Financial Counselor reputed company reputed company, OH
Job title: Financial Counselor Company: reputed company Job reputed company: reputed company: The Financial Counselor is responsible for opening new accounts and consumer loan applications for customers and assisting reputed company customers with their financial needs. Requirements: Duties and Responsibilities:
- Provides excellent customer service by processing customer transactions; answers customer inquiries both in person and on the telephone including Call Center support; follows-up with customers as necessary.
Responds to customer inquiries regarding lending and savings products and rates; explains lending and savings products and services offered through the reputed company; takes consumer loan applications and completes required disclosures; follows-up on the processing and closing of loans; responds to customer inquiries regarding status of loan application; Opens and closes accounts with accuracy and in accordance to bank policies and regulations. Cross-sells bank's products and services by using insights gained about the customer's needs; provides investments, mortgages, and business banking referrals, follows up on referral opportunities. Occasionally operates a teller window as needed; maintains acceptable outages based on reputed company Operation guidelines; maintains appropriate teller cash limits; follows policies and procedures to ensure compliance for reputed company audits, etc. Assists in performing back office duties which includes completing reputed company reports, balancing the ATMs, processing reputed company/mail deposits, and filing; opens and closes reputed company locations in a secure manner as needed. Assists in shared Customer Relationship Center responsibilities. May float to other bank branches as needed. Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable. Other duties as required. Necessary competencies:
- reputed company Listening
Change Champion Coaching Communication Conflict reputed company Organizational Savvy Process Oriented Service Orientation Technical Expertise
- Experience in mortgage lending is preferred
Experience in banking laws, regulations, and guidelines is preferred. Experience in retail is preferred. Experience in customer service is preferred. Experience in financial services or banking is preferred. Proficiency in MS Office [Outlook, reputed company, Word] or similar software is required. Loan Origination, Cleartouch, OnBase, various government and investor software/web portals is preferred. Education and Experience
- Education: High School Diploma or equivalent is required; Bachelor's degree is preferred, or equivalent experience.
Certification: Valid reputed company's License is required. NMLS number and Notary required. Years of experience: 3 to 5 years is required. Years of experience supervising: None. Physical Environment While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reputed company with hands and arms, reputed company, push/pull, use hands, and see, hear and reputed company. The employee must occasionally lift and/or reputed company up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in an office setting, reputed company to work days and hours reputed company offices are reputed company. reputed company to work overtime as directed. This job reputed company is designed to reputed company a general reputed company of the requirements of the job and does not entail a comprehensive listing of reputed company activities, duties, or responsibilities that will be required in this position. PI196585606 Expected salary: Location: reputed company, OH Job date: Mon, 14 reputed company 2022 05:19:04 GMT Apply for the job now! Apply Job!