Carter Bank
A Financial Services Representative serves as the primary point of contact for customers, guiding them through banking needs, processing transactions, and opening new accounts. The role involves proactively identifying customer needs to generate referrals, resolving account issues using bank resources, and contributing to branch operations while adhering to compliance directives. Representatives must also actively participate in sales activities to offer appropriate products and services that enhance customers' financial well-being.
Headquarters
Martinsville, Virginia, United States
Company Size
501-1000 employees
Founded
1974
Carter Bank (often known as Carter Bank & Trust) is a regional community bank serving individuals, families, and businesses primarily across parts of Virginia and surrounding areas. It offers retail and commercial banking products including checking and savings accounts, mortgages and consumer loans, business lending and treasury management, plus online and mobile banking. The bank emphasizes local decision-making and personalized customer service to support small businesses, farms, and community customers. Clients choose Carter Bank for its community focus, flexible lending solutions, and practical digital banking tools.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Carter Bank.
Carter Bank didn’t post a salary, so this is our estimate from similar listings.
9% below the average for this role
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