Branch Banking Client Consultant III - Licensed

JOB RESPONSIBILITIES 

• Sales Performance: support growth of branch by achieving growth targets in financial performance (deposits loans, and non-interest income. 

• Client Experience: deliver client engagement and education--using the tools and systems available. 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.   

•  Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.  

ADDITIONAL ACCOUNTABILITIES 

• Performs special projects requiring a seasoned level of experience branch process knowledge. 

• Additional duties and responsibilities as required. 

• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.  Accountable to maintain compliance with applicable federal, state and local laws and regulations.  

• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial goals and objectives, leveraging phone, and in-person appointments. 

• Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants 

JOB REQUIREMENTS  

Required Qualifications: 

• Education level required: ​High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent​  (Add applicable additional detail i.e. field of study required or equivalent work experience if applicable).

• Minimum experience required: ​5+ Years​ of customer service and sales experience in the financial industry.

• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. 

• Abilit