Branch Banking - Client Consultant II
Core
Resolve client concerns and provide product details to meet financial needs, focusing on client management, retention, and introductions to key bank partners for complex banking conversations.
Role type
Branch Banking Client Consultant
Builds
Client relationships and financial product solutions
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Client management, sales performance, risk management compliance, product knowledge, relationship building, problem solving, priority management
Responsibilities
Support team efforts to achieve growth targets in financial performance and primary client acquisition; assist with account questions, problems, and complaints; execute sales, service, and banking transactions accurately and compliantly.