Branch Banking Client Consultant II-Licensed

Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.

Requirements

• Support team efforts to achieve growth targets in financial performance
• Provide positive client experience
• Execute all sales, service, and banking transactions accurately and compliantly
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations
• Engage in discovery-based conversations and provide customized financial advice
• Ability to train and mentor others
• Life and Health Insurance Licenses (required within the first 90 days in role)
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam)
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam)
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)
• Action-oriented, Business Acumen, Approachability, Problem Solving, Priority Management

Benefits

• medical, dental, vision, life, and disability insurance
• comprehensive leave program