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Job Summary
A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. 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.
Pay Range : $17.00 - $21.25 - $25.50
Pay Range : Local Minimum Wage - $0.00 - $0.00
Job Responsibilities :
Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.
C lient 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.
Management : Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses.
Understand and adhere to all applicable bank policies and regulations.
Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements :
Last updated : 2024-06-09
Full Time
Banking
$64k-83k (estimate)
03/24/2024
08/15/2024
mynycb.com
WESTBURY, NY
1,000 - 3,000
1889
THOMAS R CANGEMI
$1B - $3B
Banking
The job skills required for Client consultant include Customer Service, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be a Client consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client consultant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client consultant positions, which can be used as a reference in future career path planning. As a Client consultant, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client consultant. You can explore the career advancement for a Client consultant below and select your interested title to get hiring information.