Branch Banking Client Consultant II
2 weeks ago
- 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. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
- Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
- Performs more moderately complex special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements:
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
- 4 – 5 years customer service and sales experience, (including in the financial services industry, required
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, preferred. NMLS registration can be completed after job entry date
- Ability to train and mentor others, including products and platform procedures
- Experience in financial services industry, preferred
- Experience with using and demonstrating digital products and self-service technologies, preferred
Flagstar is an equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, or national origin.
-
Branch Banking-Leader
3 weeks ago
Phoenix, United States Flagstar Bank Full timeA Branch Banking Leader coaches a high-performing branch team to meet and exceed performance targets by teaching, training, and modeling sales behaviors while ensuring operational excellence. In addition, this role has a large focus on coaching to sales, revenue growth, and operational integrity with a focus on successful sales and client experience...
-
Branch Banking-Leader
3 weeks ago
Phoenix, AZ, United States Flagstar Bank Full timeA Branch Banking Leader coaches a high-performing branch team to meet and exceed performance targets by teaching, training, and modeling sales behaviors while ensuring operational excellence. In addition, this role has a large focus on coaching to sales, revenue growth, and operational integrity with a focus on successful sales and client experience...
-
Banking Specialist
3 weeks ago
Phoenix, United States BankTalent HQ Full timeAt National Bank of Arizona, we are a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each...
-
Banking Professional
1 month ago
Phoenix, Arizona, United States Sunflower Bank Full timeJob DescriptionSunflower Bank is seeking a highly motivated individual to fill the position of a Universal Banker at our Phoenix, AZ branch.The ideal candidate will possess excellent customer service skills, be detail-oriented, and have good computer skills.Responsibilities:Perform full service banking with a primary focus on service and sales to new and...
-
Bank Business Process Consultant Lead
3 weeks ago
PHOENIX, United States USAA Full timeWhy USAA?Let’s do something that really matters.At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and...
-
Client Services Representative II
3 months ago
Phoenix, United States The Bank of America Corporation Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Banking, Representative, Retail, 2nd Shift, Financial
-
Salesforce Consultant
1 month ago
Phoenix, United States Trinity Technology Solutions LLC Full timePosition: nCino Developer / Salesforce ConsultantDuration: Long Term ContractLocation: Phoenix, AZJob Summary:We are seeking a highly skilled nCino Developer to join our team in Phoenix, AZ. The ideal candidate will be responsible for designing, developing, and maintaining nCino solutions on the Salesforce platform for our financial services clients. You...
-
Salesforce Consultant
4 weeks ago
phoenix, United States Trinity Technology Solutions LLC Full timePosition: nCino Developer / Salesforce ConsultantDuration: Long Term ContractLocation: Phoenix, AZJob Summary:We are seeking a highly skilled nCino Developer to join our team in Phoenix, AZ. The ideal candidate will be responsible for designing, developing, and maintaining nCino solutions on the Salesforce platform for our financial services clients. You...
-
Salesforce Consultant
1 month ago
phoenix, United States Trinity Technology Solutions LLC Full timePosition: nCino Developer / Salesforce ConsultantDuration: Long Term ContractLocation: Phoenix, AZJob Summary:We are seeking a highly skilled nCino Developer to join our team in Phoenix, AZ. The ideal candidate will be responsible for designing, developing, and maintaining nCino solutions on the Salesforce platform for our financial services clients. You...
-
Treasury Accounting Consultant
4 weeks ago
Phoenix, United States Virtual Full timeVaco has partnered with a healthcare organization that is seeking a Treasury Accounting Consultant to assist with setup and management of banking relationships as they acquire new practices. This project requires someone who has experience with managing banking relationships and can handle project management tasks. All work must be completed in their...
-
Bank Treasury Management Officer
2 months ago
phoenix, United States Integro Bank Full timeJOB TITLE: Treasury Management Officer (TMO)REPORTS TO: EVP, Chief Innovation Officer CLASSIFICATION: ExemptLOCATION: Phoenix, Arizona HQ...
-
Bank Treasury Management Officer
2 months ago
Phoenix, United States Integro Bank Full timeJOB TITLE: Treasury Management Officer (TMO)REPORTS TO: EVP, Chief Innovation Officer CLASSIFICATION: ExemptLOCATION: Phoenix, Arizona HQ...
-
Bank Treasury Management Officer
1 month ago
phoenix, United States Integro Bank Full timeJOB TITLE: Treasury Management Officer (TMO)REPORTS TO: EVP, Chief Innovation Officer CLASSIFICATION: ExemptLOCATION: Phoenix, Arizona HQ...
-
Bank Treasury Management Officer
2 months ago
Phoenix, United States Integro Bank Full timeJOB TITLE: Treasury Management Officer (TMO)REPORTS TO: EVP, Chief Innovation Officer CLASSIFICATION: ExemptLOCATION: Phoenix, Arizona HQ...
-
Branch Manager
2 months ago
Phoenix, United States Arizona Federal Credit Union Full timeJob Summary Overview The position is responsible for overall accountability for branch loan production, sales results, member satisfaction, business services expertise, membership growth, deposit goals and employee engagement results. Essential Job Functions •Responsible for overall sales driver of the branch. Coaches and holds accountability for...
-
Client Services Representative II 2nd shift
2 months ago
Phoenix, United States The Bank of America Corporation Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Representative, 2nd Shift, Solutions Advisor, Client, Retail, Banking
-
Client Services Representative II 1st shift
2 months ago
Phoenix, United States The Bank of America Corporation Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Representative, 1st Shift, Solutions Advisor, Client, Retail, Banking
-
Commercial Banker II
2 weeks ago
phoenix, United States CrossFirst Bank Full timeWith over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing and best...
-
Senior Director Branch Development
4 weeks ago
Phoenix, United States Bookman Consulting Full timeOur client is a growing Food/Bev Manufacturing and Distribution Company who’s looking to hire a talented Senior Director of Branch Development. This is an ON-SITE role that can be located at one of their facilities in the Phoenix, Vegas, Dallas, or Sacramento areas, and will require extensive travel throughout the western region. This is a fun, stable, and...
-
Senior Director Branch Development
4 weeks ago
phoenix, United States Bookman Consulting Full timeOur client is a growing Food/Bev Manufacturing and Distribution Company who’s looking to hire a talented Senior Director of Branch Development. This is an ON-SITE role that can be located at one of their facilities in the Phoenix, Vegas, Dallas, or Sacramento areas, and will require extensive travel throughout the western region. This is a fun, stable, and...