Telephone Financial Consultant

Hours: Monday -Friday 7:00a.m. - 7:00p.m. Saturday 8:00a.m.-3:00p.m Sunday 10:00a.m.-3:00p.m. (Additional hours as necessary to meet the objectives of the department)

Function: Assumes responsibility for ensuring all external and internal customer telephone inquiries and research requests are satisfied in a timely, courteous, and professional manner. Supports Branch Network to allow focus on In-Branch customers.

Duties and Responsibilities: Assumes responsibility for ensuring the satisfactory handling of internal or customer related telephone inquiries or service-related problems by performing the following functions: Answers incoming customer service calls to include but are not limited to: Identifies and addresses customer needs by recommending applicable products and services that may represent a value to the customer. Assists the Branch Administration Department by identifying and reporting quality service concerns that may become apparent through customer interactions. Uses appropriate Customer Service/Sales/Correspondence Software to streamline process and improve efficiency. Makes infrequent outbound telemarketing calls. Refers customers with opening a deposit and/or loan account over the telephone to a Personal Banker. Recognizes opportunities to identify and meet needs resulting in new accounts and leads. Assists Manager/Solution Center Service with facilitating operational procedures to staff. Assists and encourages the sales process within the Solution Center Service. Assists in training new departmental employees. Demonstrates a strong ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization. May act as shift lead during evening and weekend hours of operation. Assumes additional duties as required.

Education: Requires a high school diploma or equivalent basic academic education.

Experience: Requires one to two years general business experience. Up front training enables position to be hired with up to one year experience.

Physical Demands: Operates a keypad device: 99% of the day. Maximum lift is ½ pound several times per day. Requires the use of manual dexterity skills for typing on a frequent basis, up to 60% of the business day. Possess the ability to focus visually at a close distance of 18”-20” for a period of up to 60% of the business day. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Offered rates and salaries may vary based on geographic location, market data and on experience, education, and evidenced position specific skill requirements. For roles that are incentive eligible, payment is based upon the plan document and company, business, and/or individual performance. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Salary Range: $15.00 - $27.76