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Client Relationship Consultant
2 months ago
The Branch Banking Client Consultant II is dedicated to delivering an exceptional client experience by addressing inquiries and providing comprehensive product information tailored to the financial needs of our clients. This role emphasizes client management, retention, and facilitating introductions to essential bank partners (such as Mortgage and Business Banking) to ensure clients receive expert guidance in achieving their financial objectives.
This position involves more advanced lending and investment interactions, allowing for participation in intricate banking discussions with clients. Compensation: $28.69 per hour.
Key Responsibilities:
- Sales Performance: Collaborate with the team to meet growth targets in financial metrics (including deposits, loans, and non-interest income) and client acquisition. Proactively identify and connect clients with the appropriate team members to drive growth and implement successful sales strategies.
- Client Experience: Ensure a positive client experience by addressing account inquiries, resolving issues, and providing timely and effective communication. Engage clients through education and meet behavioral activity goals set by Retail Leadership, which may include lead calling, appointment setting, and fulfilling client needs.
- Risk Management: Accurately and compliantly execute all sales, service, and banking transactions, striving for zero controllable losses.
- Undertake moderately complex special projects and additional responsibilities as required.
- Adhere consistently to regulatory and compliance policies and standards relevant to the role, completing all required compliance training and maintaining compliance with applicable laws and regulations.
Qualifications:
- High School diploma or equivalent (GED, HiSET, TASC) is required.
- 4 to 5 years of customer service and sales experience, preferably in the financial services sector.
- National Mortgage Licensing System (NMLS) registration is preferred but can be obtained post-employment.
- Ability to train and mentor colleagues on products and platform procedures.
- Experience in the financial services industry is preferred.
- Familiarity with digital products and self-service technologies is preferred.