Branch Banking Client Consultant III - Licensed

## Branch Banking Client Consultant III - Licensed Apply locations:
Boca Raton/20423 State Road 7/110646time type:
Full time posted on:
Posted Yesterday job requisition :
20245
** Position Title
** Branch Banking Client Consultant III - Licensed
** Location
* * Boca Raton, FL
** Job Summary
** A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.
*
* Job Responsibilities:

**** 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, Next Gen 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.
* Minimum experience required: 5+ Years of customer service and sales experience in the financial industry.
* Ability to train and mentor others, including products and platform procedures.
* Experience in participating in sales campaigns/promotions.
* Experience with using and demonstrating digital products and self-service technologies.
* Life and Health Insurance Licenses (required within the first 90 days in role.  Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
* FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam.  Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
* FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam.  Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
* FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
** Job

Competencies:

**
* ** Action-oriented** - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results.  Possesses a sense of urgency.
* ** Business Acumen** - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.
* ** Approachability** - Is easy to approach and talk to.  Spends the extra effort to put others  be warm, pleasant, and gracious.  Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.
* ** Problem Solving** - Uses rigorous logic and methods to solve…