Financial Consultant

Role Overview

• Assumes responsibility for ensuring the satisfactory handling of internal or customer related telephone inquiries or service-related problems by performing the following functions:
• Promptly responding to customer/internal inquiries in a courteous and professional manner to ensure complete customer satisfaction.
• Providing customer and internal personnel with accurate product knowledge and service information, as well as operational knowledge that will assist personnel in the successful completion of their duties.
• Providing professional written correspondence to customers when necessary.
• Answers incoming customer service calls to include but are not limited to: Inquiries regarding deposit and loan accounts. Account maintenance requests, including but are not limited to: change of address, check ordering, related/unrelated account transfers, and stop payments.
• Responsible for closing debit cards, ordering new debit cards, raising and lowering debit card limits, adding travel notes, removing fraud exclusion, and removing VAU.
• Online banking and mobile banking inquiries, including but are not limited to: enrolling new users, registering computers, unlocking accounts, online statements, and BillPay issues as well as assistance with BillPay limit increases.
• Using appropriate Customer Service/Sales/Correspondence Software to streamline process and improve efficiency.
• Recognizes opportunities to identify and meet needs resulting in new accounts and leads.
• Assists and encourages the sales process within the Solution Center Service.
• Demonstrates a strong ability to work independently, as well as motivated to work as a team player to contribute to the success of the department.

Requirements

• Requires a high school diploma or equivalent basic academic education.
• Requires one to two years general business experience.