Enable America Jobs

Ohio Means Jobs Cleveland|Cuyahoga County is sourcing a Client Consultant II for a local community bank branch. Position Responsibilities: - Provide best-in-class customer service experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients - Focus on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure customers have access to experts who can help them achieve their financial goals - 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 - 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 - Deliver 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 - Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses. - Perform more moderately complex special projects, and additional duties and responsibilities as required. - Consistently adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. - Maintain compliance with applicable federal, state and local laws and regulations. Position Requirements: - High School / High School Equivalency (GED, HiSET, TASC) or foreign equivalent, required - 4 to 5 years customer service and sales experience, (including in the financial services industry, required - National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, preferred. NMLS registration can be completed after job entry date - Ability to train and mentor others, including products and platform procedures - Experience with using and demonstrating digital products