2 дня назад
Branch Banking Client Consultant III - Licensed
19 - 31$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Branch Banking Client Consultant III - Licensed (Banking and Financial Services): Supporting branch growth by advising clients on deposits, loans, investments, and other financial solutions with an accent on consultative sales, client education, and regulatory compliance. Focus on building customized financial recommendations, achieving sales and referral goals, and executing banking transactions accurately while obtaining required insurance and FINRA licenses.
Location: Coral Springs, FL 33065-5042; branch-based, in-person client appointments and service.
Salary: $19.87–$31.30 per hour, with possible variable incentives, bonuses, commissions, or other awards.
Company
provides banking, lending, investment, and financial services through its branch network.
What you will do
- Support branch growth by achieving targets for deposits, loans, and non-interest income.
- Engage clients through education, discovery-based conversations, scheduled appointments, and marketing campaign outreach.
- Provide customized financial guidance and refer clients to Financial Consultants when appropriate.
- Execute sales, service, and banking transactions accurately while maintaining regulatory and compliance standards.
- Participate in branch projects and help train and mentor colleagues on products and platform procedures.
Requirements
- High school diploma, equivalent credential, or foreign equivalent.
- At least 5 years of customer service and sales experience in the financial industry.
- Experience with sales campaigns, digital products, self-service technologies, and client relationship development.
- Ability to build trusted relationships, communicate clearly, solve problems, manage priorities, and collaborate across functions.
- Life and Health Insurance licenses must be obtained within the first 90 days.
- FINRA SIE, Series 6, and Series 63 or Series 66 licenses must be obtained within the specified 90-day progression periods.
Culture & Benefits
- Benefits may include medical, dental, vision, life, and disability insurance.
- Comprehensive leave program.
- Work includes standing, sitting, walking, driving, and infrequent lifting.
- Equal opportunity employment environment.
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