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
• Research and communicate to resolve issues in a timely and effective manner
• Deliver client engagement and education
• Maintain 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

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
• Ability to train and mentor others, including products and platform procedures
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• 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

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

Physical Demands (ADA)

• No unusual physical exertion is involved