Senior Conversion Consultant at LPL Financial guiding advisors' transition to the firm. Focusing on exceptional client experience and ensuring smooth acclimation to company processes and services.
About the role
- Client Relationship Consultant building customer relationships face to face and engaging customers' banking needs in Bowling Green, KY. Responsible for consumer loans, accounts, and branch operations.
Responsibilities
- Build relationships with customers by meeting face to face and engaging them
- Assess and attend to customers’ banking needs
- Obtain and process customer and account information
- Educate clients on available deposit and loan products and services
- Recommend financial solutions based on customer’s unique goals and needs
- Originate and close consumer loans
- Open accounts and manage branch operations
Requirements
- High school diploma or equivalent
- One to three years of customer service experience
- One to three years of sales experience
- Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
- Proven customer service and interpersonal skills
- Effective selling and referral skills
- Strong mathematical, problem-solving, and negotiation skills
- Strong verbal and written communication skills
- Experience in the financial services industry preferred
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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