Branch Banking Client Consultant III - Licensed

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, NextGen 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 at ease. Can 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 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 doesn't stop at the first answers. Is a 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 on what's important.  Can quickly sense what will help or hinder accomplishing a goal.  Eliminates roadblocks and creates focus.  Uses his/her time effectively and efficiently and values time.  Gets more done in less time than others and can attend to a broader range of activities.

• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. 

• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience. 

• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders. 

• Physical demands (ADA): ​The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.​