Branch Banking Client Consultant I
$35,360–$46,904 year
On-siteBrooklyn, New York, United States
Job Summary
Welcome clients, perform teller functions, and execute financial transactions accurately to support their goals. Identify client needs, deliver introductions to appropriate team members, and actively pursue growth targets through client education and sales initiatives. Resolve account questions, problems, and complaints by researching and communicating effective solutions while adhering to all bank policies, procedures, and regulatory requirements. Maintain operational accuracy, strive for zero preventable losses, and complete required compliance trainings. Balance daily transaction execution with timely problem resolution to ensure a trusted branch experience.
Required Qualifications
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
- Less than 2 years of customer service and sales experience
Desired Qualifications
- Experience in Financial Services Industry
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