Client Banking Consultant II

2 weeks ago


Newark, New Jersey, United States CFA Institute Full time
Position Title
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.
May require National Mortgage Licensing System (NMLS) registration as per the S.A.F.E. Act of 2008 and Regulation Z, which can be obtained post-hire.
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.

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