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Client Service Consultant

Part-time positions available (up to 29 hours per week) and full-time positions with a regularly scheduled 40-hour workweek.

Role

Receives incoming calls or messages and determines the products, services, or resources the caller requires or could benefit from. Provides direct support to clients, or connects them to the appropriate bank representative.

Major Duties and Responsibilities

Description

Answer incoming calls and messages, verify the caller’s identity and determine their needs, minimizing the caller’s time and effort in resolving their concern.

Identify products and services that may be beneficial to clients using a needs-based approach and provide information about their value and benefits.

Perform teller functions for clients (i.e. transfer funds between accounts or make loan payments, stop payments, close and reorder debit cards, provide account balances and transaction information, reissue and reset PINs, etc.)

Maintain comprehensive knowledge of all bank products and services. Assist and guide clients in all aspects of digital banking products, services, and channels.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.