Branch Banking Client Consultant II-Licensed
Core
Licensed branch banking consultant providing financial advice, resolving client concerns, and driving sales of deposits, loans, and non-interest income products.
Role type
Licensed retail banking sales consultant
Builds
Client relationships and financial product portfolios (deposits, loans, investments)
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client acquisition, sales performance, risk management, regulatory compliance, financial product knowledge, client retention, needs analysis, appointment setting, cross-selling
Preferred skills
Digital product demonstration, self-service technology usage
Technologies
NMLS, S.A.F.E. Act, Regulation Z, FINRA SIE, Series 6, Series 63/66, Life and Health Insurance licenses
Responsibilities
Achieve growth targets in outstanding deposits, loans, and non-interest income; resolve client account questions and complaints; execute compliant sales and banking transactions; conduct discovery-based conversations to provide customized financial advice; mentor others on products and procedures.
Seniority
Mid-level, hands-on IC