Branch Banking Client Consultant II
$35,610–$56,098 year
On-siteHicksville, New York, United States
Job Summary
Resolve client concerns and provide product details to meet financial needs, focusing on client management, retention, and introducing key partners for mortgage and business banking. Support team growth targets by acquiring clients and delivering introductions to the right team members for successful sales initiatives. Assist with account questions, problems, and complaints while resolving them through research and communication in a timely manner. Execute sales, service, and banking transactions accurately and compliantly, striving for no controllable losses. Meet behavioral activity goals including NextGen and marketing campaign lead calling, weekly appointments set and completed, and needs met. Perform moderately complex special projects and adhere to regulatory and compliance policies by completing required trainings.
Required Qualifications
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
- 4 – 5 years customer service and sales experience
- Ability to train and mentor others, including products and platform procedures
Desired Qualifications
- Experience in financial services industry preferred
- Experience with using and demonstrating digital products and self-service technologies
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