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 client introductions to the right team members

Client Experience

• Provide positive client experience by assisting with account questions, problems, and complaints
• 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

• Participate in more complex banking conversations with clients
• Perform moderately complex special projects
• Engage in discovery-based conversations and provide customized financial advice

Required Qualifications

• Education: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• Experience: 4 – 5 years customer service and sales experience, including in the financial services industry
• NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Life and Health Insurance Licenses (within the first 90 days in role)
• FINRA Security Industry Essentials (SIE), FINRA License Series 6, FINRA License Series 63 or Series 66 (within 90 days of passing relevant exams)

Preferred Qualifications

• Experience in financial services industry