Personal Banking Consultant II - Clifton, NJ

Lakeland Bank Clifton , NJ 07015

Posted 5 months ago


As a Personal Banking Consultant II at Lakeland Bank your focus is to provide outstanding service to all clients as well as the supervising and providing sales coaching to the branch team in the absence of the manager. The Personal Banking Consultant coordinates all -customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.

Key Responsibilities:

  • Coach and motivate branch team in the absence of the manager to achieve goals

  • Supervise all activities in the branch in the absence of the manager

  • Refer retail credit products and services

  • Promote applications including types of loans available, rate and fees, processing and closing requirements

  • Identify sales and referral opportunities both in traditional and non-traditional bank product areas

  • Achieve cross-selling goals

  • Deliver a "one stop" customer assistance approach

  • Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine

  • Order and ship currency and coin

  • Monitor and promote sales activity contests


Skills Required:

  • Minimum of 2 year of related experience, prior teller experience is preferred

  • Prior supervisory skills

  • Ability to lead, motivate and encourage others

  • Exceptional customer service skills

  • Proven sales experience with a willingness to cross-sell the bank's various products and services

  • Poised, positive, professional demeanor at all times

  • Reliable and dependable in their work and attendance

  • Ability to function as a team member and works well independently. Self-motivated

  • Working knowledge of Microsoft Office, Word, Excel, Outlook

  • Willing and able to work in branch locations within a reasonable distance from assigned locations on a temporary basis as required

  • Eligible to register with NMLS (Nationwide Mortgage Licensing System & Registry)

  • Must be bondable

Employment Eligibility

All Lakeland Bank employees must be bondable. FBI background checks are required to confirm eligibility for bonding.

Note: A guilty plea or criminal conviction will not necessarily preclude employment at Lakeland Bank.

Scheduled Hours

Please be sure that you have the availability to work this schedule before applying


Start time

End time



Alternate week (if applicable)


Alternate week (if applicable)


Alternate week (if applicable)


Alternate week (if applicable)


Alternate week (if applicable)


Alternate week (if applicable)


Alternate week (if applicable)

Total hours for the week

Overtime - as needed


Scheduled hours subject to chage.

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Personal Banking Consultant II - Clifton, NJ

Lakeland Bank