Client Relationship Consultant II
2 weeks ago
Client Relationship Consultant II - Float
Job Summary
The Client Relationship Consultant II - Float is responsible for traveling between designated branches to deliver exceptional, timely, and professional financial services to clients.
This role emphasizes client management and retention, while also facilitating introductions to key financial partners (such as Mortgage and Business Banking) to ensure clients have access to specialists who can assist them in reaching their financial objectives.
This position will engage in more significant lending and basic investment discussions, participating in intricate banking dialogues with clients.
Compensation Range:
$28.69
Key Responsibilities:
Sales Performance:
Contribute to team efforts aimed at achieving growth targets in financial metrics (such as deposits, loans, and non-interest income) and primary client acquisition.
Proactively identify and connect clients with the appropriate team member(s) to meet growth objectives and implement successful sales strategies.
Client Experience:
Ensure a positive client experience by addressing account inquiries, issues, and complaints promptly and effectively. Provide client engagement and education.
Achieve behavioral activity targets as established by Retail Leadership, which may include NextGen initiatives and marketing campaign follow-ups, as well as setting and completing weekly appointments.
Risk Management:
Accurately and compliantly execute all sales, service, and banking transactions. Aim for zero controllable losses.
Undertake moderately complex special projects and additional responsibilities as needed.
Consistently comply with regulatory and compliance policies and standards relevant to the role, completing necessary compliance training. Adhere to applicable federal, state, and local laws and regulations.
Job Requirements:
High School diploma or equivalent (GED, HiSET, TASC) is required.
- Minimum of 5 years of customer service and sales experience, particularly in the financial services sector, is required.
Ability to train and mentor others on products and platform procedures is essential.
Experience in the financial services industry is preferred.
Familiarity with digital products and self-service technologies is advantageous.
-
Client Banking Consultant II
2 weeks ago
Newark, New Jersey, United States CFA Institute Full timePosition TitleClient Banking Consultant II - FloatJob SummaryThe Client Banking Consultant II - Float is responsible for traveling between designated branches to deliver exceptional, timely, and professional financial services to clients. This role emphasizes client management and retention, while also facilitating introductions to essential bank partners...
-
Client Banking Consultant II
2 weeks ago
Newark, New Jersey, United States CFA Institute Full timePosition TitleClient Banking Consultant II - FloatJob SummaryThe Client Banking Consultant II - Float is responsible for traveling between designated branches to deliver exceptional, timely, and professional financial services to clients. This role emphasizes client management and retention, as well as connecting clients with essential bank partners (such as...
-
Financial Services Consultant II
2 weeks ago
Newark, New Jersey, United States Flagstar Bank Full timePosition Title Branch Banking Client Consultant II - Float Location Not Specified Job Summary The Branch Banking Client Consultant II - Float is responsible for traveling between designated branches to deliver exceptional, timely, and professional financial services to customers. This role emphasizes providing a premier client experience by addressing...
-
Branch Client Advisor II
2 weeks ago
Newark, New Jersey, United States Flagstar Bank Full timePosition Title Branch Banking Client Consultant II - Float Location Various Branch Locations Job Summary The Branch Banking Client Consultant II - Float is responsible for traveling between designated branches to deliver exceptional, timely, and professional financial services to our clients. This role emphasizes providing a superior client experience by...
-
Client Services Associate II
2 weeks ago
Newark, New Jersey, United States Biogensys Full timePosition OverviewWe are seeking a Client Services Associate II to join our team at Biogensys.Role Responsibilities:Work under the guidance of a supervisory official within a state department or agency or a local jurisdiction.Execute technical tasks in providing information and support while reviewing and validating routine data.Perform additional related...
-
Customer Relationship Manager
2 weeks ago
Newark, New Jersey, United States Snap Finance Full timeAre you seeking a vibrant, dynamic environment that prioritizes customer satisfaction and empowers its team members? Snap Finance stands as a prominent leader in the financial services sector, with our team members being the cornerstone of our achievements. We understand that content, empowered, and engaged team members are crucial for fostering innovation...
-
Investment Consultant Relations Specialist
6 days ago
Newark, New Jersey, United States PGIM Full timeAbout PGIM Quantitative Solutions GroupPGIM Quantitative Solutions is a leading provider of quantitative, multi-asset, and liquid alternatives solutions. With over 45 years of experience, we have helped investors around the world solve their unique needs by leveraging the power of technology and data, as well as advanced academic research.We manage...
-
Residential Sales Consultant
2 weeks ago
Newark, New Jersey, United States Careerbuilder-US Full timeJoin Our Team as a Residential Sales ConsultantA remarkable opportunity awaits you to become a part of our esteemed moving and relocation services team. We are seeking a dedicated Residential Sales Consultant who will be instrumental in enhancing our customer experience in the moving sector.Key Responsibilities:Prepare comprehensive estimates for both local...
-
**Head of BPO Client Management
4 days ago
Newark, New Jersey, United States Broadridge Full timeAbout the Role:The Head of BPO Client Management & Transformation plays a critical role in delivering a best-in-class service organization to internal and external stakeholders. In this position, you will be responsible for leading dynamic global teams focused on client relationship management, digital transformation, and data solutions.Key...
-
Lead Clinical Consultant
2 weeks ago
Newark, New Jersey, United States Accordance Search Group Full timeOverview:We are seeking a Clinical Consultant for a prominent global medical device organization, focusing on their Interventional Cardiology product line.Key Responsibilities:Act as the primary technical authority and product specialist, providing support during medical procedures in hospital environments.Engage with Interventional Cardiologists and...
-
Lead Clinical Consultant
2 weeks ago
Newark, New Jersey, United States Accordance Search Group Full timeOverview: This Clinical Consultant position is with a prominent global medical device organization, focusing on their Interventional Cardiology product line. Key Responsibilities: Act as the primary technical authority and product specialist during medical procedures within healthcare facilities.Engage with Interventional Cardiologists and hospital teams to...
-
AEM Content Strategy Consultant
2 weeks ago
Newark, New Jersey, United States Tekfortune Inc Full timeTekfortune Inc is a dynamic consulting organization focused on providing permanent, contract, and project-based staffing solutions for leading enterprises across various sectors. In today’s rapidly evolving economic environment, remote recruiting and virtual work are essential for the future workforce. Our staffing specialists are dedicated to helping you...
-
Office Coordinator II
2 weeks ago
Newark, New Jersey, United States Biogensys Full timePosition OverviewWe are seeking an Office Coordinator II to join our team at Biogensys.Key Responsibilities:Conduct thorough evaluations of licensing submissions in accordance with state regulations.Perform initial assessments to ensure application completeness, manage invoicing, and maintain accurate licensing records.Offer administrative assistance to...
-
Utility Rate Consultant
2 weeks ago
Newark, New Jersey, United States Source One Technical Solutions Full timeCompany Overview: Source One Technical Solutions is a leading consulting firm dedicated to providing expert services to major utilities.Position Title: Cost Engineer (Contractor)Contract Duration: Initial term of 12 months with potential for extension.Compensation: $45/hr (W-2)Work Schedule: 40 hours per week, Monday to Friday.Role Summary: The Cost Engineer...
-
Senior Geotechnical Consultant
2 weeks ago
Newark, New Jersey, United States Liberty Personnel Services, Inc. Full timeJoin a Leading Engineering Firm!Our client, a distinguished engineering company, is actively seeking a Senior Geotechnical Consultant to enhance their team due to expanding project demands.Position Overview:This is a full-time, permanent role offering exceptional benefits, including 401k and paid time off.Key Responsibilities:- Conduct comprehensive...
-
Vehicle Rental Consultant
3 days ago
Newark, New Jersey, United States Sixt Full timeJob Description SIXT is seeking a Vehicle Rental Consultant to deliver outstanding customer service. The consultant will assess the customer's rental requirements and aim to upgrade them to a more premium vehicle along with additional services that will enhance their overall experience. Each day will present new challenges and excitement for the right...
-
Vehicle Rental Consultant
2 days ago
Newark, New Jersey, United States Sixt Full timeJob Description SIXT is seeking a Vehicle Rental Consultant to deliver outstanding customer service. The consultant will assess the customer's rental requirements and aim to upgrade them to a more premium vehicle along with additional services that will enhance their overall experience. Each day will present new challenges and excitement for the right...
-
Newark, New Jersey, United States University of Delaware Full timeJob SummaryWe are seeking a highly motivated and experienced professional to serve as an Extension Agent II, 4-H Afterschool Program Director at the University of Delaware. This is a grant-funded position that requires a strong background in youth development, program management, and community engagement.Key ResponsibilitiesCoordinate and implement 4-H...
-
Client Relations Specialist
2 weeks ago
Newark, New Jersey, United States Papé Group Full timePosition Title: Customer Service AdvisorJob Category: SalesOverview:Papé Group - Construction & Forestry DivisionRole Summary:The Customer Service Advisor is responsible for delivering exceptional after-sales support for the parts and service departments. This role requires strong business acumen and relationship management skills at the territory level....
-
Senior Oracle PPM Consultant
1 week ago
Newark, New Jersey, United States Rishabh RPO Full timeJob OverviewPosition: Oracle PPM SpecialistLocation: HybridContract Duration: 6 months+Role SummaryAs an Oracle PPM Specialist, you will leverage your extensive experience in Oracle ERP Cloud to guide and support businesses in the implementation of Oracle Project Portfolio Management solutions. Your expertise will be crucial in optimizing project management...