2 дня назад
Branch Banking - Client Consultant II (Retail Banking)
17 - 27$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Branch Banking - Client Consultant II (Retail Banking): Supporting clients with account questions, product guidance, lending interactions, and introductions to mortgage and business banking partners with an accent on client retention, financial needs analysis, and compliant transactions. Focus on resolving complex banking concerns, meeting deposit and loan growth targets, and building trusted client relationships.
Location: Scottsdale, Arizona, United States
Salary: $17.12–$26.97 per hour
Company
provides branch banking and financial services, including deposits, lending, investment interactions, and client support.
What you will do
- Resolve account questions, concerns, and complaints through timely research and communication.
- Provide product details and financial guidance tailored to client needs.
- Build client relationships, support retention, and make introductions to mortgage and business banking specialists.
- Support growth targets for deposits, loans, non-interest income, and primary client acquisition.
- Execute sales, service, and banking transactions accurately and in compliance with applicable requirements.
- Participate in moderately complex projects and mentor others on products and platform procedures.
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.
- Ability to build trusted relationships, solve client problems, manage priorities, and communicate clearly.
- Ability to comply with applicable federal, state, and local laws, regulations, and banking policies.
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.
- Equal opportunity employment environment.
- No unusual physical exertion is required.
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