham Heights Road, Fredericksburg, 22405-2578
CLOSED - 0.00 miles away
- Anne Reeves State Farm Insurance - Fredericksburg
411 Chatham Heights Rd Suite 109, Fredericksburg, 22405
CLOSED - 0.00 miles away
- Peoples Community Bank - Fredericksburg
175 Kings Highway, Fredericksburg, 22405-2661
CLOSED - 3.09 miles away
- Union First Market Bank (622 Cambridge Street) - Fredericksburg
622 Cambridge Street, Fredericksburg, 22405-1422
CLOSED - 3.58 miles away
- PNC Bank - Fredericksburg
900 Princess Anne Street, Fredericksburg, 22401-5822
CLOSED - 3.63 miles away
- StellarOne Charles St - Fredericksburg
1016 Charles Street, Fredericksburg, 22401-3830
CLOSED - 3.68 miles away
- Wells Fargo Home Mortgage - Fredericksburg
1671 Jefferson Davis Hwy carter bank and trust fredericksburg 201, Fredericksburg, 22401-4668
CLOSED - 3.88 miles away
- Union First Market Bank - Fredericksburg
725 Kenmore Avenue, Fredericksburg, 22401-5725
CLOSED - 3.93 miles away
- Carter Bank and Trust - Falmouth
175 Warrenton Road, Falmouth, 22405-1343
CLOSED - 4.26 miles away
- MandT Bank - Fredericksburg
1505 Stafford Avenue, Fredericksburg, 22401-5347
CLOSED - 4.64 miles away
Источник: https://openingtimes.co/carter-bank-and-trust-fredericksburg-va
Carter Bank & Trust in Martinsville, Virginia (VA), NC
Overview, Financial Summary, Detailed Financial Reports, Branches
Carter Bank & Trust
70 Chatham Heights Rd, Fredericksburg, Virginia, United States
(540) 368-1566
www.carterbankandtrust.com
Monday09:00 - 17:00
Tuesday09:00 - 17:00
Wednesday09:00 - 17:00
Thursday09:00 - 17:00
Friday09:00 - 17:00
Saturday09:00 - 12:00
Long lines and terrible customer service. Waste of time
2 photos
