Branch Banking Client Consultant II

About the role

Branch Banking Client Consultant II provides best‑in‑class experience by resolving concerns and providing product details that meet the financial needs of clients. The role focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) so clients have access to experts who can help them achieve their financial goals. This position involves greater lending and basic investment interactions and participates in more complex banking conversations with clients.

Responsibilities

• 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 appropriate team members to meet growth targets and execute successful sales initiatives.
• Client Experience: Provide a positive client experience by assisting with account questions, problems, or complaints, and resolve issues through research and timely communication. Deliver client engagement and education, and meet behavioral activity goals defined by Retail Leadership, including NextGen and marketing campaign lead calling, weekly appointments set, appointments completed, and needs met.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly, striving for zero controllable losses.
• Additional Accountabilities: Perform moderately complex special projects and other duties as required. Consistently adhere to regulatory and compliance policies, complete required compliance trainings, and maintain compliance with applicable federal, state, and local laws and regulations.

Requirements

• Required Qualifications: High School diploma or equivalent (GED, HiSET, TASC, or foreign equivalent). 4–5 years of customer service and sales experience. Ability to train and mentor others on products and platform procedures.
• Preferred Qualifications: Experience in the financial services industry. Experience using and demonstrating digital products and self‑service technologies.

Skills

• Action‑oriented: Energetic, proactive, and comfortable acting with minimal planning.
• Business Acumen: Knowledge of products, sales processes, market strategies, and customer motivations.
• Approachability: Warm, pleasant, and patient; able to put others at ease and build rapport.
• Problem Solving: Logical, thorough analysis; identifies hidden issues and develops effective solutions.
• Priority Management: Focuses on high‑impact activities, eliminates roadblocks, and uses time efficiently.
• Relationship Building: Communicates clearly, collaborates proactively, and aligns efforts with enterprise goals to drive performance.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Comprehensive leave program

Pay

Pay Range: $17.12 – $26.97 per hour (actual starting base pay determined by location, experience, and other non‑discriminatory factors).