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Banking and Financial Services Consultant

2 months ago

Arlington, Texas, United States CornerStone Staffing Full time
Job Summary

CornerStone Staffing is seeking a highly motivated and customer-focused Financial Center Consultant II to join our team. As a key member of our financial center, you will be responsible for delivering exceptional service and building lasting relationships with our members.

Key Responsibilities
  • Member Engagement: Provide a warm welcome to our members, guiding them to the right products and services.
  • Consultative Selling: Conduct consultative selling sessions to understand members' financial needs, suggest products, and set up new accounts and loans.
  • Platform Functions: Spend most of your time on platform activities, including opening new accounts, loan production, and handling teller functions.
  • Goal Achievement: Consistently meet and exceed sales goals through cross-selling and providing a comprehensive service experience for our members.
  • Operational Excellence: Solve operational issues, open business and consumer loans/accounts, and maintain exceptional service standards.
  • Marketing Initiatives: Proactively support branch marketing initiatives and help create a vibrant, member-focused environment.
  • Lobby Coverage: Serve as the branch concierge, greeting members, answering calls, and directing them to the appropriate resources.
Requirements
  • MINIMUM of one year in a financial environment with Loans and opening new accounts
  • Bilingual required- able to speak, read, and write Spanish
  • Computer skills, solid math and written communication Enthusiastic, professional, a good listener, and someone who thrives in a fast-paced setting with the ability to prioritize tasks effectively.
  • College degree preferred, but not required
Benefits
  • Comprehensive Benefits: Medical, Dental, Vision coverage starts the month following 30 days of employment. Vision is company-paid, and we offer multiple medical plans, including a High Deductible Plan with an HSA.
  • Retirement Savings: 401(k) plan with a 5% company match available after 6 months. Company-funded pension plan after 1 year.
  • Paid Time Off: 12 paid holidays, including your birthday, plus 2 weeks of vacation and 2 weeks of sick pay accrued annually.
  • Career Growth: Opportunities to develop your skills, grow within the company, and achieve your career goals.