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
Builds
Client relationships and financial product adoption across multiple branch locations
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Client retention, sales performance, risk management compliance, product knowledge, digital product demonstration, training and mentoring
Preferred skills
Financial services industry experience, self-service technology proficiency
Responsibilities
Achieve growth targets in deposits, loans, and non-interest income; resolve account questions and complaints; execute compliant sales and banking transactions; conduct client education and marketing campaign activities
Seniority
Mid-level, hands-on IC