LifeStore Bank · 2 months ago
Financial Consultant
Jefferson, NC
Full-time
Onsite
New Grad, Entry Level
$17/hr - $17/hrLifeStore Bank is a retail banking institution seeking a Financial Consultant I to enhance customer interactions and provide tailored financial solutions. The role involves soliciting new business, managing customer relationships, and ensuring an exceptional customer experience while adhering to bank policies and procedures.
BankingFinancial ServicesInsurance
Responsibilities
Bears primary responsibility to model and create an exceptional customer experience
Solicits and originates deposit products
Refers Loans, Insurance and Investments to appropriate team members
Focuses the resources of the company to build total customer relationships using banking, insurance, and investment services as well as complementary products offered by third party vendors
Manages all customer relationships to increase total wallet share
Communicates and demonstrates excellence in customer service, going the extra mile to exceed customer expectations
Consistently uses technology tools to support the customer relationship and record activities
Is knowledgeable of and adheres to bank policies and procedures in all activities while observing all authoritative limits and regulatory responsibilities
Is flexible in work scheduling as requested
Completes documentation, correctly and efficiently
Primarily responsible for helping customers process transactions
Assists with other responsibilities as directed by the Retail Bank manager, Market President, and/or Chief Banking Officer
Qualification
Required
High school diploma or equivalent
Experience in the customer service industry
Excellent oral and written communication skills
Ability to develop knowledge in a wide range of financial products
Good judgment, interpersonal and intuitive skills
Must have business development skills and enjoy soliciting new business
Exhibits proactive, engaging, and high energy traits
Vision, hearing, speech, dexterity, movements requiring the use of wrists, hands and/or fingers
Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled
Ability to read, analyze and interpret information related to position-related documentation and requirements
Learning, thinking, concentration, the ability to interact with others, the ability to exercise self-control, and the ability to work under stressful conditions, particularly in customer and employee relations' situations
Must have the ability to collect data and conduct research and solve position-related problems
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Tuition reimbursement
Vision insurance
Company
LifeStore Bank
LifeStore Bank offers financial, banking and insurance services.
Founded in 1939
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brianna Ashley
SVP, Chief Operating Officer
Brian Greer
SVP, Chief Lending Officer
Company data provided by crunchbase