Branch Banking-Client Consultant II
The 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.
Pay Range:
$19.
13 - $23.
91 - $28.
69 Recommended Skills Series 7 General Securities Representative License (Stockbroker) Financial Industry Regulatory Authorities Wealth Management Investment Advisory Investments Series 65 Uniform Registered Investment Adviser Law License (Ria) Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
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.
Pay Range:
$19.
13 - $23.
91 - $28.
69 Recommended Skills Series 7 General Securities Representative License (Stockbroker) Financial Industry Regulatory Authorities Wealth Management Investment Advisory Investments Series 65 Uniform Registered Investment Adviser Law License (Ria) Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
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