Position Title

Branch Banking-Client Consultant II

Location

Shea / 101 - 664 (Scottsdale, AZ)

Job Summary

JOB SUMMARY

A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.

Job Responsibilities :

JOB RESPONSIBILITIES

40% of time) Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.

Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative

30% of time) Client Experience : Provide positive client experience by assisting with account questions, problems and / or complaints and through research and communication resolve in a timely and effective manner.

Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to referrals.

30% of time) Risk Management : Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses.

Understand and adhere to all applicable bank policies and regulations.

ADDITIONAL ACCOUNTABILITIES

Performs special projects, and additional duties and responsibilities as required.

Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.

Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications :

Minimum experience required : 0 3 years of customer service and sales experience

Preferred Qualifications :

Experience in financial services industry.

Job Competencies :

Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he / she sees as challenging.

Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results.

Possesses a sense of urgency.

Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer.

Has courage and aspiration to do things differently in the marketplace.

Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious.

Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers;

can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.

Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.

Priority Management - Spends his / her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal.

Eliminates roadblocks and creates focus. Uses his / her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.

Physical demands (ADA) : The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Last updated : 2024-05-10