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Branch Banking Client Consultant II - Licensed
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$19.13 - $28.6 an hour
Full-time
- Position TitleBranch Banking Client Consultant II-LicensedLocationWest Hempstead - 302 (West Hempstead, NY)Job SummaryThe Branch Banking Client Consultant II-Licensed 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.
- 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.
- Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
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