Branch Banking Client Consultant I
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 in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support 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 / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- Less than 2 years of customer service and sales experience.
Nice To Haves
- Experience in Financial Services Industry.
Responsibilities
- Support team efforts to achieve growth targets in financial performance (all Teller related functions) 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
- 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 introductions.
- Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses.
- Understand and adhere to all applicable bank policies and regulations.
- Performs special projects, and additional duties and responsibilities as required.
- 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.
Benefits
- medical, dental, vision, life, and disability insurance, as well as a 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
