The Branch Banking Client Consultant II-Licensed 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.
Requirements
- Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.
- 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.
- Risk Management: Execute all sales, service, and banking transactions accurately and compliantly.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial goals and objectives, leveraging phone, and in-person appointments.
Benefits
- Medical, dental, vision, life, and disability insurance
- Comprehensive leave program
