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Financial Counselor

2 months ago

Cleveland, United States First Mutual Holding Company Full time

Apply Job Type Full-time Description The Financial Counselor is responsible for opening new accounts and consumer loan applications for customers and assisting current customers with their financial needs. Requirements Duties and Responsibilities:Provides excellent customer service by processing customer transactions; answers customer inquiries both in person and on the telephone including Call Center support; follows-up with customers as necessary.Responds to customer inquiries regarding lending and savings products and rates; explains lending and savings products and services offered through the branch; takes consumer loan applications and completes required disclosures; follows-up on the processing and closing of loans; responds to customer inquiries regarding status of loan application; Opens and closes accounts with accuracy and in accordance to bank policies and regulations.Cross-sells bank's products and services by using insights gained about the customer's needs; provides investments, mortgages, and business banking referrals, follows up on referral opportunities.Occasionally operates a teller window as needed; maintains acceptable outages based on Branch Operation guidelines; maintains appropriate teller cash limits; follows policies and procedures to ensure compliance for branch audits, etc.Assists in performing back office duties which includes completing branch reports, balancing the ATMs, processing night/mail deposits, and filing; opens and closes branch locations in a secure manner as needed.Assists in shared Customer Relationship Center responsibilities.May float to other bank branches as needed.Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.Other duties as required.Necessary competencies:Active ListeningChange ChampionCoachingCommunicationConflict ResolutionOrganizational SavvyProcess OrientedService OrientationTechnical ExpertiseExperience in mortgage lending is preferredExperience in banking laws, regulations, and guidelines is preferred.Experience in retail is preferred.Experience in customer service is preferred.Experience in financial services or banking is preferred.Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Loan Origination, Cleartouch, OnBase, various government and investor software/web portals is preferred.Education and ExperienceEducation: High School Diploma or equivalent is required; Bachelor's degree is preferred, or equivalent experience. Certification: Valid Driver's License is required. NMLS number and Notary required.Years of experience: 3 to 5 years is required.Years of experience supervising: None.Physical EnvironmentWhile performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.The employee must occasionally lift and/or move up to 25 pounds.The noise level in the work environment is usually quiet to moderate.This position is performed in an office setting, able to work days and hours branch offices are open. Able to work overtime as directed.This job description is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties, or responsibilities that will be required in this position.