Job Summary
A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.
This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.
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
C lient 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.
Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to referrals.
Management : Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.
Performs 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
0 3 years of customer service and sales experience, required
Experience in financial services industry, preferred
Branch Banking Client Consultant I (Part Time)
A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Provide positive client experience by assisting with accoun...
Branch Banking Client Consultant I - Part Time
Branch Banking Client Consultant I - Part Time. A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and pr...
Branch Banking - Client Consultant I (Part Time)
A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Provide positive client experience by assisting with accoun...
Clinical Technician - Part Time
The Ophthalmic Technician participates in the care of patients in a clinic setting. Ability to stand or sit for extended periods of time and lift up to 50lbs. Generous paid time off (PTO) program. ...
Branch Banking Client Consultant I (Part Time)
A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Provide positive client experience by assisting with accoun...
Client Service Rep I - Part Time
You can do this part-time or full-time. This position is perfect for anyone looking for temporary, part-time or full-time work. Earn up to $750 per week part-time working from home. If you are a customer service representative agent or someone just looking for a flexible part time remote work from h...
Branch Banking Client Consultant II
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 B...
Client Service Rep - Part Time
You can do this part-time or full-time. This position is perfect for anyone looking for temporary, part-time or full-time work. Earn up to $750 per week part-time working from home. If you are a customer service representative agent or someone just looking for a flexible part time remote work from h...
Retail Sales Consultant - Part Time - Partridge Creek - Clinton Township, MI
You are an amazing Sales Consultant and bring along the following:. A responsible relationship with people and the planet is part of Swarovski’s heritage. ...
Retail Sales Consultant - Part Time - Great Lakes - Auburn Hills, MI
You are an amazing Sales Consultant and bring along the following:. A responsible relationship with people and the planet is part of Swarovski’s heritage. ...