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The ideal candidate will have a strong background in digital banking strategy, call center operations, operations management, and a proven history of successfully managing a team of high performing loan specialists to assist members with their loan requests in the digital branch channel.
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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.
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Minimum five years' experience in a bank branch environment as an Assistant Branch Manager, Business Development Officer, Customer Service Supervisor, Branch Manager, or equivalent.
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Work with the Customer Service Supervisor to establish sales goals for branch team. Strategies include but are not limited to cold/appointment calls, outbound telephone calls, in person meetings, business networking and participation in branch and community events.
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A Branch Banking-Client Consultant II- Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. 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.
$19.13 - $34.43 an hourFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Create and manage annual budget implementation and review process for community banking and branch network. Manage overall community banking management meeting planning and execution including sales and operations.
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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.
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In compliance with the federal Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and various state banking laws, MLOs at our client’s bank must satisfy certain professional state-licensing requirements prior to engaging in loan origination activities on behalf of our client.
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This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. Risk Management: Execute all sales, service, and banking transactions accurately and compliantly.
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FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam) Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent. FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam.
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Retail Banking (Sales) Oversees branch facility management such as maintenance, repairs, remodeling and branch security. The Branch Manager actively makes outside sales calls that are results oriented.
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Uniquely positioned with our own internal Fintech team, we create and offer innovative personal and business banking solutions. Ensure regular and effective upstream and downstream communication with regional and division leadership and with banking center team members.
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Lead by example and be a change agent to help banking center team members evolve to meet shifting client needs and demands. Manage branch staff, including daily supervision, interviewing and hiring, mentoring and training, performance appraisals, career development, promotion and pay recommendations, and terminations of direct reports.
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Branch Banking - Client Consultant II - Licensed. (30% of time) Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam.
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Ensure branch compliance with audit and regulatory procedures, as well as Bank policy and procedures. Built on a legacy of more than 100 years in banking, we pride ourselves on our commitment to excellence, exceptional client service, and year-after-year recognition of our industry leading financial performance.
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Title: branch banking
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