Branch Banking Client Consultant II
$35,610–$56,098 year
On-siteCoral Springs, Florida, United States
Job Summary
Branch Banking Client Consultant II in Coral Springs, FL focuses on delivering best-in-class client experience through resolving concerns and providing product details to meet clients’ financial needs. Responsibilities include driving sales performance to achieve growth targets, identifying appropriate lender and partner referrals, handling account questions, and ensuring compliant, accurate banking transactions. The role involves complex banking conversations including lending and basic investment interactions, supporting behavioral activity goals, and maintaining strong client relationships while adhering to regulatory standards.
Required Qualifications
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
- Minimum experience required: 4 – 5 years customer service and sales experience, including in the financial services industry
- Ability to train and mentor others, including products and platform procedures
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.