Financial Services Consultant
6 days ago
A Branch Banking-Client Consultant III provides customers with high-quality, prompt, and professional financial services. Leveraging extensive knowledge in banking, investments, and lending, they help clients achieve their financial goals. This role requires applicable investment and mortgage licensing, as well as a proven track record in consultative sales. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.
Key Responsibilities- Sales Performance: Support branch growth by achieving targets in financial performance (deposits, loans, and non-interest income).
- Client Experience: Deliver client engagement and education using available tools and systems. Meet behavioral activity goals, including NextGen and marketing campaign lead calling, weekly appointments set, and completed.
- Risk Management: Execute sales, service, and banking transactions accurately and compliantly, striving for no controllable losses.
- Perform special projects requiring a seasoned level of experience and branch process knowledge.
- Additional duties and responsibilities as required.
- Consistently adhere to regulatory and compliance policies and standards linked to the job, completing required compliance trainings.
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required.
- 5+ Years of customer service and sales experience in the financial industry, required.
- May require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.
- Ability to train and mentor others, including products and platform procedures.
- Experience in participating in sales campaigns/promotions.
- Experience with using and demonstrating digital products and self-service technologies.
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