Branch Banking Client Consultant II - Licensed

Sales Performance

• Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income)
• Achieve growth targets and execute successful sales initiatives
• Deliver the right client introductions to the right team members

Client Experience

• Provide positive client experience by assisting with account questions, problems, and complaints
• Research and communicate to resolve issues in a timely and effective manner
• Deliver client engagement and education
• Meet behavioral activity goals as defined by Retail Leadership

Risk Management

• Execute all sales, service, and banking transactions accurately and compliantly
• Strive for no controllable losses

Additional Accountabilities

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

Required Qualifications

• 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
• Ability to train and mentor others, including products and platform procedures
• Life and Health Insurance Licenses (required within the first 90 days in role)
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam)
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam)
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)

Preferred Qualifications

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