Branch Banking Client Consultant I

Location: Forest Hills, NY 11375

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 a positive client experience by assisting with account questions, problems, and/or complaints, resolving them in a timely and effective manner through research and communication.
• Deliver client engagement and education, meeting behavioral activity goals as defined by Retail Leadership, including but not limited to introductions.
• 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, completing required compliance trainings.
• Maintain compliance with applicable federal, state, and local laws and regulations.

Requirements

Required Qualifications:

• 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, warm, pleasant, and gracious. Builds rapport well and is sensitive to others' interpersonal needs.
• Problem Solving: Uses rigorous logic to solve difficult problems effectively. Probes sources for answers, sees hidden problems, and looks beyond the obvious.
• Priority Management: Focuses time and effort on what's important, eliminates roadblocks, and uses time efficiently to accomplish more.
• Builds and maintains effective relationships with stakeholders through clear communication and proactive collaboration.
• Aligns relationship-building efforts with enterprise goals to drive strategic results.
• Fosters a positive work culture and productive environment, emphasizing effective relationships with customers and stakeholders.

Physical Demands

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

Pay

Pay Range: $17.00 - $22.55 per hour