Branch Banking - Client Consultant II (Financial Services)

Location: La Porte, IN 46350 — branch-based, onsite role

Salary: $17.12–$26.97 per hour

Company

A banking organization providing retail financial services, lending, investment interactions, and client-focused banking solutions.

What you will do

• Resolve client account questions, concerns, and complaints through timely research and communication.
• Explain banking products and provide guidance focused on clients’ financial needs.
• Build client relationships, support retention, and identify opportunities for primary client acquisition.
• Introduce clients to mortgage, business banking, and other bank partners when appropriate.
• Support growth targets involving deposits, loans, non-interest income, appointments, and client needs.
• Execute sales, service, and banking transactions accurately and in compliance with applicable requirements.

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.
• Ability to build trusted client and stakeholder relationships through clear communication and collaboration.
• Strong problem-solving, prioritization, business acumen, and client engagement skills.

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.
• Required compliance training and adherence to federal, state, and local regulations.