Financial Consultant

Financial Consultant

Job Summary:

The Financial Consultant is specialized in enhancing customer satisfaction by providing exceptional sales, support, and digital communication for Consumer and Business Banking patrons. They contribute to the efficient running of branch operations, meet customer sales and service expectations, and arrange customer appointments to assess needs and forward complicated concerns to the appropriate team members.

Key Responsibilities:

• Encourage customer engagement through educational sessions on Consumer and Business Banking products. Offer suggestions on suitable services based on customer preferences and emphasize the benefits of utilizing digital banking tools.
• Managing appointments and consultations entails overseeing scheduled or walk-in customer visits with the goal of identifying their banking needs and facilitating seamless handovers to the appropriate banking representatives for advanced concerns.
• Stay aligned with the bank's sales framework and deliver easily understandable, customer-oriented assistance.
• Lobby Coordination: Actively manage lobby coordination by welcoming customers, attending to inquiries, and taking charge of promptly resolving urgent banking needs.
• Engage in Operational Support by participating in the daily activities of the branch, such as managing customer transactions, resolving overdraft matters, and ensuring adherence to internal regulations. Perform operational tasks as directed.
• Compliance and Risk Management Obligations: Remaining current on Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) methodologies. Identifying and escalating potential instances of fraud. Ensuring adherence to operational and regulatory rules.
• Customer Resolution: Efficiently handle customer complaints by logging them correctly and ensuring appropriate follow-up. Prioritize the effective and prompt resolution of customer issues.
• Sales Referrals entail pinpointing sales opportunities and steering customers towards the correct banking partners for customized product suggestions.

Scope of Responsibilities:

• Offer exceptional service and swiftly resolve any issues customers may have.
• Elevate branch sales and create more engaging customer encounters.
• Take on diverse functions across the branch, including starting new accounts and originating loans, handling concerns, and executing transaction procedures.
• Display sensitivity and attentiveness towards customers, center their experience in all interactions, be receptive to adapting, and showcase ease in using digital platforms in customer engagements.

Requirements in Education and Professional Background:

• Meeting the educational requirement of a high school diploma or GED.
• The position necessitates a minimum of one year of proficiency in retail sales, call center duties, customer service, or telesales.
• Sound verbal and interpersonal communication capabilities.
• Capacity to address complex customer discussions and diverse customer needs effectively.
• Well-organized with strong time management and prioritization skills.
• Competence in managing pressure efficiently amidst a quick-paced collaborative atmosphere.
• Proficient in navigating internet-based technology.

Preferred Qualifications:

• Tailoring bilingual abilities to match branch demands.
• Verified capability in achieving sales goals or obtaining referrals.
• Physical Requirements:
• The skill to stand on one's feet for a lengthy period.
• Prolonged reliance on hands and fingers through consistent use.
• Skill in lifting objects that vary from 5 to 30 pounds.
• Capability to comprehend intricate text.
• Proficiency in interacting with patrons in person at the workplace.

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