Branch Banking Client Consultant III - Licensed - Coral Springs, FL

Job description

Position Title Branch Banking Client Consultant III - Licensed - Coral Springs, FL Location: Coral Springs, FL 33065-5042 Job Summary: A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards. 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: P...