Job Summary
The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
Pay Range : $19.13 - $23.91 - $28.69
Pay Range : Local Minimum Wage - $0.00 - $0.00
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.
Client 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.
Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements :
NMLS registration can be completed after job entry date
Last updated : 2024-06-09
Salary : $19 - $24
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