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.
Role type
Licensed retail banking sales consultant
Builds
Client relationships and financial product portfolios
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales, client acquisition, risk management, regulatory compliance, financial product knowledge, mentoring
Preferred skills
Digital product usage, self-service technologies
Responsibilities
Achieve growth targets in deposits, loans, and non-interest income; resolve client account issues and complaints; execute compliant banking transactions; conduct discovery conversations and refer clients to Financial Consultants for complex advice.
Seniority
Mid-level, hands-on IC