Branch Banking Client Consultant II

Job 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 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. Delivers client engagement and Education.
• Maintain behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.

Job Requirements

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• Minimum experience required: 4 – 5 years customer service and sales experience, (including in the financial services industry)
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.
• Ability to train and mentor others, including products and platform procedures

Job Competencies

• Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging.
• Business Acumen - Knows products and understands our sales process. Is 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 the 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 his/her 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 his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.