Branch Banking - Client Consultant I (Part-Time)

Location: Mesa, AZ 85206-3736

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 a positive client experience by assisting with account questions, problems, and/or complaints, and through research and communication resolve them in a timely and effective manner. Deliver client engagement and education. Meet behavioral activity goals as defined by Retail Leadership, including but not limited to 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 aggressively and enthusiastically 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 customers. Has the courage and aspiration to innovate.
• Approachability: Is easy to approach and talk to. Puts others at ease and is warm, pleasant, and gracious. Sensitive and patient with interpersonal anxieties, building rapport effectively.
• Problem Solving: Uses rigorous logic to solve difficult problems with effective solutions. Probes all sources for answers, sees hidden problems, and excels at honest analysis. Looks beyond the obvious and gathers informal information in time to act.
• Priority Management: Focuses time and effort on what's important. Quickly identifies what helps or hinders goals, eliminates roadblocks, and creates focus. Uses time effectively and efficiently, valuing it highly. Accomplishes more in less time and attends to a broad range of activities.
• Builds and maintains effective relationships with stakeholders through clear communication, proactive collaboration, and cross-functional insights. Aligns relationship-building efforts with enterprise goals to drive strategic results.
• Builds trusted client relationships by identifying needs and delivering tailored solutions to enhance the client experience.
• Fosters or supports 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, such as standing, sitting, walking, driving, or infrequent lifting.

Pay

Pay Range: $17.00 - $22.55 per hour