Client Service Consultant II — Digital Banking & Support

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

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.