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
Financial products and banking services for retail clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client management, sales performance, risk management, compliance adherence, product knowledge, relationship building, problem solving
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
Seniority
Mid-level, individual contributor