Customer Consultant I (Hybrid)

Ion Bank; Naugatuck, Northern (CT, KY); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401k and Employer Match

Life Insurance

Disability

Educational Assistance

Wellness Programs

Employee Assistance Program

15 Paid Time Off Days

11 Paid Holidays

Job Shadowing

Job summary

Ion Bank is seeking a Customer Consultant 1 to deliver the Bank’s products and services to customers, maximize profitability, and uphold Ion’s service standards of safety, accuracy, responsiveness, and friendly, personalized service.

You will perform financial transactions, stay current on policies and regulations, and refer customers to Investment, Insurance and Lending teams to support their financial planning.

Qualifications

• High school diploma required; 1 year banking experience plus 2 years of sales/customer service experience or an equivalent combination.
• Familiarity with financial terminology, banking systems, and payment delivery options is essential.
• Strong customer-service orientation and product referral skills.

Responsibilities

• Attend work as scheduled and maintain bank service standards.
• Provide high-quality customer service and project a professional image.
• Make product referrals to Investment, Insurance and Lending teams when appropriate.
• Maintain accurate records of customer contacts and transactions for reports.
• Identify and report fraudulent or suspicious activity to security.

Skills

Customer service

Sales

Communication

Teamwork

Education

High School Diploma

Job description

Schedule 1: Monday/Tuesday/Thursday/Friday: 11:30 AM to 8:00 PM Saturday: 7:00 AM to 3:00 PM

Schedule 2: Monday/Tuesday/Wednesday/Friday: 11:30 AM to 8:00 PM Saturday: 7:00 AM to 3:00 PM

Who We are:

At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.

As a result of Ion’s continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond.

Who we are seeking for this role:

The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion’s service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people.

As a Customer Consultant 1 you are responsible for:

The delivery, via alternative delivery systems, the Bank’s products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations.

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.
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• 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

Education and Qualifications:

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.

• 401k and Employer Match
• Life Insurance
• Disability
• Educational Assistance
• Wellness Programs
• Employee Assistance Program
• 15 Paid Time Off Days (Will be tailored to level)
• 11 Paid Holidays
• Job Shadowing

Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.