Branch Banking Client Consultant I-PT
Core
Front-line client service and transactional support in a branch banking environment, handling teller functions, financial transactions, and client introductions to drive sales.
Role type
Entry-level branch banking teller and client consultant
Builds
Daily financial transactions, client accounts, and sales initiatives for retail banking customers
Domain
Retail Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Teller functions, financial transactions, client acquisition, problem resolution, regulatory compliance, sales support
Preferred skills
Financial services experience, Spanish fluency
Responsibilities
Perform accurate daily financial transactions and teller functions, assist clients with account questions and complaints, support sales targets through client introductions, adhere to bank policies and regulations
Seniority
Entry-level, <2 years experience