Telephone Financial Consultant

This role involves handling internal and external customer telephone inquiries, providing accurate product knowledge, and resolving service-related problems in a timely manner. The position supports the Branch Network by managing account maintenance requests, addressing online banking issues, and utilizing financial intelligence standards to detect suspicious activity. Employees may also make infrequent outbound telemarketing calls, refer complex account openings to Personal Bankers, and assist in training new departmental staff.