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Financial Services Consultant I
2 months ago
Position Title
Client Banking Consultant I - FloatJob Summary
The Client Banking Consultant I - Float is responsible for traveling between designated branches to deliver exceptional financial services to clients. This role involves engaging with customers, ensuring they receive prompt and professional assistance to achieve their financial objectives. The consultant will accurately and efficiently process financial transactions while upholding operational standards and supporting the branch in reaching its performance goals.Pay Range: $25.50
Key Responsibilities:
Sales Performance: Collaborate with the team to meet growth targets in financial metrics such as deposits, loans, and non-interest income. Proactively connect clients with the appropriate team members to facilitate successful sales initiatives. Client Experience: Ensure a positive client experience by addressing account inquiries, resolving issues, and providing timely communication. Strive to meet behavioral activity goals as set by Retail Leadership, including referrals. Management: Execute daily financial transactions accurately, aiming for zero controllable losses. Adhere to all relevant bank policies and regulations. Participate in special projects and undertake additional responsibilities as needed. Maintain compliance with all applicable federal, state, and local laws and regulations, completing required compliance training.Job Requirements:
High School Diploma or equivalent (GED, HiSET, TASC) required. 0 – 3 years of experience in customer service and sales is required. Experience in the financial services sector is preferred.