Licensed Banking Consultant

2 weeks ago


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

Licensed Banking Consultant

The Licensed Banking Consultant plays a crucial role in delivering outstanding client service by addressing inquiries and providing comprehensive product insights to fulfill clients' financial requirements. This position emphasizes client management, retention strategies, and referrals to essential banking partners, including Mortgage and Business Banking. The role encompasses advanced lending and investment interactions, as well as engaging in intricate banking discussions with clients.

Key Responsibilities:

  • Sales Achievement: Collaborate with the team to meet growth objectives in financial performance and primary client acquisition. Facilitate introductions to team members to effectively drive sales initiatives.
  • Client Engagement: Assist clients with account-related inquiries, issues, and concerns to ensure a positive experience. Meet activity targets established by leadership, including setting appointments, completing tasks, and conducting needs assessments.
  • Compliance and Risk Management: Execute all transactions with precision and adherence to regulations to mitigate risks.
  • Manage complex projects and additional responsibilities as required. Comply with regulatory and compliance standards.
  • Achieve sales and referral targets through meaningful conversations 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
  • Proven ability to train and mentor others in products and procedures
  • Preferred experience in financial services and digital offerings


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