LifeStore Bank

Posted By: Emma Faulkner Career Center,
Financial Consultant III


Department: Retail Banking
Reports To: Retail Bank Manager
Supervises: Day to day Deposit Operations and needs of Deposit Group
Job Description: The Financial Consultant III position creates the optimum experience in all customer and consumer interactions. It consults with customers, recommending products and services to meet immediate needs and long-term goals. This position also solicits new business and proactively provides or refers financial products and services, actively participates and interacts with other team members, and provides support and assistance to the deposit group. 


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 activities. 
• Is knowledgeable of and adheres to bank policies and procedures in all activities while 
observing all authoritative limits and regulatory responsibilities.
• Provides ongoing coaching to peers and promotes team building within the organization.
• Bears co-responsibility for the development and administration of training programs including acting as an instructor when appropriate. Programs include Procedures, New Product Introduction and Basic FC Skills Training, among others.
• Documents standard operating procedures in line with bank policy. Participates in 
administration of policy and procedure manuals for FCs. Participates in coordination of 
recommendations for policy/procedure changes.
• Is flexible in work scheduling as requested. 
• Completes documentation correctly and efficiently. 
• Assists with customer transactions as needed.
• Assists with other responsibilities of the Deposit area as directed by the Retail Bank Manager and/or Chief Banking Officer.
• Adheres to all company and compliance policies and procedures


Minimum Qualifications 
• High school diploma or equivalent.
• Minimum of 3 years of experience in the financial services or related industry.
• Excellent oral and written communication skills.
• Experienced 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.

Job description and duties may be modified when deemed appropriate by management.

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