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© All Rights Reserved. ApplyBlast.com
Carter Bank
A Financial Services Representative serves as the primary point of contact for customers within a retail bank setting, guiding them through daily transactions and basic banking needs while building lasting relationships. The role involves educating customers on self-service options, proactively identifying financial goals, and referring complex issues to branch associates or external partners to enhance customer well-being. Employees are expected to meet sales targets, adhere to strict compliance directives, and contribute to the strategic growth of the retail branch.
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.
8% below the average for this role