Current jobs related to Client Banking Consultant I - Jackson, Mississippi - CFA Institute


  • Jackson, Mississippi, United States Flagstar Bank Full time

    Job SummaryA Senior Small Business Banking Consultant is responsible for meeting the needs of Small Business clients in the Consumer Bank. This involves a team approach, working directly with clients, branch bankers, underwriters, and product specialists through telephone contact.Key ResponsibilitiesManage and grow Small Business client relationships,...


  • Jackson, Mississippi, United States City National Bank Full time

    About the OpportunityThe External Loan Officer, Mortgage Banking role is responsible for originating residential mortgage loans by developing business relationships with real estate professionals, builders, and other potential referral sources. This role involves working outside of the office to generate leads and establish a network of clients. The loan...

  • VP, Banking Director

    1 month ago


    Jackson, Mississippi, United States First Western Full time

    Job Title: VP, Banking ManagerWe are seeking a highly skilled and experienced VP, Banking Manager to join our team at First Western. As a key member of our banking team, you will play a vital role in helping high-net-worth clients achieve their financial goals.Key Responsibilities:Manage and direct the work of the local Private Banking team members, ensuring...


  • Jackson, Mississippi, United States First Western Full time

    Job OverviewFirst Western is seeking a seasoned banking professional to lead our Private Banking team. As a VP of Deposit Management, you will be responsible for managing and directing the work of local Private Banking team members, ensuring client segment service standards, and managing office coverage and time off requests.Key ResponsibilitiesManage new...


  • Jackson, Mississippi, United States Flagstar Bank Full time

    Job Summary:A Branch Banking Leader at Flagstar Bank is responsible for coaching a high-performing branch team to meet and exceed performance targets. This role involves teaching, training, and modeling sales behaviors while ensuring operational excellence.Key Responsibilities:Business Performance: Drive market growth of primary client relationships and...

  • Bank Clerk

    4 weeks ago


    Jackson, Mississippi, United States Quality Talent Group Full time

    About the JobWe are seeking a skilled Teller to join our Consumer, Small & Business Banking division. As a Teller, you will play a vital role in providing exceptional customer service and supporting the financial needs of our clients.Key Responsibilities:Process customer transactions and provide digital solutions to meet their financial needs.Complete...

  • Bank Clerk Position

    4 weeks ago


    Jackson, Mississippi, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly skilled and motivated Bank Clerk to join our team. As a Bank Clerk, you will be responsible for providing exceptional customer service and support to our clients. You will work closely with our team to ensure that our clients receive the best possible service and support.Key ResponsibilitiesProvide exceptional customer...


  • Jackson, Mississippi, United States gpac Full time

    Job Title: Commercial Relationship ManagerGPAC is seeking an experienced Commercial Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and maintaining new business relationships with commercial clients, while providing exceptional customer service and support.Responsibilities:Identify...


  • Jackson, Mississippi, United States Solar Alternatives Full time

    Solar Energy ConsultantSolar Alternatives, a leading renewable energy company in Louisiana, is seeking an experienced sales consultant to join our team. As a Solar Energy Consultant, you will be responsible for selling residential and commercial solar energy solutions to clients in North Louisiana and Mississippi.Key Responsibilities:Sell residential and...


  • Jackson, Mississippi, United States gpac Full time

    Job Title: Commercial Relationship ManagerGPAC, an award-winning search firm, is seeking an experienced Commercial Relationship Manager to join our team.About the Role:We are looking for a seasoned Commercial Relationship Manager to develop and maintain strong relationships with commercial banking clients. The ideal candidate will have a strong background in...


  • Jackson, Mississippi, United States First Horizon Bank Full time

    Job Summary The Wealth Management Client Coordinator will play a key role in supporting our advisors through a comprehensive service platform. This position involves assisting in achieving sales revenue by building relationships with clients, managing referral sources, and utilizing technical and interpersonal skills. The Client Coordinator will also be...


  • Jackson, Mississippi, United States Solar Alternatives Full time

    Unlock Your Potential as a Solar Energy ConsultantSolar Alternatives, a leading renewable energy company in Louisiana, is seeking an experienced sales consultant to join our team. As a Solar Energy Consultant, you will play a crucial role in promoting our clean energy solutions to residential and commercial clients in North Louisiana and Mississippi.Key...


  • Jackson, Mississippi, United States gpac Full time

    Job Title: Commercial Relationship ManagerJob Summary:We are seeking an experienced Commercial Relationship Manager to join our team at GPAC. As a key member of our commercial lending team, you will be responsible for developing and maintaining new business relationships with commercial clients, while also providing exceptional customer service and...


  • Jackson, Mississippi, United States NCR Voyix Full time

    About NCR VoyixNCR Voyix is a leading global provider of digital commerce solutions for the retail, restaurant, and banking industries. With a rich history of innovation, we've been at the forefront of problem-solving through technology. Our solutions optimize banking operations, streamline restaurant services, enhance retail interactions, and foster trust...


  • Jackson, Mississippi, United States Fifth Third Full time

    Financial Center Manager I Bench Job DescriptionFifth Third Bank is seeking a highly skilled and motivated Financial Center Manager I Bench to join our team. As a key member of our leadership team, you will be responsible for leading a team of banking professionals and driving business growth through exceptional customer service and sales.Key...


  • Jackson, Mississippi, United States Solar Alternatives Full time

    {"h1": "Solar Energy Consultant Job Description", "h2": "Job Summary", "p": "We are seeking an experienced sales consultant and one-call closer to join our team at Solar Alternatives, a leading renewable energy company in Louisiana. As a Solar Energy Consultant, you will be responsible for selling residential and commercial solar energy solutions to clients...


  • Jackson, Mississippi, United States First Horizon Bank Full time

    Job SummaryThe Wealth Management Client Coordinator will be actively involved in supporting advisors through a full-service platform. This role assists in achieving sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Coordinator helps gauge and enhance client satisfaction and...


  • Jackson, Mississippi, United States Fifth Third Full time

    Financial Center Manager I Bench RoleWe are seeking a highly skilled and experienced Financial Center Manager to join our team at Fifth Third Bank. As a key member of our leadership team, you will be responsible for leading and developing a team of banking professionals to deliver exceptional customer service and drive business growth.Key...

  • Tanning Consultant

    1 month ago


    Jackson, Mississippi, United States Sun Tan City Full time

    Job SummaryWe are seeking a highly motivated and enthusiastic Tanning Consultant to join our team at Sun Tan City. As a Tanning Consultant, you will be responsible for providing exceptional customer service, making product recommendations, and maintaining a clean and welcoming environment for our clients.Key ResponsibilitiesProvide excellent customer service...

  • Psychologist I

    4 weeks ago


    Jackson, Mississippi, United States State of Mississippi Full time

    About the PositionThe State of Mississippi is seeking a highly skilled and dedicated Pyschologist I to join our team. As a key member of our Behavioral Health department, you will be responsible for providing advanced clinical and behavioral services to our clients.Key ResponsibilitiesAssess behavioral health concerns and develop treatment plansProvide...

Client Banking Consultant I

2 months ago


Jackson, Mississippi, United States CFA Institute Full time
Position Title
Client Banking Consultant I - Float

Job Summary

A Client Banking Consultant I - Float is responsible for traveling between designated branches to deliver high-quality, prompt, and professional financial services to clients.

This role involves engaging with customers, ensuring they receive exceptional service as they enter the branches, and assisting them in achieving their financial objectives.

The consultant will accurately and efficiently process financial transactions while upholding operational standards and supporting the team in reaching branch performance goals.


Key Responsibilities:

Sales Performance:

Contribute to team efforts aimed at achieving growth targets in financial performance, including deposits, loans, and non-interest income, while facilitating primary client acquisition.

Proactively identify and connect clients with the appropriate team members to meet growth objectives and implement successful sales strategies.


Client Experience:

Ensure a positive client experience by addressing account inquiries, resolving issues, and handling complaints through effective research and communication.

Deliver client engagement and education, and meet behavioral activity goals as outlined by Retail Leadership, including referrals.


Management:

Accurately and promptly process daily financial transactions, aiming for zero controllable preventable losses.

Understand and comply with all relevant bank policies and regulations, while undertaking special projects and additional responsibilities as needed.

Consistently adhere to regulatory and compliance standards associated with the role and complete all required compliance training.

Maintain accountability for compliance with applicable federal, state, and local 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.
Experience in the financial services sector is preferred.

#J-18808-Ljbffr