Branch Banking Client Consultant I

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 accurately, efficiently, and in a friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards while 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

• Sales Performance: 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 members to achieve growth targets and execute successful sales initiatives.
• Client Experience: Provide a positive client experience by assisting with account questions, problems, and/or complaints. Resolve issues 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.
• Risk 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 as required.
• Consistently adhere to regulatory and compliance policies and standards linked to the job, and complete required compliance trainings.
• Maintain compliance with applicable federal, state, and local laws and regulations.

Requirements

• Education: High School diploma, GED, HiSET, TASC, or foreign equivalent.
• Experience: 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 is sensitive to interpersonal dynamics.
• Problem Solving: Uses rigorous logic to solve difficult problems. Probes sources for answers and looks beyond the obvious.
• Priority Management: Focuses on what's important, eliminates roadblocks, and uses time efficiently. Builds and maintains effective relationships with stakeholders.
• 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

Pay Range: $17.00 - $22.55 per hour.