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Position Title
Branch Banking - Client Consultant II
Location
Ohio City - 613 (Cleveland, OH)
Job Summary
The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
Hourly Range : $19.13 - $28.96Pay Range : Local Minimum Wage - $0.00 - $0.00
Job Responsibilities :
Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.
Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
Client Experience : Provide positive client experience by assisting with account questions, problems and / or complaints and through research and communication resolve in a timely and effective manner.
Risk Management : Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
Performs more moderately complex special projects, and additional duties and responsibilities as required.Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.
Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements :
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
4 5 years customer service and sales experience, (including in the financial services industry, required
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, preferred.
NMLS registration can be completed after job entry date
Ability to train and mentor others, including products and platform procedures
Experience with using and demonstrating digital products and self-service technologies, preferred
Last updated : 2024-04-30
Full Time
$48k-62k (estimate)
05/02/2024
06/21/2024
connectity.com
<25
The job skills required for Client consultant include Customer Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Client consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client consultant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client consultant positions, which can be used as a reference in future career path planning. As a Client consultant, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client consultant. You can explore the career advancement for a Client consultant below and select your interested title to get hiring information.