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Branch Banking Client Consultant II
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Full-time
- Job SummaryThe 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.
- Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
- This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
- 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.
- Delivers client engagement and Education.
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