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Financial Services Advisor

2 months ago

Canton, Ohio, United States New York Community Bank Full time

Client Relationship Banker II - Licensed

The Client Relationship Banker II - Licensed is dedicated to delivering outstanding client service by resolving issues and providing comprehensive product insights to fulfill clients' financial requirements. This position emphasizes client engagement, retention, and referrals to essential banking partners, including Mortgage and Business Banking. The role entails more sophisticated lending and investment interactions, along with involvement in intricate banking dialogues with clients.

Key Responsibilities:

  • Sales Achievement: Contribute to team efforts aimed at reaching growth objectives in financial performance and primary client acquisition. Facilitate introductions between clients and team members to effectively drive sales initiatives.
  • Client Satisfaction: Assist clients with account inquiries, concerns, and complaints to ensure a positive experience. Meet activity benchmarks established by Retail Leadership, including appointment scheduling, completion, and needs evaluation.
  • Compliance and Risk Management: Execute all transactions accurately and in accordance with regulations to mitigate losses.
  • Engage in complex projects and additional responsibilities as required. Comply with regulatory and compliance standards.
  • Meet sales and referral targets through quality discussions and recommendations that align with clients' financial goals. Offer tailored financial guidance through both phone and in-person consultations.

Qualifications:

  • Education: High School diploma or equivalent
  • Experience: 4-5 years in customer service and sales, ideally within the financial services sector
  • Licenses: National Mortgage Licensing System (NMLS), Life and Health Insurance, FINRA SIE, Series 6, and Series 63 or 66
  • Capability to train and mentor colleagues in products and procedures
  • Preferred experience in financial services and digital offerings