Client Service Consultant II

Thomaston Savings Bank•Thomaston, CT

6d•$23 - $35

About The Position

Thomaston Savings Bank is seeking a team-oriented individual committed to exceptional client service, creative problem-solving, and supporting the community. The Client Service Consultant II performs administrative tasks for clients, responds to written correspondence through digital channels, and manages new deposit and loan account applications. The role also provides Client Service Consultant I coverage as needed and serves as an advanced support contact for digital banking escalations.

Requirements

Team player with a dedication to delivering exceptional service.
Ability to find creative solutions.
Commitment to giving back to the community.
Must comply with company policies and procedures and applicable laws and regulations.

Responsibilities

Respond to incoming digital correspondence and determine whether account holders need additional support.
Process digital deposit and loan account applications requiring review, follow-up, or client contact.
Initiate outbound client calls on behalf of the Contact Center.
Perform Client Service Consultant I duties as needed.
Assist and guide clients with digital banking products, services, and channels.
Serve as a point of contact for client escalations requiring advanced user support.
Maintain comprehensive knowledge of bank products and services; cross-sell using a needs-based approach.
Assist management with onboarding and training new Client Service Consultants.
Comply with company policies and procedures and applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.