Client Service Consultant II

Thomaston Savings Bank; 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

Long and short-term disability

Life insurance

Wellness resources

Exclusive-employee banking benefits

Job summary

Thomaston Savings Bank invites applications for a Client Service Consultant II to support clients through digital channels and handle new deposit and loan applications. You will act as a knowledgeable front-line resource, assisting with onboarding and providing exceptional service.

You will collaborate with the Contact Center to ensure accurate account processing, cross-sell where appropriate, and escalate issues as needed while maintaining compliance with banking regulations.

Qualifications

• Respond to digital correspondence and process new deposit and loan account applications.
• Cross-sell using a needs-based approach to assist clients.
• Assist management with onboarding and training new Client Service Consultants.

Responsibilities

• Respond to all incoming digital correspondence and determine if accountholder requires additional support.
• Initiate outbound client calls on behalf of the Contact Center; may serve as Client Service Consultant I.
• Assist clients in digital banking products, services, and channels; handle escalations needing advanced support.
• Maintain knowledge of all products and services to cross-sell and assist clients accordingly.
• Support onboarding and training of new Client Service Consultants.

Skills

Customer service

Digital banking

Communication

Needs-based selling

Team training

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

9 days ago Requisition ID: 1431

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.

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.

• health insurance
• paid time off
• paid holidays
• retirement savings with employer match
• tuition reimbursement
• long and short-term disability coverage
• life insurance
• wellness resources
• exclusive-employee banking benefits