Financial Customer Consultant

Financial Customer Consultant - Hybrid / Naugatuck, CT

Our client, a growing financial services organization, is seeking a Financial Customer Consultant to provide customer support and assist with a variety of banking and account-related services. This role involves handling customer inquiries, processing financial transactions, identifying appropriate products and services, and delivering a high level of customer care in a fast-paced environment.

• Assist customers with account-related questions and service requests.
• Process financial transactions accurately and in accordance with company policies.
• Provide information on products and services and identify opportunities for referrals.
• Support loan application and account maintenance processes.
• Research and resolve customer concerns in a timely manner.
• Maintain accurate records of customer interactions and activities.
• Adhere to regulatory requirements, internal procedures, and security standards.

• 1+ year of banking, financial services, or related customer service experience.
• Experience handling financial transactions and customer account inquiries.
• Strong computer skills and ability to navigate multiple systems.
• Weekend availability required.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please  or copy and paste the following link into an open window in your browser:

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.