Branch Banking Client Consultant I
Core
Provide high-quality, prompt, and professional financial services to customers in a branch setting, processing transactions and assisting with account questions to meet financial goals.
Role type
entry-level branch banking client consultant
Builds
retail banking services for individual customers
Domain
banking / financial services
Deliverable
product features
Required skills
customer service, sales, financial transactions processing, regulatory compliance, client acquisition
Preferred skills
financial services industry experience
Responsibilities
Greet clients and provide exceptional service, process financial transactions accurately and efficiently, support team efforts to achieve growth targets in deposits, loans, and non-interest income, assist with account questions and resolve complaints, adhere to bank policies and regulations, complete required compliance trainings