Branch Banking - Client Consultant II - Licensed
Core
Licensed branch banking consultant focused on client retention, financial needs assessment, and cross-selling mortgage and business banking products.
Role type
Licensed retail banking sales consultant
Builds
Client relationships and financial product adoption (deposits, loans, non-interest income)
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client relationship management, sales performance, regulatory compliance, financial product knowledge, cross-functional collaboration, needs analysis, appointment management, risk management
Preferred skills
Digital product demonstration, self-service technology usage
Technologies
NMLS, S.A.F.E. Act, Regulation Z, FINRA SIE, FINRA Series 6, FINRA Series 63/66
Responsibilities
Resolve client concerns and provide product details, achieve growth targets in deposits and loans, conduct discovery-based conversations for customized financial advice, execute compliant sales and banking transactions, mentor others on procedures, maintain required financial licenses
Seniority
Mid-level, hands-on IC