Job Summary
A Branch Banking Client Consultant I provides 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.
Job Responsibilities :
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
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.
Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements :
Last updated : 2024-05-18
Click the checkbox next to the jobs that you are interested in.
Click the checkbox next to the jobs that you are interested in.
Business Banking Services Skill
Cash Management Skill
New York Community Bank, Portage, MI
New York Community Bank, Hillsdale, MI