Digital Banking Client Advisor 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

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.