Branch Banking Client Consultant III - Licensed

Sales Performance

• Support growth of branch by achieving growth targets in financial performance (deposits, loans, and non-interest income).
• Deliver client engagement and education using the tools and systems available.
• Maintain behavioral activity goals as defined by retail leadership, including NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed, and needs met.

Client Experience

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

Risk Management

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

Additional Accountabilities

• Performs special projects requiring a seasoned level of experience and branch process knowledge.

Job Requirements

• Education: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Experience: 5+ Years of customer service and sales experience in the financial industry.
• Skills: Ability to train and mentor others, including products and platform procedures; Experience in participating in sales campaigns/promotions; Experience with using and demonstrating digital products and self-service technologies.
• Licenses: 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).

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.