Branch Client Advisor II
2 weeks ago
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 addressing inquiries and offering detailed information about various financial products tailored to meet our clients' needs. The consultant will focus on client management, retention strategies, and facilitating introductions to essential bank partners (such as Mortgage and Business Banking) to ensure clients have access to the expertise necessary for achieving their financial objectives. This position involves greater lending responsibilities and basic investment interactions, as well as engaging in more intricate banking discussions with clients.
Compensation:
Competitive Pay Range: $28.69
Job Responsibilities:
- Sales Performance: Collaborate with team members to meet growth targets in financial performance, including deposits, loans, and non-interest income. Proactively seek and facilitate client introductions to the appropriate team members to drive growth and implement successful sales initiatives.
- Client Experience: Ensure a positive client experience by addressing account inquiries, resolving issues, and effectively communicating solutions in a timely manner. Deliver client engagement and education, while meeting activity goals set by Retail Leadership, including NextGen initiatives and marketing campaign follow-ups.
- Risk Management: Conduct all sales, service, and banking transactions with accuracy and compliance, striving for zero controllable losses.
- Engage in moderately complex special projects and undertake additional duties as required.
- Consistently adhere to regulatory and compliance policies relevant to the role, completing necessary compliance training and maintaining adherence to applicable federal, state, and local laws and regulations.
- High School Diploma or equivalent (GED, HiSET, TASC) required.
- 4 - 5 years of customer service and sales experience, preferably in the financial services sector.
- National Mortgage Licensing System (NMLS) registration may be required under 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 advantageous.
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