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Ion Bank · 1 day ago

Customer Consultant I - 19 hours (Hybrid)

Naugatuck, Connecticut, United States

Full-time

Hybrid

Entry Level

$19.11/hr - $25.80/hr

3+ years exp

Ion Bank is committed to providing exemplary customer service and building lifetime relationships with its customers. The Customer Consultant I is responsible for delivering the Bank’s products and services to customers, performing financial transactions, and ensuring adherence to company service standards.

BankingFinancial Services

Growth Opportunities

Responsibilities

Employee is required to attend work

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

Keeps current on changes in technology and alternative delivery methods

Achieve established goals for the department

Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer

Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner

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

Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up

Receive, verify, and process through the PC customer transactions

Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department

Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud

Balance daily work

Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals

Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations

Qualification

Banking experienceCustomer serviceSales experienceFinancial terminologyTeamworkCommunication skillsProblem-solving

Required

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