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Client Consultant II Licensed
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Full-time
- The 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.
- 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.
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
- Life and Health Insurance Licenses (required within the first 90 days in role.
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