Branch Banking Consultant I

CFA Institute • New York, NY, United States • $200k - $250k / year • 4w ago

Position Title
Branch Banking Consultant I

Location
Brooklyn/8010 5th Avenue/110332

Job Summary
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 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.

Pay Range: $17.00 - $21.25 - $25.50

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 initiatives.
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. Deliver 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.
Perform special projects, and additional duties and responsibilities as required.
Consistently adhere 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

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