Customer Consultant I – Part Time, 28 Hours

Ion Bank

Bank customer consultant responsible for delivering products and services to customers. Ensuring high-quality service standards and maintaining banking regulations through effective transaction management.

Posted 5/5/2026part-timeNaugatuck • Connecticut • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $27 per hourWebsite

About the role

Key responsibilities & impact

The delivery, via alternative delivery systems, the Bank’s products, and services to potential and existing customers
Maximizing profitability, competitiveness, and growth of the company by effectively implementing the company service standards
Performing financial transactions accurately and effectively while adhering to set policies and procedures
Maintaining and applying a working knowledge of all applicable banking regulations
Ensuring company service standards are continually achieved in area of responsibility
Projecting a positive and highly professional image of the Bank
Recognizing and assuming responsibility for contributing to the Bank’s strategic growth and service goals through excellent customer service, product knowledge and product referrals
Staying current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately
Achieving established goals for the department
Analyzing the best product to meet the needs of the customer, explaining, and offering the product

Requirements

What you’ll need

A High School diploma is required
Additional college coursework or bank-related training
Minimum of 1 year of banking experience
At least 2 years of sales and customer service experience—or a comparable combination of education and experience
Familiarity with financial terminology, banking systems, and various payment delivery options is essential.

Benefits

Comp & perks

401k and Employer Match
Life Insurance
Disability
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days (Will be tailored to level)
11 Paid Holidays
Job Shadowing
Volunteer Opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial transactionsbanking regulationsproduct knowledgesales experiencecustomer service experiencepayment delivery optionsbank-related training

Soft Skills

customer serviceprofessional imageresponsibilitycommunicationanalytical skills

Certifications

High School diplomabank-related training