8 часов назад
Branch Banking Client Consultant II - Float/Travel (Banking)
17 - 26$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Branch Banking Client Consultant II - Float/Travel (Banking): Providing customer banking services across assigned Coral Gables-area branches with an accent on client relationships, sales growth, lending, and basic investment interactions. Focus on resolving complex client concerns, identifying financial needs, making partner introductions, and completing compliant banking transactions.
Location: Coral Gables, Florida; travel between assigned branches in the surrounding area
Salary: $17.12–$26.97 per hour
Company
provides retail banking and financial services, including deposits, lending, investment interactions, and partner banking solutions.
What you will do
- Travel between assigned branches and provide prompt, professional banking services.
- Resolve account questions, problems, and complaints through timely research and communication.
- Support deposit, loan, non-interest income, and client acquisition growth targets.
- Identify client needs and introduce customers to Mortgage and Business Banking partners.
- Handle lending, basic investment, and moderately complex banking conversations.
- Complete sales, service, and banking transactions accurately and in compliance with applicable regulations.
Requirements
- High school diploma, equivalent credential, or foreign equivalent.
- 4–5 years of customer service and sales experience, including experience in financial services.
- Ability to train and mentor others on products and platform procedures.
- Ability to build trusted client and stakeholder relationships and communicate clearly.
- Strong problem-solving, prioritization, business acumen, and action-oriented skills.
Nice to have
- Additional financial services experience.
- Experience demonstrating digital products and self-service technologies.
Culture & Benefits
- Medical, dental, vision, life, and disability insurance.
- Comprehensive leave program.
- Work includes collaboration with retail leadership and cross-functional banking partners.
- No unusual physical exertion is required.
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