Branch Banking Client Consultant I - Mission Bay, Boca Raton FL
$35,360–$46,904 year
On-site · Boca Raton, Florida, United States
Job Summary
Branch Banking Client Consultant I in Mission Bay, Boca Raton, FL engages with clients inside a branch, greeting customers and processing financial transactions while maintaining operational standards. Responsible for delivering a positive client experience, answering questions, resolving problems, and assisting clients to meet their financial goals. Supports sales efforts to achieve growth targets, helps with client introductions to the right team members, pursues referrals, and aids in meeting branch goals. Maintains compliance with policies and regulations, completes required trainings, and performs additional duties as needed. Requires 0–3 years of customer service and sales experience; education requirement is High School / GED or foreign equivalent.
Required Qualifications
- Education level required: High School or High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
- Minimum experience required: 0 – 3 years of customer service and sales experience
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.