1 день назад
Branch Banking Client Consultant II (Fintech)
17 - 27$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Branch Banking Client Consultant II (Fintech): Supporting branch clients through banking transactions, account issue resolution, product guidance, lending interactions, and referrals to mortgage and business banking partners with an accent on client retention, sales performance, and regulatory compliance. Focus on resolving complex client needs, identifying tailored financial solutions, and maintaining accurate, compliant transactions.
Location: Battle Creek, MI 49015 — branch-based role
Salary: $17.12–$26.97 per hour
Company
provides retail banking services and financial products for personal and business clients.
What you will do
- Resolve account questions, problems, and complaints while delivering a positive client experience.
- Explain banking products and provide guidance focused on clients’ financial needs.
- Support deposit, loan, non-interest income, and client acquisition goals.
- Identify client needs and make introductions to mortgage, business banking, and other internal partners.
- Handle sales, service, and banking transactions accurately and in compliance with applicable requirements.
- Complete moderately complex special projects and support client engagement activities.
Requirements
- High school diploma, GED, HiSET, TASC, or foreign equivalent.
- 4–5 years of customer service and sales experience.
- Ability to train and mentor others on products and platform procedures.
- Strong client relationship-building, communication, problem-solving, and priority-management skills.
- Ability to follow federal, state, and local banking regulations and complete required compliance training.
Nice to have
- Experience in the financial services industry.
- Experience using and demonstrating digital products and self-service technologies.
Culture & Benefits
- Full-time employment with medical, dental, vision, life, and disability insurance.
- Comprehensive leave program.
- Equal opportunity employment.
- No unusual physical exertion is required.
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