Branch Banking Client Consultant II

Position Title Branch Banking Client Consultant II Location Van Wert, OH 45891 Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. 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. 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, 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   more moderately complex   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 :   4 – 5 years   customer service and sales experience . Ability to train and mentor others, including products and platform procedures. Preferred Qualifications :   Experience in   financial   services industry preferred.     Experience with using and   demonstrating   digital products and self-service technologies   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…