Branch Banking
4 weeks ago
Position Title
Branch Banking - Client Consultant II
Location
Coral Springs - 633 (Coral Springs, FL)
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.
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. 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 with using and demonstrating digital products and self-service technologies, preferred
#J-18808-Ljbffr
We have other current jobs related to this field that you can find below
-
Assistant Branch Service Manager
1 month ago
Newport Beach, United States Sumitomo Mitsui Banking Corp Full timeJOB SUMMARY: Assists the Branch Service Manager (BSM) in providing the operational, control and service delivery functions performed in assigned branch location in support of the Regions and Areas located in the office. Will function as BSM in their absence. May also coordinate with centralized processing and other service departments to insure timely...
-
Branch Banking
3 weeks ago
Deerfield Beach, United States Flagstar Bank Full timeThe Branch Banking Assistant Leader drives branch revenue growth, operational integrity, and client experience excellence, with a focus on reputational success in the community. Business Performance Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income). Actively seek...
-
Branch Banking
4 weeks ago
Deerfield Beach, United States Flagstar Bank Full timeThe Branch Banking Assistant Leader drives branch revenue growth, operational integrity, and client experience excellence, with a focus on reputational success in the community. Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income). Actively...
-
TRUSTCO BANK Assistant Branch Manager I
2 months ago
Vero Beach, United States Hispanic Chamber of Commerce of Metro Orlando Full time**Job Details** **Banking** TRUSTCO BANK Assistant Branch Manager I - Vero Beach Orlando, FL Posted: 6/24/2021 Job Description Job ID#: 198 Job Category: Banking The Assistant Branch Manager supports the branch manager by overseeing the efficient operation of the branch to ensure all operational functions are completely and properly performed by the staff...
-
TRUSTCO BANK Assistant Branch Manager I
4 weeks ago
Vero Beach, United States Hispanic Chamber of Commerce of Metro Orlando Full time**Job Details** **Banking** TRUSTCO BANK Assistant Branch Manager I - Vero Beach Orlando, FL Posted: 6/24/2021 Job Description Job ID#: 198 Job Category: Banking The Assistant Branch Manager supports the branch manager by overseeing the efficient operation of the branch to ensure all operational functions are completely and properly performed by the staff...
-
Banking Associate
2 weeks ago
Pompano Beach, Florida, United States TD Bank Group Full timeWork Location: Coconut Creek, Florida Hours: 20 Pay Details: $ $27.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon candidate's...
-
Branch Banking
4 weeks ago
Boynton Beach, United States Flagstar Bank Full timePosition Title Branch Banking - Client Consultant II - Licensed Location Boynton Beach - 648 (Boynton Beach, FL) Job Summary 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...
-
Branch Banking
4 weeks ago
Boynton Beach, United States Flagstar Bank Full timePosition Title Branch Banking - Client Consultant II - Licensed Location Boynton Beach - 648 (Boynton Beach, FL) Job Summary 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...
-
Branch Manager
3 weeks ago
Miami Beach, United States Regions Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...
-
Branch Banking
5 days ago
Miami Beach, United States Flagstar Bank, N.A. Full timePosition Title Branch Banking - Client Consultant II - Bilingual English/SpanishLocation Miami Beach/447 Arthur Godfrey Road/110639Job 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...
-
Branch Manager
2 weeks ago
Colonial Beach, Virginia, United States The Ladders Full timePosition Description This position provides leadership and management for a branch team ensuring profitability, growth, and sound operation. This position is responsible for driving branch teammates to provide a best in class client experience while assisting new and existing clients through needs-based conversation and providing appropriate solutions to...
-
Branch Manager
3 days ago
Palm Beach, United States Raymond James Financial Services Full timeIn conjunction with a Complex Manager, is responsible for overall efficiency and management of a Raymond James and Associates retail branch office. Manages the compliance oversight, ensuring adherence to firm and regulatory policies and procedures. E Branch Manager, Manager, Financial Planning, Branch Associate, Banking
-
Bank Operations Services Supervisor
2 weeks ago
Solana Beach, California, United States First Citizens Full timeOverview Are you a people person? Be a First Citizens person. Join our branch team and make a difference.As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. Processes teller transactions and other customer service requests....
-
Assistant Branch Manager I
1 month ago
Virginia Beach, United States Dollar Bank Full timeBecome a part of the diverse, service-oriented team that is Dollar Bank, the nation's largest mutual bank. We are committed to being an inclusive community bank that invests in our customers, empowers our employees, and strengthens our communities. The Assistant Branch Manager works to achieve a large part of this mission by providing exceptional customer...
-
Branch Banking
3 weeks ago
Deerfield Beach, United States New York Community Bank Full timeJob SummaryThe 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...
-
Retail Banking Specialist
4 weeks ago
Newport Beach, United States First Bank Full timePosition Details - 30 hour work weekBanking Specialist IIThis position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain...
-
Retail Banking Specialist
4 weeks ago
Newport Beach, United States First Bank Full timePosition Details - 30 hour work weekBanking Specialist IIThis position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain...
-
Retail Banking Specialist
4 weeks ago
Newport Beach, United States First Bank Full timePosition Details - 30 hour work weekBanking Specialist IIThis position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain...
-
Retail Banking Specialist
4 weeks ago
Newport Beach, United States First Bank Full timePosition Details - 30 hour work weekBanking Specialist IIThis position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain...
-
Branch Manager
2 weeks ago
Daytona Beach, United States Gordon Food Service Full timeLocation: 1 North Main Street - Cortland, New York 13045 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and...
