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Position Title
Branch Banking Client Consultant II
Location
St. James - 339 (St. James, NY)
Job Summary
JOB SUMMARY
The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
Pay Range : $19.13 - $23.91 - $28.69Pay Range : Local Minimum Wage - $0.00 - $0.00
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, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
30% of time) Risk Management : Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
ADDITIONAL ACCOUNTABILITIES :
Accountable to maintain compliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS :
NMLS registration can be completed after job entry date.
Last updated : 2024-04-26
Full Time
$74k-90k (estimate)
04/05/2024
07/18/2024
connectity.com
<25
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.