Branch Banking Client Consultant II
Based in United States
Core
Resolve client concerns and provide product details to meet financial needs, focusing on client management, retention, and introductions to key bank partners.
Role type
Branch Banking Client Consultant
Builds
Client relationships and financial product adoption
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
client management, sales, risk management, compliance, problem solving, priority management
Preferred skills
financial services industry experience, digital products and self-service technologies
Responsibilities
Support team efforts to achieve growth targets in financial performance, assist with account questions and complaints, execute sales and banking transactions accurately and compliantly
Seniority
Mid-level IC