Branch Banking Client Consultant II
Core
Resolve client concerns and provide product details to meet financial needs, focusing on client retention and introductions to key bank partners for complex banking conversations.
Role type
Branch Banking Client Consultant
Builds
Client relationships and introductions to Mortgage and Business Banking teams
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales, client management, risk management, compliance, training/mentoring, digital product usage
Responsibilities
Support team efforts to achieve growth targets in deposits, loans, and non-interest income; assist with account questions, problems, and complaints; execute sales, service, and banking transactions accurately and compliantly
Seniority
Mid-level, hands-on IC