Branch Banking Client Consultant II
About The Position
The Branch Banking Client Consultant II provides a high-quality client experience by resolving concerns and explaining products that address clients’ financial needs. The role focuses on client management and retention, and on introducing clients to bank partners such as Mortgage and Business Banking so they can access experts who can help them reach their financial goals. The position includes increased lending and basic investment interactions and participation in more complex banking conversations. The consultant supports branch growth and client acquisition, helps clients with account questions and complaints, and meets behavioral activity goals such as lead calling and setting and completing appointments. The role also requires accurate, compliant transaction handling, adherence to applicable laws and policies, and completion of required compliance training. The position may include moderately complex special projects and other assigned duties.
Requirements
- High school diploma, high school equivalency (GED, HiSET, or TASC), or foreign equivalent.
- 4–5 years of customer service and sales experience.
- Ability to train and mentor others, including on products and platform procedures.
- Ability to meet applicable regulatory, compliance, and transaction-accuracy requirements.
Nice To Haves
- Experience in the financial services industry.
- Fluency in Spanish and English.
- Experience using and demonstrating digital products and self-service technologies.
Responsibilities
- Support team growth targets for deposits, loans, non-interest income, and primary client acquisition.
- Identify client needs and make appropriate introductions to bank partners and other team members to support growth goals and sales initiatives.
- Assist clients with account questions, problems, and complaints; research concerns and communicate resolutions in a timely and effective manner.
- Deliver client engagement and education and meet behavioral activity goals, including lead calling and weekly appointment setting and completion.
- Execute sales, service, and banking transactions accurately and compliantly, striving to avoid controllable losses.
- Perform moderately complex special projects and other assigned duties and responsibilities.
- Adhere to regulatory and compliance policies and standards, applicable federal, state, and local laws and regulations, and complete required compliance training.
- Train and mentor others on products and platform procedures.
- Build and maintain effective relationships with clients, stakeholders, and colleagues through clear communication and collaboration.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Comprehensive leave program
- Variable incentives, bonuses, commissions, or other awards may be included in total compensation as outlined in the offer of employment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
