CareerPlan

Branch Banking Client Consultant I

Shirley/950 Montauk Highway/110806, USFull-time2026-10-30 → 2026-11-10

Core

Front-line client service and transactional support including teller functions, financial transactions, and client education to support financial goals.

Role type

Branch Banking Client Consultant (Teller)

Builds

Daily financial transactions and client introductions for sales initiatives

Domain

Banking / Retail Financial Services

Required skills

Cash handling, Customer service, Financial transactions, Client education, Regulatory compliance, Problem solving

Responsibilities

Perform teller functions and financial transactions accurately, Resolve client account questions and complaints, Support sales performance through client introductions, Adhere to bank policies and regulatory requirements

Seniority

Entry-level, 1-2 years experience