Financial Consultant

Job Posting

Retail Banking

Reports To : Financial Consultant II-Lead

Supervises : Day to day deposit activities with customers

Job Description : Creates the optimum experience in all customer and consumer interactions. Consults with customers, recommending products and services to meet immediate needs and long-term goals. Solicits new business and proactively provides or refers financial products and services. Actively participates and interacts with other team members.

Primary Job Functions :

• Bears primary responsibility to model and create an exceptional customer experience.
• Solicits and originates deposit products.
• Refers Loans, Insurance and Investments to appropriate team members.
• Focuses the resources of the company to build total customer relationships using banking, insurance, and investment services as well as complementary products offered by third party vendors.
• Manages all customer relationships to increase total wallet share.
• Communicates and demonstrates excellence in customer service, going the extra mile to exceed customer expectations.
• Consistently uses technology tools to support the customer relationship and record activities.
• Is knowledgeable of and adheres to bank policies and procedures in all activities while observing all authoritative limits and regulatory responsibilities.
• Is flexible in work scheduling as requested.
• Completes documentation, correctly and efficiently.
• Primarily responsible for helping customers process transactions.
• Assists with other responsibilities as directed by the Retail Bank manager, Market President, and / or Chief Banking Officer.

Minimum Qualifications :

Physical and Mental Requirements : Vision, hearing, speech, dexterity, movements requiring