The delivery, via alternative delivery systems, the Bank’s products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards.
Perform financial transactions accurately and effectively while adhering to set policies and procedures.
Maintain and apply a working knowledge of all applicable banking regulations.
Ensure company service standards are continually achieved in area of responsibility.
Project a positive and highly professional image of the Bank by providing high quality customer service.
Recognize and assume responsibility for contributing to the Bank’s strategic growth and service goals through excellent customer service, product knowledge and product referrals.
Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately.
Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer.
Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams.

A High School diploma is required, along with additional college coursework or bank-related training.
Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience—or a comparable combination of education and experience.
Familiarity with financial terminology, banking systems, and various payment delivery options is essential.

Customer Consultant I

Key skills