19 часов назад
Branch Banking Client Consultant II (Fintech)
17 - 26$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Branch Banking Client Consultant II (Banking): Providing client service, banking product guidance, lending interactions, and basic investment support with an accent on client retention, compliant transactions, and financial needs analysis. Focus on resolving complex client concerns, building trusted relationships, and connecting clients with mortgage and business banking specialists.
Location: Grand Rapids, MI 49508; branch location at 1969 44th Street SE
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 client account questions, problems, and complaints through timely research and communication.
- Explain banking products and support clients with lending and basic investment interactions.
- Build client relationships, improve retention, and identify financial needs.
- Introduce clients to mortgage and business banking partners when specialist support is needed.
- Support deposit, loan, non-interest income, and client acquisition targets.
- 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 manage client relationships, solve problems, and communicate clearly with stakeholders.
- Ability to work at the specified Grand Rapids branch location.
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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