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