Branch Banking Client Consultant II - Float
Core
Travel between assigned branches to provide high-quality financial services, resolve client concerns, and introduce clients to key bank partners for complex banking conversations.
Role type
Branch Banking Client Consultant (Float)
Builds
Client relationships and financial product adoption across multiple branch locations
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Client management, sales performance, risk management, compliance adherence, product knowledge, client retention, complex banking conversations
Preferred skills
Financial services industry experience, digital products and self-service technologies proficiency
Responsibilities
Support team efforts to achieve growth targets in financial performance, assist with account questions and complaints, execute sales and banking transactions accurately and compliantly, perform moderately complex special projects
Seniority
Mid-level, hands-on IC