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Thomaston Savings Bank · 2 days ago

Client Service Consultant

Thomaston, CT

Full-time

Onsite

New Grad, Entry Level

Thomaston Savings Bank is seeking a Client Service Consultant to provide support to clients by determining their needs and connecting them to the appropriate resources. The role involves handling incoming calls, performing teller functions, and maintaining knowledge of bank products and services.

Banking

Responsibilities

Answer incoming calls and messages, verify the caller’s identity and determine their needs, minimizing the caller’s time and effort in resolving their concern

Identify products and services that may be beneficial to clients using a needs-based approach and provide information about their value and benefits

Perform teller functions for clients (i.e. transfer funds between accounts or make loan payments, stop payments, close and reorder debit cards, provide account balances and transaction information, reissue and reset PINs, etc.)

Maintain comprehensive knowledge of all bank products and services

Assist and guide clients in all aspects of digital banking products, services, and channels

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Qualification

Client supportBanking knowledgeDigital bankingCommunication skillsProblem-solving

Required

Receives incoming calls or messages and determines the products, services, or resources the caller requires or could benefit from

Provides direct support to clients, or connects them to the appropriate bank representative

Answer incoming calls and messages, verify the caller's identity and determine their needs, minimizing the caller's time and effort in resolving their concern

Identify products and services that may be beneficial to clients using a needs-based approach and provide information about their value and benefits

Maintain comprehensive knowledge of all bank products and services

Assist and guide clients in all aspects of digital banking products, services, and channels

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control