Branch Banking Client Consultant II - Float - Harrison, NJ
$35,360–$52,125 year
On-site · Newark, New Jersey, United States or Roseland, New Jersey, United States
Job Summary
Branch Banking-Client Consultant II-Float travels between assigned branches to provide customers with high quality, prompt, and professional financial services. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure clients have access to experts who can help them achieve their financial goals. Role includes more lending and basic investment interactions and participation in more complex banking conversations with clients. Responsible for sales performance, client experience, and risk management through compliant transactions; may perform moderately complex special projects and must adhere to regulatory and compliance standards.
Required Qualifications
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
- Minimum experience: 4 – 5 years customer service and sales experience, including in the financial services industry
- May require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.
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