Atlanta Financial Consultant Role

3 days ago


Stone Mountain, Georgia, United States Citizens Trust Bank Full time
Atlanta Financial Consultant Role Description

Citizens Trust Bank seeks an experienced and results-driven Financial Consultant to join our Atlanta team. As a key player in our financial center, you will be responsible for delivering exceptional customer service, growing sales, and maintaining a high level of product knowledge.

Main Responsibilities:
  • Develop and maintain relationships with customers, identifying their needs and preferences
  • Analyze customer requests, resolving issues and processing necessary paperwork
  • Work collaboratively with colleagues to achieve sales targets and support team objectives
  • Stay informed about banking regulations, policies, and procedures
  • Participate in ongoing training and professional development initiatives
Essential Qualifications:
  • High school diploma or equivalent work experience
  • Prior banking experience a plus
  • Excellent communication and interpersonal skills
  • Basic computer skills and math abilities
Compensation and Benefits:
  • Salary range: $45,000 - $65,000 per year
  • Comprehensive benefits package, including medical, dental, vision, and 401(k)
  • Ongoing training and professional development opportunities
  • A supportive team environment focused on customer satisfaction


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