5 часов назад
Branch Banking Client Consultant II (Retail Banking)
17 - 26$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Branch Banking Client Consultant II (Retail Banking): Supporting retail banking growth and client service in a Coral Springs branch with an accent on deposits, lending, client retention, and referrals to mortgage and business banking partners. Focus on resolving complex banking concerns, conducting compliant transactions, and building trusted client relationships.
Location: Coral Springs, Florida, United States; branch-based onsite position
Salary: $17.12–$26.97 per hour, plus potential variable incentives, bonuses, commissions, or other awards.
Company
A banking organization providing retail financial products and services to clients.
What you will do
- Support branch growth targets for deposits, loans, non-interest income, and primary client acquisition.
- Resolve account questions, problems, and complaints through timely research and communication.
- Identify client needs, provide product education, and arrange appointments and partner referrals.
- Introduce clients to mortgage and business banking specialists to support their financial goals.
- Handle sales, service, lending, investment, and other banking transactions accurately and compliantly.
- Complete moderately complex special projects and help train and mentor colleagues on products and platform procedures.
Requirements
- High school diploma or equivalent, including GED, HiSET, TASC, 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.
- Strong client relationship-building, communication, problem-solving, and priority-management skills.
- Ability to follow federal, state, and local regulatory and compliance requirements.
Nice to have
- Additional financial services industry experience.
- Experience using and demonstrating digital products and self-service technologies.
Culture & Benefits
- Medical, dental, vision, life, and disability insurance.
- Comprehensive leave program.
- Performance-related incentives, bonuses, commissions, or other awards may be included in total compensation.
- Equal opportunity employment commitment.
- No unusual physical exertion is required.
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