Branch Banking Client Consultant II - Licensed - Naples, FL

The Branch Banking Client Consultant II-Licensed provides best-in-class experience by resolving concerns and providing various product details to meet the financial needs of clients. This position focuses on client management, client retention, and introductions to key bank partners to ensure 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.

Benefits

• Medical, dental, vision, life, and disability insurance
• Comprehensive leave program