3 часа 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): Supporting clients with banking products, account concerns, lending interactions, and introductions to mortgage and business banking partners with an accent on client retention, compliant transactions, and financial needs analysis. Focus on achieving deposit and loan growth targets, resolving complex client issues, and building trusted relationships across banking teams.
Location: Cranford, NJ 07016, United States
Salary: $17.12–$26.97 per hour
Company
provides branch banking and financial services for clients, including deposits, loans, mortgage services, business banking, and investment-related support.
What you will do
- Resolve account questions, problems, and complaints through timely research and communication.
- Provide product information, client education, and tailored banking solutions.
- Support deposit, loan, non-interest income, and primary client acquisition growth targets.
- Identify client needs and make effective introductions to mortgage and business banking partners.
- Conduct lending and basic investment interactions and participate in more complex banking conversations.
- Execute sales, service, and banking transactions accurately while maintaining regulatory compliance.
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 relationship 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 and a focus on a positive, productive work environment.
- Required compliance training and adherence to federal, state, and local regulations.
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