Retail Banking Client Advisor I
1 week ago
Position Title
Client Banking Consultant IJob Summary
A Client Banking Consultant I is responsible for delivering exceptional financial services to customers. This role involves engaging with clients, providing them with the necessary support to achieve their financial objectives. The consultant will accurately and efficiently process financial transactions while ensuring compliance with operational standards and assisting the team in reaching branch performance targets.Key Responsibilities: Sales Contribution: Assist the team in achieving financial growth objectives through outstanding deposits, loans, and non-interest income. Proactively connect clients with the appropriate team members to facilitate successful sales initiatives. Client Engagement: Ensure a positive client experience by addressing account inquiries, resolving issues, and delivering timely solutions. Promote client education and meet activity goals as set by Retail Leadership, including referrals. Operational Excellence: Execute daily financial transactions with accuracy, aiming for zero preventable losses. Comply with all relevant bank policies and regulations. Participate in special projects and undertake additional responsibilities as needed. Adhere to regulatory and compliance standards related to the role, completing all required training to maintain compliance with applicable laws and regulations.
Job Requirements:
High School Diploma or equivalent (GED, HiSET, TASC) is required. 0 – 3 years of experience in customer service and sales is required. Previous experience in the financial services sector is preferred.-
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