More jobs:
Client Service Consultant II
Job in
Thomaston, Litchfield County, Connecticut, 06787, USA
Listed on 2026-02-28
Listing for:
Thomaston Savings Bank
Full Time
position Listed on 2026-02-28
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep, HelpDesk/Support, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Role
Performs a variety of administrative tasks in support of our clients. Initiatives and responds to written correspondence via digital channels and manages new deposit and loan account applications. Serves as a Client Service Consultant I as needed.
Major Duties and Responsibilities- Respond to all incoming digital correspondence and determine if the account holder requires additional support.
- Responsible for processing digital deposit and loan account applications that require review, additional follow-up, or client contact.
- Initiate outbound client calls on behalf of the Contact Center. Serves as a Client Service Consultant I as needed.
- Assist and guide clients in all aspects of digital banking products, services, and channels. Serves as a point of contact for client escalations requiring advanced user support.
- Maintain comprehensive knowledge of all products and services. Cross-sell and assist clients using a needs-based approach.
- Assist management with onboarding and training new Client Service Consultants.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
EOE, including disability/vets
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×