Banking Services Consultant

2 weeks ago

Florence, Oregon, United States Oregon Pacific Bank Full time
Job Overview

POSITION SUMMARY: Responsible for delivering exceptional client service by promoting and selling banking products, nurturing existing client relationships, and efficiently managing account openings. Assist in resolving client inquiries and serve as the primary contact for consumer lending operations. Uphold the commitment to 'Deliver on the Promise.'

POSITION REQUIREMENTS:

  • Education: High school diploma or equivalent
  • Experience: 2 to 4 years in business account management or relevant client service and cash handling experience

KEY RESPONSIBILITIES:

  • Utilize software tools as required for specific job functions
  • Follow established procedures and documentation related to assigned tasks
  • Promote deposit services and cross-sell additional banking products by maintaining up-to-date knowledge of available services
  • Facilitate the opening of new accounts and services by assessing client needs, completing necessary documentation, and following up on sales initiatives
  • Process deposits, verify cash and endorsements
  • Handle checks for cashing or payment; verify endorsements and client identities; ensure transaction validity. Confirm new client information to mitigate bank risks
  • Generate new business opportunities through proactive outreach to potential and existing clients
  • Manage orders for ATM/Debit cards and client checks
  • Address debit card transaction inquiries
  • Assist clients with checkbook reconciliation
  • Resolve client requests or complaints; investigate account issues
  • Conduct client interviews for consumer loans, recommend suitable products, assist with initial applications, and gather necessary documentation for loan processing. Maintain communication with clients throughout the loan process
  • Explain merchant service offerings to clients and refer them to the appropriate representative
  • Ensure timely scanning of account-related documents
  • Maintain accurate account holder information in the computer system
  • Ensure client service standards are met for both walk-in and telephone inquiries
  • Stay informed of and comply with the Bank's policies, procedures, and relevant regulations
  • Manage cash handling in accordance with teller guidelines
  • Refer two loan-related products monthly
  • Refer two merchant services monthly
  • Refer one wealth management client quarterly
  • Team Collaboration:
    • Support colleagues in delivering top-tier client service.
    • Assist in completing departmental tasks efficiently.
  • Understand and adhere to bank compliance rules and federal/state regulations
  • Follow all compliance policies and procedures related to this role
  • Perform additional duties as required to meet client and operational needs

WORK ENVIRONMENT:

  • Ability to prioritize and focus on essential tasks is necessary.
  • Dependability, attention to detail, and accountability for work outcomes are essential.
  • Requires prolonged sitting and occasional travel to various departments.
  • Engagement with clients through phone, email, and in-person interactions is expected.
  • Completion of assigned online training with satisfactory results is required.
  • Professional demeanor and attire are expected in the workplace.
  • Work is conducted indoors in a controlled environment.

SKILLS REQUIRED:

  • Proficient in Business English
  • Effective oral communication skills
  • Experience in direct client interaction
  • Ability to provide outstanding client service professionally
  • Competence in interpreting bank policies for clients
  • Ability to communicate with clients tactfully
  • Proficient in cash handling and accurate change-making
  • Ability to manage stress effectively
  • Basic mathematical skills for interest and percentage calculations
  • Proficient in online teller systems
  • Ability to operate ten-key calculators and office equipment
  • Ability to type at least 30 words per minute
  • Ability to work collaboratively in a team environment
  • Ability to lift up to 30 lbs. of coin
  • Willingness to work scheduled hours

RELATIONSHIPS:

  • Reports to the Branch Manager for task fulfillment.
  • Engages with clients and the public to enhance the bank's marketing efforts.

CORE VALUES:

  • Integrity: Maintain honesty and compassion in all interactions.
  • Commitment: Go above and beyond for clients.
  • Collaboration: Actively contribute to team success.
  • Continuous Improvement: Pursue ongoing learning to enhance service and personal growth.
  • Team Spirit: Embrace individuality while supporting team objectives.
  • Problem Solving: Approach challenges with creativity and initiative.
  • Communication: Keep all parties informed and engaged.
  • Community Engagement: Recognize the importance of serving the community.

Oregon Pacific Bank is an Equal Opportunity Employer and values diversity in the workplace.

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