Branch Banking Client Consultant

Position Title

Branch Banking Client Consultant I

Menominee, MI 49858

The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates.

This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and adherence to bank policies, procedures, and regulatory requirements.

• Sales Performance: Support team efforts to achieve growth targets in financial performance (all Teller related functions) and primary client acquisition. Activelyseekand deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative

• Client Experience :
  Provide positive client experience byassistingwithaccountquestions,problems and/or complaints and through research and communication resolve ina timelyand effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, butnot limited to introductions.

• Risk Management :
  Delivertimelyandaccuratedaily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.

• Performs special projects, andadditionalduties and responsibilities as required.

• Consistently adheresto regulatory and compliance policies and standards linked to the job as listedand complete required compliancetrainings.
  
  Accountable tomaintaincompliance with applicable federal,stateand local laws and regulations.

• Education level required:
  
  High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.

• Minimum experience required:
  
  Less than 2 yearsofcustomer service and sales experience.

• Experience in Financial Services Industry.

• Action-oriented - Enjoys working hard, isaction 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 othersby 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 ofothers.
  
  Builds rapport well.

• Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious anddoesn’tstop at the first answers.
  
  Isa good listener and early knower, gathering informal and incomplete information in time to do something about it.

• Priority Management - Spends his/her time and the time of others onwhat’simportant.
  
  Can quickly sense what will help or hinderaccomplishinga goal.
  
  Eliminates roadblocks and creates focus.
  
  Useshis/her time effectively and efficiently and values time.
  
  Gets more done in less time than others and canattend toa broader range of activities.

• Demonstrates a strong ability to build andmaintaineffective relationships with stakeholders by communicating clearly,engaging in proactive…