Branch Banking Client Consultant I

About the role

The Branch Banking Client Consultant I greets clients entering the branch, understands their financial goals and delivers the services they need. This position processes transactions accurately while supporting the branch’s sales and service objectives.

Key responsibilities

• Support team efforts to achieve growth targets in deposits, loans and non‑interest income.
• Introduce clients to appropriate team members and execute sales initiatives.
• Provide positive client experience by answering account questions, resolving problems and handling complaints.
• Deliver client engagement and education, meet referral and behavioral activity goals.
• Process daily financial transactions accurately and timely, adhering to risk‑management standards.
• Maintain compliance with bank policies, regulations and complete required trainings.
• Participate in special projects and additional duties as assigned.

Required profile

• High school diploma or equivalent.
• 0–3 years of customer service or sales experience, preferably in financial services.
• Action‑oriented, strong business acumen and approachable demeanor.
• Problem‑solving mindset and ability to work under urgency.

Required skills