Client Service Consultant II

Thomaston Savings Bank

Role

Performs a variety of administrative tasks in support of our clients. Initiatives and responds to written correspondence via digital channels and manages new deposit and loan account applications. Services as a Client Service Consultant I as needed.

Major Duties and Responsibilities

Description

Respond to all incoming digital correspondence and determines if the accountholder requires additional support. Responsible for processing of digital deposit and loan account applications that require review, additional follow-up, or client contact.

Initiate outbound client calls on behalf of the Contact Center. Serves as a Client Service Consultant I as needed.

Assist and guide clients in all aspects of digital banking products, services, and channels. Serves as a point of contact for client escalations requiring advanced user support.

Maintain comprehensive knowledge of all products and services. Cross-sell and assist clients using a needs-based approach.

Assist management with onboarding and training new Client Service Consultants.

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.

EOE, including disability/vets

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Vacancy posted 2 days ago

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