6 дней назад
Branch Banking – Client Consultant II (Banking)
17 - 26$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Branch Banking – Client Consultant II (Banking): Providing client support, resolving account concerns, and recommending banking products in a branch environment with an accent on client retention, lending, and basic investment conversations. Focus on building trusted client relationships, delivering compliant transactions, and introducing clients to mortgage and business banking partners.
Location: Staten Island, NY 10312
Salary: $17.12–$26.97 per hour
Company
provides retail banking products and services to individual and business clients.
What you will do
- Resolve client account questions, problems, and complaints through timely research and communication.
- Provide banking product information and support client education and engagement.
- Build client relationships, support retention, and identify opportunities for deposits, loans, and non-interest income.
- Introduce clients to mortgage and business banking partners based on their financial needs.
- Handle sales, service, and banking transactions accurately and in compliance with applicable requirements.
- Participate in moderately complex projects and support team growth initiatives.
Requirements
- High school diploma, equivalent credential, 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 prioritization skills.
- Ability to follow federal, state, and local regulatory and compliance requirements.
Nice to have
- Experience in the financial services industry.
- Experience using and demonstrating digital products and self-service technologies.
Culture & Benefits
- Medical, dental, vision, life, and disability insurance.
- Comprehensive leave program.
- Potential variable incentives, bonuses, commissions, or other awards in addition to base pay.
- Equal opportunity employment environment.
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