Branch Banking - Client Consultant II-Licensed
Core
Resolve client concerns, provide product details, and manage client retention while introducing clients to key bank partners for mortgage and business banking needs.
Role type
Licensed branch banking client consultant
Builds
Financial products and services for retail clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client relationship management, sales performance, regulatory compliance, risk management, financial product knowledge, client education, team collaboration
Preferred skills
Financial services industry experience, digital product demonstration
Technologies
Digital banking platforms, self-service technologies
Responsibilities
Achieve growth targets in deposits, loans, and non-interest income; resolve account questions and complaints; execute compliant sales and banking transactions; mentor others on products and procedures.
Seniority
Mid-level, licensed professional