Banking Consultant

Banking Consultant

Banking Consultant Responsibilities:

• Deliver exceptional customer service by promptly acknowledging customers, identifying their needs, recommending suitable products and services, and addressing their queries promptly.
• Promote client participation in financial assessments and business reviews to deliver tailored solutions and identify any extra financial requirements.
• Ensure that clients receive suggested actions and deliver on promises to them.
• Consistently engages with external and internal clients, offering proactive resolutions and problem-solving in line with the bank's Breakthrough Client Service Standards.
• Assists clients in setting up both consumer and business accounts, catering to both new and current customers.
• Contributes to the team spirit of Client Service Specialists and assists with teller functions, such as cash transactions, when the situation arises.
• Assisting in achieving the branch objective of recognizing and directing various bank offerings and amenities to the suitable internal associates.
• Maintains knowledge of current products and techniques.
• Addresses client problems and inquiries diligently, showing effective persistence.
• Establishing recognition of enterprise, consumer, and trust entities.
• Additional duties may be required as delegated.

Banking Consultant Qualifications:

• A high school diploma or its equivalent, the General Educational Development (GED) credential, is necessary.
• The preferred candidates for the position are those with one year of experience in client service specialist (teller) or other banking roles.
• Understanding the fundamental concepts of retail banking and the range of products and services available to customers.
• Eagerness and readiness to actively progress skills in consumer lending.
• Skill in adhering to established Standard Operating Procedures.
• Proficiency in handling cash transactions accurately, reconciling accounts, and performing precise arithmetic calculations.
• Capacity to fulfill numerous and diverse client demands promptly.
• Proficient in developing strong client relationships by concentrating on establishing new connections and expanding existing ones, utilizing personal and business background to effectively engage with customers.
• Knowledgeable about state statutes and rules concerning goods and services.
• Competence in reading, writing, and basic arithmetic is a requirement.
• Capable of carrying items weighing up to 25 pounds.
• Ability to manage prolonged periods of standing without difficulty.
• Possessing a preferred credential of Nationwide Multistate Licensing and Registry (NMLS) is highly valued.

Join a financial institution that puts their resources into your potential!

• Competitive Incentive Plan: Achieve rewards commensurate with your contributions.
• Upgrade your skills with our premier banker programs that are uniquely designed to enhance your capabilities.
• Career Advancement: A defined roadmap to reach your desired milestones in the professional arena.

Our Benefits:

• An attractive total compensation plan that encompasses both salary and extensive perks.
• Healthcare Services for Employees: Medical, dental, and vision benefits available to eligible associates.
• Retirement Savings Strategy: 401(k) equipped with employer match for eligible deposits.
• The Employee Assistance Program (EAP) offers a helping hand to employees dealing with personal and work-related issues.
• Life insurance and Disability insurance provide financial protection in the event of unexpected circumstances that result in loss of income or death.
• The essence of tuition assistance programs lies in their provision of financial support to individuals seeking to advance their education.
• Obtaining support for mental health needs: Accessing mental health resources.
• Enhanced Insurance Choices: Protection for cars, residences, and pets.
• Discounts: Entryway to an internet-based platform offering reduced prices.
• Paid Time Off comprises public holidays, vacation days, sick leave, and opportunities for volunteer work.
• Eligibility for benefits commences on the initial day of the month subsequent to employment for staff members with a consistent weekly schedule of 30 hours or more.

Our Dedication to Diversity:

Through their adherence to equal opportunity and affirmative action principles, Columbia Bank emphasizes the importance of diversity and inclusivity in the workplace. They strive to build a team that represents a broad range of perspectives and backgrounds, recognizing the value that such diversity brings to the organization. The bank's commitment to fair and unbiased employment practices is central to their ethos.

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