Branch Banking Client Consultant II - Boynton Beach, FL
1 month ago
Job Summary
The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
+Responsibilities
- Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. ,
- 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., ,
- Risk Management : Execute all sales , service ,and banking transactions accurately.and compliantly., ,
- Demonstrated ability to attain sales goals through preset appointments leading to recommendations that support clients' financial goals. Engage in discovery-based conversations using phone ,or face-to-face appointments. Refer customized advice from Financial Consultants .
Job description
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