Branch Banking Client Consultant II - Licensed
Core
Licensed branch banking consultant providing best-in-class client experience, resolving concerns, and delivering financial products to meet client needs.
Role type
Licensed retail banking consultant
Builds
Client relationships and financial product solutions
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client management, sales performance, risk management, regulatory compliance, financial product knowledge, client retention, needs analysis, appointment management
Preferred skills
Digital product usage, self-service technologies
Technologies
Digital banking platforms, self-service technologies
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; perform moderately complex special projects; adhere to regulatory and compliance policies; attain sales and referral goals through appointments and conversations; engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.