Client consultant

A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.

Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.

Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.

Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative

C lient Experience : Provide positive client experience by assisting with account questions, problems and / or complaints and through research and communication resolve in a timely and effective manner.

Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to referrals.

Management : Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.

Performs special projects, and additional duties and responsibilities as required.

Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.

Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Job Requirements :

High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required

0 3 years of customer service and sales experience, required

Experience in financial services industry, preferred

Last updated : 2024-10-20