Branch Banking Client Consultant I

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.
• Maintain behavioral activity goals as defined by Retail Leadership including, but not limited to referrals.

Risk Management

• Deliver timely and accurate daily financial transactions.
• Strive for no controllable preventable losses.
• Understand and adhere to all applicable bank policies and regulations.

Required Qualifications

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 0 – 3 years of customer service and sales experience.