Branch Banking Client Consultant I

Position Title Branch Banking Client Consultant I Location Plainview, NY 11803 Job Summary 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. Job Responsibilities: JOB RESPONSIBILITIES     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 initiative   Client Experience : Provide positive client experience by   assisting   with   account   questions,   problems   and/or complaints and through research and communication resolve in   a timely   and effective manner. Delivers 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; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.   ADDITIONAL   ACCOUNTABILITIES   Performs special projects, and   additional   duties and responsibilities as   required .   C onsistently adhere s   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 a n d regulations.    JOB REQUIREMENTS    Required Qualifications:   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 .   Preferred Qualifications:   Experience in Financial Services Industry.    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…