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Customer Consultant I (Hybrid)

Ion Bank

divh2Customer Consultant I (Hybrid)/h2pJob Category: Retail Requisition Number: CUSTO001800/ppPosted: April 28, 2026/ppFull-Time/ppHybrid/ppHourly Range: $19.68 USD to $26.57 USD/ppLocation: Naugatuck, CT 06770, USA/ph3Job Details/h3pJob Type: Hourly, Full Time - Hybrid Schedule: Monday, Tuesday, Thursday, Friday: 10:15AM to 7:00PM Saturdays: 8:00AM to 3:00PM *Wednesdays Off*/ppWho We Are:/ppAt Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day./ppAs a result of Ions continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!/ppWho We Are Seeking for This Role:/ppThe ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ions service Philosophy of Safety Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go above and beyond whenever necessary. This individual thrives in an environment that encourages teamwork and promotes inclusion by working with a variety of people./ppAs a Customer Consultant 1 you are responsible for:/pulliEmployee is required to attend work./liliEnsure company service standards are continually achieved in area of responsibility./liliProject a positive and highly professional image of the Bank by providing high quality customer service./liliRecognize and assume responsibility for contributing to the Banks strategic growth and service goals through excellent customer service, product knowledge and product referrals./liliStays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately./liliKeeps current on changes in technology and alternative delivery methods./liliAchieve established goals for the department./liliAnalyze the best product to meet the needs of the customer, explains, and offers the product to the customer./liliRespond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner./liliConduct installment and secured loan interviews. Completes phone application with caller. Process application on computer./liliAssist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams./liliMaintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up./liliReceive, verify, and process through the PC customer transactions./liliRecognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department./liliVerify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud./liliBalance daily work./liliMaintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals./liliEnsure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations/li/ulpEducation and Qualifications:/pulliA High School diploma is required, along with additional college coursework or bank-related training./liliCandidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experienceor a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential./li/ulpBenefits:/pulli401k and Employer Match/liliLife Insurance/liliDisability/liliEducational Assistance/liliWellness Programs/liliEmployee Assistance Program/lili15 Paid Time Off Days (Will be tailored to level)/lili11 Paid Holidays/liliJob Shadowing/liliVolunteer Opportunities/li/ulpIon Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status./ppEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor./p/div

Vacancy posted 2 days ago
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