Position Title

Branch Banking-Client Consultant II-Float

Location

Iselin - 560 (Iselin, NJ)

Job Summary

A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide 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 : $19.13 - $23.91 - $28.69Pay 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.

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

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.

• Risk Management : Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• 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 :

• High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
• 4 5 years customer service and sales experience, (including in the financial services industry, required
• May require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

NMLS registration can be completed after job entry date.

• Ability to train and mentor others, including products and platform procedures, required
• Experience in financial services industry, preferred
• Experience with using and demonstrating digital products and self-service technologies, preferred

Last updated : 2024-04-23