Branch Banking Client Consultant II - FLOAT - Sunrise FL

Sales Performance

• Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income)
• 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
• 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

Additional Accountabilities

• Performs more moderately complex special projects
• Additional duties and responsibilities as required

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.)
• May require 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

Preferred Qualifications

• Experience in financial services industry preferred
• Experience with using and demonstrating digital products and self-service technologies