3 часа назад
Branch Banking Client Consultant II - Float (Banking)
17 - 27$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Branch Banking Client Consultant II - Float (Banking): Providing financial services across assigned branches, resolving client concerns, explaining banking products, and introducing clients to mortgage and business banking partners with an accent on client retention, lending, and basic investment interactions. Focus on achieving deposit and loan growth targets, handling complex banking conversations, and executing compliant transactions accurately.
Location: Bellmore, NY 11710; travels between assigned branches
Salary: $17.12–$26.97 per hour
Company
provides retail banking and financial services to clients.
What you will do
- Provide prompt, professional financial services and resolve account questions, problems, and complaints.
- Explain banking products and educate clients on solutions aligned with their financial needs.
- Build client relationships, support retention, and introduce clients to mortgage and business banking partners.
- Support growth targets for deposits, loans, non-interest income, and primary client acquisition.
- Conduct client outreach, set and complete appointments, and identify unmet needs.
- 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, including experience in financial services.
- Ability to train and mentor others on products and platform procedures.
- Ability to travel between assigned branches.
- Strong relationship-building, communication, problem-solving, and priority-management 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.
- Potential variable incentives, bonuses, commissions, or other awards.
- Commitment to regulatory compliance, accurate transactions, and positive client relationships.
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