Branch Banking Client Consultant II
Core
Resolve client concerns, provide product details, and manage client retention while introducing clients to key bank partners for complex banking conversations.
Role type
Branch Banking Client Consultant
Builds
Client relationships and financial performance growth
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Client management, sales performance, risk management, regulatory compliance, product knowledge, relationship building, problem solving, priority management
Preferred skills
Financial services industry experience, Spanish language fluency, digital product usage
Responsibilities
Achieve growth targets in deposits, loans, and non-interest income; assist with account questions and resolve complaints; execute sales and banking transactions accurately and compliantly; conduct client education and marketing campaign activities.
Seniority
Mid-level, individual contributor