Banking Customer Consultant I

Ion Bank; Naugatuck (CT); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

401k and Employer Match

Life Insurance

Disability

Educational Assistance

Wellness Programs

Employee Assistance Program

Paid Time Off

Job summary

Ion Bank in Connecticut is looking for a Customer Consultant 1 to deliver bank products and services to customers, while upholding the bank's service standards and security policies. You will handle transactions, provide product referrals, and maintain accurate records, balancing daily work and staying current on policies and regulations.

The role requires a high school diploma and 1 year banking experience with 2 years sales and customer service; a strong team player who can work in a

Qualifications

• High School diploma required; additional college coursework or bank-related training encouraged.
• Minimum 1 year banking experience plus at least 2 years of sales and customer service experience, or equivalent education/experience.
• Familiarity with financial terminology, banking systems, and various payment delivery options is essential.

Responsibilities

• Attend work as scheduled and maintain professional image.
• Provide high quality customer service and meet service standards.
• Make product referrals and contribute to bank's growth goals.
• Remain current on policies to minimize transfers and ensure accurate transactions.
• Balance daily work and maintain customer records and transactions.
• Assist customers with financial planning and referrals to Investment, Insurance, and Lending teams.
• Handle inquiries and resolve issues in a courteous and timely manner.
• Comply with state and federal regulations in daily activities.

Skills

Customer service

Sales

Banking

Communication

Teamwork

Education

High School diploma

Bank-related training

Job description

Ion Bank in Connecticut is looking for a Customer Consultant 1 to deliver bank products and services to customers, while upholding the bank's service standards and security policies. You will handle transactions, provide product referrals, and maintain accurate records, balancing daily work and staying current on policies and regulations.

The role requires a high school diploma and 1 year banking experience with 2 years sales and customer service; a strong team player who can work in a