Branch Banking - Client Consultant I

Cuyahoga Falls, OH 44223-1606

About the role

The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. The role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. It also supports branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and adherence to bank policies, procedures, and regulatory requirements.

Responsibilities

• Support team efforts to achieve growth targets in financial performance (all Teller related functions) 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.
• Provide positive client experience by assisting with account questions, problems and/or complaints; resolve through research and communication in a timely and effective manner.
• Deliver client engagement and education; meet behavioral activity goals as defined by Retail Leadership, including introductions.
• Deliver timely and accurate daily financial transactions; strive for no controllable preventable losses.
• Understand and adhere to all applicable bank policies and regulations.
• Perform special projects and additional duties as required.
• Consistently adhere to regulatory and compliance policies and standards linked to the job; complete required compliance trainings.
• Maintain compliance with applicable federal, state, and local laws and regulations.

Requirements

• High School diploma, GED, HiSET, TASC, or foreign equivalent.
• Less than 2 years of customer service and sales experience.

Preferred Qualifications

• Experience in the Financial Services Industry.

Skills

• Action-oriented: Enjoys working hard, is action oriented, and full of energy for challenging tasks. Seizes opportunities with a sense of urgency.
• Business Acumen: Knows products and understands the sales process; aware of marketplace strategies and customer motivations.
• Approachability: Easy to approach and talk to; builds rapport well and puts others at ease.
• Problem Solving: Uses rigorous logic to solve difficult problems; probes sources for answers and looks beyond the obvious.
• Priority Management: Focuses time on what's important; eliminates roadblocks and creates focus for self and others.
• Builds and maintains effective relationships with stakeholders; aligns efforts with enterprise goals to drive strategic results.
• Builds trusted client relationships by identifying needs and delivering tailored solutions.
• Fosters a positive work culture and productive environment.

Physical Demands

The job requires a moderate degree of physical exertion and stamina, such as standing, sitting, walking, driving, or infrequent lifting.

Pay

$17.00 - $22.55 per hour