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Financial Services Consultant

2 months ago

Grand Island, Nebraska, United States Exchange Bank Full time
Job Overview

The Financial Services Consultant position is a full-time role focused on fostering customer relationships and driving business growth.

Key Responsibilities:

  1. Educate clients on various banking services tailored to their needs, including:
  • Online banking solutions for both retail and business,
  • Mobile banking applications,
  • Mobile deposit features,
  • Bill payment services,
  • Peer-to-peer payment options,
  • Automated Clearing House (ACH) services,
  • Merchant services,
  • Debit and ATM card services,
  • Gift and prepaid card options,
  • Deposit account management,
  • Loan offerings.
  1. Oversee customer bank accounts, ensuring accurate management of account openings, closings, and transactions.
  • Handle account closure requests professionally, gathering feedback to facilitate resolutions when possible.
  • Ensure timely and accurate account openings while adhering to established procedures.
  • Collect and process necessary documentation for updating customer information, minimizing risks associated with fraudulent activities.
  • Facilitate domestic and international wire transfers.
  1. Address and resolve customer inquiries regarding banking services and account issues.
  • Provide exceptional service to customers both in-person and over the phone.
  • Assist clients with questions related to bank notifications.
  • Support customers with debit card transaction issues and limit adjustments.
  1. Refer clients to appropriate bank departments as necessary and promote cross-selling opportunities.
  • Loan services,
  • Electronic banking solutions,
  • Trust services,
  • Leasing options.
  1. Engage with potential clients to generate new business opportunities.
  1. Present financial products and services to both existing and prospective clients.
  1. Perform administrative tasks, including:
  • Updating customer information in the banking system,
  • Managing returned mail and ensuring accurate customer data,
  • Adjusting statuses on dormant accounts in compliance with bank policies,
  • Verifying documentation accuracy through review processes,
  • Monitoring various reports related to account management.
  1. Collaborate professionally with all bank departments, demonstrating knowledge of current procedures.
  • Core banking services,
  • Account management,
  • Electronic banking operations,
  • Advanced personal banking roles.

Qualifications:

Required:

  • Bachelor's degree or equivalent experience preferred.
  • Prior experience in a retail banking environment.
  • Strong oral and written communication skills.
  • Critical thinking and creative problem-solving abilities.
  • A genuine commitment to meeting the financial needs of customers and the community.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.