Client Banking Consultant II
2 weeks ago
Client Banking Consultant II - Float
Job Summary
The 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 Mortgage and Business Banking) to facilitate access to specialists who can assist them in reaching their financial objectives.
The position will involve increased lending and basic investment interactions, participating in more intricate banking discussions with clients.
Compensation Range:
$28.69
Key Responsibilities:
Sales Performance:
Contribute to team efforts aimed at achieving growth targets in financial performance, including outstanding deposits, loans, and non-interest income, while focusing on primary client acquisition.
Proactively identify and facilitate appropriate client introductions to relevant team members to meet growth objectives and implement successful sales strategies.
Client Experience:
Ensure a positive client experience by addressing account inquiries, issues, and complaints. Resolve challenges promptly and effectively. Provide client engagement and education.
Achieve behavioral activity targets as established by Retail Leadership, which may include NextGen and marketing campaign lead calling, weekly appointments set, and needs addressed.
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 necessary.
Consistently comply with regulatory and compliance policies and standards associated with the role, completing required compliance training and adhering to applicable federal, state, and local laws and regulations.
Job Requirements:
High School Diploma or equivalent (GED, HiSET, TASC) required.
- Minimum of 5 years of customer service and sales experience, preferably in the financial services sector.
Ability to train and mentor colleagues on products and platform procedures is essential.
Experience in the financial services industry is preferred.
Familiarity with digital products and self-service technologies is also preferred.
-
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 Relationship Consultant II
2 weeks ago
Newark, New Jersey, United States CFA Institute Full timePosition TitleClient Relationship Consultant II - FloatJob SummaryThe 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...
-
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...
-
Newark, New Jersey, United States Cennox Full timeJob SummaryCennox is seeking a skilled Preventative Maintenance Bank Vault Technician to join our team in the Newark, NJ area. As a key member of our team, you will be responsible for performing maintenance work on vaults and other bank equipment throughout the region.Key ResponsibilitiesPerform routine maintenance and repairs on vaults and other bank...
-
Newark, New Jersey, United States Cennox Full timeJob Summary:Cennox is seeking a skilled Preventative Maintenance Bank Vault Technician to join our team in the Newark, NJ area. As a key member of our team, you will be responsible for performing maintenance work on vaults and other bank equipment throughout the region.Key Responsibilities:Perform routine maintenance and repairs on vaults and other bank...
-
Alarm System Inspector
6 days ago
Newark, New Jersey, United States Cennox Full timeJob SummaryCennox is seeking a highly skilled Bank Inspector to join our team. As a Bank Inspector, you will be responsible for testing and inspecting Fire Alarm Systems and Burglar Alarm Systems, as well as completing project work related to these systems.Key ResponsibilitiesTest and inspect Fire Alarm Systems to ensure they are functioning properlyTest and...
-
Bank Inspector
6 days ago
Newark, New Jersey, United States Cennox Full timeJob Summary:Cennox is seeking a skilled Bank Inspector to join our team. As a Bank Inspector, you will be responsible for testing and inspecting Fire Alarm Systems and Burglar Alarm Systems, as well as completing project work related to these systems.Key Responsibilities:Test and inspect Fire Alarm Systems to ensure they are functioning properlyTest and...
-
**Head of BPO Client Management
5 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...
-
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...
-
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...
-
Securities Lawyer
4 days ago
Newark, New Jersey, United States destinationone Consulting Full timeJob Descriptiondestinationone Consulting specializes in recruitment across diverse sectors, including Healthcare, Health Tech, Government, Municipalities, Non-Profits, Legal, Public Accounting, Food and more. We are proactively building a data bank for opportunities in these fields.Key Responsibilities:Advise clients on securities law, including public...
-
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...
-
Senior Oracle PPM Consultant
1 week ago
Newark, New Jersey, United States Rishabh RPO Full timeJob OverviewPosition: Oracle PPM SpecialistLocation: RemoteContract Duration: Long-termRole SummaryAs an Oracle PPM Specialist, you will play a pivotal role in guiding organizations through the implementation of Oracle Project Portfolio Management solutions. Your expertise will be crucial in enhancing the management of capital project accounting systems.Key...