Job Description
Job Summary
A Branch Banking Client Consultant I Float travels between assigned branches to provide customers with high quality prompt and professional financial services. The role interacts with clients and provides exceptional service by greeting them as they enter one of our branches and assists in meeting their financial goals. This position processes financial transactions accurately efficiently and in a friendly manner while maintaining operational standards and assisting the team in meeting branch goals.
Key Responsibilities:
Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition 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 and through research and communication resolve in a timely and effective manner Deliver client engagement and education Meet behavioral activity goals as defined by Retail Leadership including but not limited to referrals
Management: Deliver timely and accurate daily financial transactions striving for no controllable preventable losses Understand and adhere to all applicable bank policies and regulations
Perform special projects and additional duties and responsibilities as required Consistently adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings Accountable to maintain compliance with applicable federal state and local laws and regulations
Requirements:
High School / High School Equivalency (GED HiSET TASC) / Foreign Equivalent required
A Branch Banking Client Consultant I Float travels between assigned branches to provide customers with high quality prompt and professional financial services. The role interacts with clients and provides exceptional service by greeting them as they enter one of our branches and assists in meeting their financial goals. This position processes financial transactions accurately efficiently and in a friendly manner while maintaining operational standards and assisting the team in meeting branch goals.
Key Responsibilities:
Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition 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 and through research and communication resolve in a timely and effective manner Deliver client engagement and education Meet behavioral activity goals as defined by Retail Leadership including but not limited to referrals
Management: Deliver timely and accurate daily financial transactions striving for no controllable preventable losses Understand and adhere to all applicable bank policies and regulations
Perform special projects and additional duties and responsibilities as required Consistently adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings Accountable to maintain compliance with applicable federal state and local laws and regulations
Requirements:
High School / High School Equivalency (GED HiSET TASC) / Foreign Equivalent required
💡 Quick Summary
Seeking a career-building opportunity? The Branch Banking Client Consultant I-Float position is now open for candidates interested in the Bank Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
