Financial Relationship Consultant
1 day ago
We are seeking a highly skilled and customer-focused Financial Relationship Consultant to join our team at Citizens Trust Bank in Atlanta, GA.
Job Summary:The Financial Relationship Consultant will be responsible for providing exceptional customer service, building strong relationships with customers, and promoting the bank's products and services.
Key Responsibilities:- Welcome customers warmly and provide personalized service to meet their financial needs.
- Process customer transactions, including account openings, closings, and loan applications.
- Assist customers with accessing their safe deposit accounts and perform other customer transactions.
- Provide financial solutions and recommendations to customers to meet their financial goals.
- Build and maintain strong relationships with customers to promote the bank's products and services.
- Collaborate with other bank departments to resolve customer issues and provide excellent customer service.
- Stay up-to-date on banking products and services to provide accurate information to customers.
- Meet or exceed sales goals by promoting the bank's products and services to customers.
- Perform other duties as assigned by management.
- High school diploma or equivalent work experience.
- Experience with Microsoft Office (Word, Excel, and PowerPoint) is preferred.
- Prior banking experience is preferred.
- Prior supervisory work experience is not necessary but preferred.
- Ability to interact with various levels of employees and management.
- Ability to present and remain professional in front of customers.
- Ability to make sound decisions and think critically.
- Ability to work in a team environment and interact well with co-workers and management.
- Ability to demonstrate a sales initiative and promote the bank's products and services.
- Competitive compensation and comprehensive benefits package.
- Medical, dental, vision, and prescription coverage.
- 401(k) retirement plan.
- Life insurance and accidental death and dismemberment coverage.
- Short- and long-term disability coverage.
- Flexible spending plan.
- Paid time off, vacation, and holiday pay.
- Tuition reimbursement.
- Employer-assisted housing program.
Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative, and professional team. We offer a comprehensive benefits package and opportunities for growth and development.
We are an equal opportunity employer and welcome applications from diverse candidates.
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