LifeStore Bank: Financial Consultant

Posted By: Emma Faulkner Career Center,
Financial Consultant I

Job Description: Creates the optimum experience in all customer and consumer
interactions. Consults with customers, recommending products and services to meet
immediate needs and long-term goals. Solicits new business and proactively provides or
refers financial products and services. Actively participates and interacts with other team


Primary Job Functions may include:

  • Bears primary responsibility to model and create an exceptional customer experience.
  • Solicits and originates deposit products. Refers Loans, Insurance and Investments to
    appropriate team members. Focuses the resources of the company to build total customer relationships using banking, insurance, and investment services as well as complementary products offered by third party vendors. Manages all customer relationships to increase total wallet share.
  • Communicates and demonstrates excellence in customer service, going the extra mile to exceed customer expectations.
  • Consistently uses technology tools to support the customer relationship and record
  • Is knowledgeable of and adheres to bank policies and procedures in all activities while
    observing all authoritative limits and regulatory responsibilities.
  • Is flexible in work scheduling as requested.
  • Completes documentation, correctly and efficiently.
  • Primarily responsible for helping customers process transactions.
  • Assists with other responsibilities as directed by the Retail Bank manager, Market President, and/or Chief Banking Officer.


Minimum Qualifications:

  • High school diploma or equivalent.
  • Experience in the customer service industry.
  • Excellent oral and written communication skills.
  • Ability to develop knowledge in a wide range of financial products.
  • Good judgment, interpersonal and intuitive skills.
  • Must have business development skills and enjoy soliciting new business.
  • Exhibits proactive, engaging, and high energy traits.

Employees are expected to perform other duties as assigned and directed by management and to adhere to all company and compliance policies and procedures. Job description and duties may be modified when deemed appropriate by management.