Branch Client Services Consultant I
2 weeks ago
Position Title
Client Banking Consultant IJob Summary
A Client Banking Consultant I delivers exceptional financial services to clients, ensuring a professional and efficient experience. This role involves engaging with customers, providing necessary assistance to help them achieve their financial objectives. The consultant will accurately and promptly process financial transactions while adhering to operational standards, contributing to the overall success of the branch.Key Responsibilities: Sales Performance: Collaborate with the team to meet growth targets in financial performance, including deposits and loans. Proactively identify and connect clients with the appropriate team members to foster successful sales initiatives. Client Experience: Ensure a positive client experience by addressing account inquiries and resolving issues effectively. Engage clients through education and meet activity goals set by Retail Leadership, including referrals. Management: Execute daily financial transactions accurately, aiming for zero preventable losses. Comply with all relevant bank policies and regulations. Participate in special projects and undertake additional responsibilities as required. Adhere to regulatory and compliance standards related to the role, completing necessary training and maintaining compliance with applicable laws.
Job Requirements:
High School diploma or equivalent (GED, HiSET, TASC) required. 0 – 3 years of experience in customer service and sales required. Experience in the financial services sector is preferred.-
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