About The Position

The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions accurately, efficiently, and in a friendly manner. The role supports clients’ financial goals and branch success by maintaining operational accuracy and risk standards while supporting sales performance through client introductions, education, and collaboration with branch teammates. The position aims to create a positive, trusted branch experience in which clients feel supported, informed, and connected to appropriate financial solutions while their everyday banking needs are handled accurately and efficiently. It also supports branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and adherence to bank policies, procedures, and regulatory requirements.

Requirements

  • High school diploma or equivalent, including GED, HiSET, TASC, or foreign equivalent.
  • 1–2 years of experience in customer service, cash handling, or retail.
  • Ability to communicate clearly and collaborate proactively with stakeholders.
  • Ability to build and maintain effective relationships with clients and stakeholders, identify needs, and deliver tailored solutions.
  • Ability to prioritize work, solve problems, and support a positive and productive work environment.

Nice To Haves

  • Experience in the financial services industry.

Responsibilities

  • Support team efforts to achieve growth targets in financial performance, including teller-related functions, and primary client acquisition.
  • Identify and deliver appropriate client introductions to team members to support growth targets and sales initiatives.
  • Assist clients with account questions, problems, and complaints; research and communicate resolutions in a timely and effective manner.
  • Deliver client engagement and education.
  • Meet behavioral activity goals defined by Retail Leadership, including client introductions.
  • Perform daily financial transactions accurately and promptly while striving to prevent controllable losses.
  • Understand and adhere to applicable bank policies and regulations.
  • Perform special projects and other duties and responsibilities as required.
  • Adhere to regulatory and compliance policies and standards, complete required compliance training, and maintain compliance with applicable federal, state, and local laws and regulations.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Comprehensive leave program
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service