Branch Banking Client Advisor I
2 weeks ago
Position Title
Client Banking Consultant I - MobileJob Location
Not specifiedJob Overview
The Client Banking Consultant I - Mobile is responsible for providing exceptional financial services across various branches. This role involves engaging with clients to deliver high-quality service, ensuring their financial needs are met efficiently and professionally. The consultant will perform financial transactions accurately while upholding operational standards and supporting the branch's objectives.Compensation Range: Competitive based on experience
Key Responsibilities:
Sales Objectives: Collaborate with the team to achieve financial growth targets, including deposits and loans. Proactively connect clients with the appropriate team members to enhance client acquisition and sales initiatives. Client Engagement: Ensure a positive client experience by addressing account inquiries and resolving issues promptly. Deliver educational resources and meet engagement goals as outlined by leadership. Operational Excellence: Execute daily financial transactions with precision, aiming for zero preventable losses. Adhere to all relevant bank policies and regulations. Participate in special projects and additional responsibilities as needed. Maintain compliance with all applicable laws and regulations, completing necessary training in a timely manner.Qualifications:
High School Diploma or equivalent required. 0 – 3 years of experience in customer service and sales preferred. Background in the financial services sector is advantageous.-
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