Hybrid Banking Customer Consultant I

Socket.dev; Naugatuck (CT); Hybrid; USD 25,000 - 32,000; 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

Volunteer Opportunities

Job summary

Ion Bank in the United States is seeking a Customer Consultant 1 to deliver the Bank's products and services to customers, maximizing profitability through strong service standards and personalized support.

You will perform financial transactions, make product referrals, maintain records, and stay current on policies to ensure accurate processing and secure operations. A High School diploma and banking experience with sales/customer service is required.

Qualifications

• High School diploma required; additional college coursework or bank-related training.
• Minimum 1 year banking experience; at least 2 years sales/customer service experience.
• Familiarity with financial terminology, banking systems, and payment delivery options.

Responsibilities

• Attend work as scheduled and represent the bank professionally.
• Provide high quality customer service while meeting service standards.
• Refer products to customers to support growth and profitability.
• Process transactions accurately and adhere to bank policies and regulations.
• Maintain records of customer interactions and transactions for reporting.
• Stay current on policies and technology to minimize transfers and errors.

Skills

Customer service

Sales

Banking

Education

High School diploma

Banking training

Job description

Ion Bank in the United States is seeking a Customer Consultant 1 to deliver the Bank's products and services to customers, maximizing profitability through strong service standards and personalized support.

You will perform financial transactions, make product referrals, maintain records, and stay current on policies to ensure accurate processing and secure operations. A High School diploma and banking experience with sales/customer service is required.