As a Customer Consultant, you will welcome customers in-branch and over the phone, providing tailored solutions based on their needs. Responsibilities include proactive outreach, maintaining accurate records, and adhering to company policies to deliver exceptional service.

The role of Customer Consultant involves engaging with customers to understand their needs and providing information about products and services. Responsibilities include welcoming customers, tailoring solutions, maintaining records, and proactive outreach to ensure customer satisfaction. The position requires excellent communication skills and a passion for outstanding customer service.

As a Customer Consultant, you will engage with customers in a friendly manner, identify their needs by asking insightful questions, and provide tailored solutions. You’ll maintain accurate customer records, proactively reach out to customers, and adhere to company policies while providing exceptional service to support their financial goals.