Branch Banking Client consultant - Syosset NY; Part-Time

Position Title

Branch Banking Client consultant I - Syosset NY (Part-Time)

Syosset, NY 11791

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. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiatives.
• Client
  
  Experience:
  
  Provide positive client experience by assisting with account questions, problems, and/or complaints and through research and communication resolve issues in a timely and effective manner. Deliver client engagement and education. Meet behavioral activity goals as defined by Retail Leadership, including, but not limited to introductions.
• Risk Management:
  
  Deliver timely and accurate daily financial transactions; strive for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.

• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

• Education level required:
  High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required:
  Less than 2 years of customer service and sales experience.

• Experience in Financial Services Industry.

• Action‑oriented – Enjoys working hard, is action oriented and full of energy for challenging tasks. Not fearful of acting with minimum planning. Seizes opportunities more readily by aggressively 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.
• Approachability – Easy to approach and talk to. Spends extra effort to put others m, pleasant, and gracious. Sensitive to and patient with the interpersonal anxieties of others. 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 and does not stop at the first answers. Good listener and early knower, gathering informal and incomplete information to act timely.
• Priority Management – Spends his/her time and the time of others on what is important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.
• Relationship Building – Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging…