Branch Banking Client Consultant II-Licensed
$38,187–$57,574 year
On-site · East Northport, New York, United States
Job Summary
Branch Banking Client Consultant II-Licensed focuses on client management, cross-selling financial products, and coordinating with Mortgage and Business Banking teams to help clients meet their financial goals. The role involves lending and basic investment interactions and participation in more complex banking conversations, with a emphasis on achieving sales targets, delivering excellent client experience, handling questions or complaints, and ensuring regulatory compliance across transactions and activities.
Required Qualifications
- Education level: High School / High School Equivalency (GED, HiSET, TASC) or Foreign Equivalent
- 4 – 5 years customer service and sales experience in financial services
- NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z
- Life and Health Insurance Licenses (required within 90 days in role)
- FINRA SIE (required within 90 days of passing Life/Health exam)
- FINRA Series 6 (required within 90 days of passing SIE)
- FINRA Series 63 or Series 66 (required within 90 days of passing Series 6)
- Strong communication, relationship-building and sales capabilities
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