Branch Banking Client Consultant II
$35,610–$56,098 year
On-site · Staten Island, New York, United States
Job Summary
Branch Banking Client Consultant II in Staten Island, NY focused on resolving client concerns and providing product details to meet clients' financial goals. Responsibilities include sales targeting, client introductions to mortgage and business banking partners, delivering a positive client experience, managing deposits/loans, and maintaining regulatory compliance. Requires experience in financial services, strong relationship-building and problem-solving skills, and the ability to train/mentor others; NMLS registration is required. The role involves moderately complex projects, education delivery to clients, and contributing to growth in deposits, loans, and non-interest income.
Required Qualifications
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
- 4–5 years customer service and sales experience in the financial services industry
- NMLS registration under the SAFE Act of 2008 (can be completed after job entry)
- Ability to train and mentor others, including products and platform procedures
- Experience with using and demonstrating digital products and self-service technologies
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