Hybrid Customer Consultant I – 19 hours

Posted 1 hour ago

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About the role

  • Customer Consultant 1 providing banking products and services to customers at Ion Bank. Handling transactions, inquiries, and financial planning for clients in a hybrid work environment.

Responsibilities

  • Deliver the Bank’s products and services to potential and existing customers
  • Perform financial transactions accurately and effectively
  • Maintain and apply a working knowledge of all applicable banking regulations
  • Ensure company service standards are continually achieved
  • Project a positive and highly professional image of the Bank
  • Respond to customer inquiries and help resolve customer questions/issues
  • Conduct installment and secured loan interviews
  • Process application on computer
  • Assist customers in their financial planning by making referrals to business partners
  • Maintain a daily record of all customer contact, sales, and other necessary data

Requirements

  • A High School diploma is required
  • Additional college coursework or bank-related training
  • Minimum of 1 year of banking experience
  • At least 2 years of sales and customer service experience—or a comparable combination of education and experience
  • Familiarity with financial terminology, banking systems, and various payment delivery options is essential.

Benefits

  • 401k and Employer Match
  • Life Insurance
  • Disability
  • Educational Assistance
  • Wellness Programs
  • Employee Assistance Program
  • 15 Paid Time Off Days (Will be tailored to level)
  • 12 Paid Holidays
  • Job Shadowing
  • Volunteer Opportunities

Job title

Customer Consultant I – 19 hours

Job type

Experience level

Mid levelSenior

Salary

$19 - $26 per hour

Degree requirement

High School Diploma

Location requirements

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