Branch Banking Client Consultant I - Float
About The Position
The Branch Banking Client Consultant I-Float travels between assigned branches to provide customers with prompt, professional financial services. The role greets customers, identifies their needs, and helps them access services that support their financial goals. It processes financial transactions accurately, efficiently, and courteously while maintaining operational standards and supporting branch goals. The position supports sales and client acquisition efforts, resolves account questions and complaints through timely research and communication, and provides client engagement and education. It also follows applicable bank policies and regulations, completes required compliance training, and helps prevent controllable financial losses.
Requirements
- High school diploma or equivalent, including GED, HiSET, TASC, or foreign equivalent.
- 0–3 years of customer service and sales experience.
- Ability to communicate clearly, collaborate proactively, and build and maintain effective relationships with stakeholders.
- Ability to identify client needs and deliver tailored solutions.
- Physical capacity for a moderate degree of exertion and stamina, including standing, sitting, walking, driving, or infrequent lifting.
Nice To Haves
- Experience in the financial services industry.
Responsibilities
- Travel between assigned branches to provide customer service.
- Greet customers and help identify and meet their financial service needs.
- Support team growth targets for deposits, loans, non-interest income, and primary client acquisition.
- Identify appropriate client introductions to team members and support sales initiatives.
- Assist with account questions, problems, and complaints; research and communicate resolutions in a timely and effective manner.
- Provide client engagement and education and meet behavioral activity goals, including referrals.
- Process daily financial transactions accurately, efficiently, and courteously while striving to prevent controllable losses.
- Follow applicable bank policies, regulations, and compliance standards; complete required compliance training.
- Perform special projects and other duties as required.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Comprehensive leave program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
