Branch Banking Client Consultant I-Float
Core
Travel between assigned branches to provide high-quality financial services, process transactions, and support sales initiatives to meet growth targets.
Role type
Branch Banking Client Consultant
Builds
Financial services products and client relationships
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Customer service, sales, financial transaction processing, regulatory compliance, problem solving, priority management
Preferred skills
Financial services industry experience
Responsibilities
Greet clients and provide financial services, process financial transactions accurately, support team efforts to achieve growth targets in deposits and loans, resolve client account questions and complaints, adhere to bank policies and regulations
Seniority
Entry-level to Junior (0-3 years experience)
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