Branch Banking Client Consultant I- Float

Position Title

Branch Banking Client Consultant I
- Float

Location

Yonkers, NY 10710

Job Summary

Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.

Job Responsibilities:

JOB RESPONSIBILITIES

• Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) 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 byassistingwith account questions,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 Leadershipincluding butnot limited to referrals.

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

ADDITIONAL ACCOUNTABILITIES

• Performs special projects, andadditionalduties and responsibilities as required.

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

JOB REQUIREMENTS

Required Qualifications:

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

• Minimum experience required:0 – 3 yearsof customer service and sales experience.

Preferred Qualifications:

• Experience infinancialservices industry.

Job

Competencies:

• 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.
  
  Eliminatesroadblocks and creates focus.
  
  Uses his/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 collaboration, andleveragingcross functionalinsights.
  
  Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.

• Buildstrusted client relationships, whether internal or external, byidentifyingneeds and delivering tailored solutions to enhance the overall client experience.

• Fosters orsupportsa positive work culture and productive work…