Client Service Consultant II

Automatic Data Processing, Inc.; Thomaston (CT); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Paid holidays

Retirement savings with employer match

Tuition reimbursement

Disability coverage

Life insurance

Wellness resources

Exclusive-employee banking benefits

Job summary

Thomaston Savings Bank is seeking a dedicated Client Service Consultant II to join our Thomaston, CT team. This regular full-time role supports clients through digital channels, processes new deposit and loan applications, and acts as a point of contact for escalations requiring advanced assistance.

You will guide customers on digital banking products, perform outbound calls, and assist in onboarding new consultants while ensuring adherence to BSA, Patriot Act, and OFAC.

Responsibilities

• Respond to all incoming digital correspondence and determine if the accountholder requires additional support.
• Process digital deposit and loan account applications needing review, follow-up or client contact.
• Initiate outbound client calls on behalf of the Contact Center and serve as a Client Service Consultant I as needed.
• Assist and guide clients in digital banking products, services, and channels; handle escalations requiring advanced support.
• Maintain knowledge of products and services and cross-sell using a needs-based approach.
• Assist management with onboarding and training of new Client Service Consultants.
• Ensure compliance with all company policies and applicable laws and regulations including BSA, Patriot Act, and OFAC.

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Contact Center Regular Full-Time 5A - Administrative Thomaston, CT, US

Salary Range: $23.19 To $34.79 Annually

Thomaston Savings Bank is actively seeking individuals who share our passion for making a difference in the lives of our clients and communities. If you're a team player with a dedication to delivering exceptional service, a knack for finding creative solutions, and a commitment to giving back, we encourage you to explore Client Service Consultant II role. If you're ready to join a team that's making banking refreshingly different, we invite you to discover your future with Thomaston Savings Bank!

Job Description

Role:Performs a variety of administrative tasks in support of our clients. Initiatives and responds to written correspondence via digital channels and manages new deposit and loan account applications. Services as a Client Service Consultant I as needed.

Major Duties and Responsibilities

• Respond to all incoming digital correspondence and determines if the accountholder requires additional support. Responsible for processing of digital deposit and loan account applications that require review, additional follow-up, or client contact.
• Initiate outbound client calls on behalf of the Contact Center. Serves as a Client Service Consultant I as needed.
• Assist and guide clients in all aspects of digital banking products, services, and channels. Serves as a point of contact for client escalations requiring advanced user support.
• Maintain comprehensive knowledge of all products and services. Cross-sell and assist clients using a needs-based approach.
• Assist management with onboarding and training new Client Service Consultants.
• 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.

Build a rewarding career with a Bank that invests in your success. For full-time opportunities offer a comprehensive benefits package that includes health insurance, paid time off, paid holidays, retirement savings with employer match, tuition reimbursement, long and short-term disability coverage, life insurance, wellness resources, and exclusive-employee banking benefits.