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 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

• 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 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 issues in a timely and effective manner; deliver client engagement and education.
• 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, additional duties, and responsibilities as required.
• Consistently adhere to regulatory and compliance policies and standards linked to the job; complete required compliance trainings.
• Accountable to maintain compliance with applicable federal, state, and local laws and regulations.

Requirements

• Education: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• Experience: Less than 2 years of customer service and sales experience

Preferred Qualifications

• Experience in Financial Services Industry

Competencies

• Action-oriented: Enjoys working hard, is action oriented and full of energy for challenges; not fearful of acting with minimum planning; seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results; possesses a sense of urgency.
• Business Acumen: Knows products and understands the sales process; aware of how strategies and tactics work in the marketplace and what motivates a customer; has courage and aspiration to do things differently in the marketplace.
• Approachability: Is easy to approach and talk to; spends extra effort to put others at ease; can be warm, pleasant, and gracious; is sensitive to and patient with the interpersonal anxieties of others; builds rapport well.
• Problem Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers; is a good listener and early knower, gathering informal and incomplete information in time to do something about it.
• Priority Management: Spends time and the time of others on what’s important; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks and creates focus; uses time effectively and efficiently; gets more done in less time than others and can attend to a broader range of activities.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross-functional insights; aligns relationship-building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
• Physical demands (ADA): 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