Webster Bank

Webster Bank

Branch Banking Consultant

Location : Florida, NY, 10921

Job Type : Other

Date Posted : 14 April 2026

Job Description for Branch Banking Consultant:

The Branch Banking Consultant position involves serving customers at the Banking Center and aiding the team in reaching sales, service, and operational objectives following Webster's Strategic Guidelines. Responsibilities include handling all financial transactions for customers in compliance with the Bank's rules and regulations. Furthermore, the role utilizes effective communication and attentive listening abilities to understand customers' financial requirements, build trust, maximize sales prospects, create leads, offer superior customer service, and cultivate enduring partnerships with different business sectors through cooperation and communication. It also involves overseeing and mentoring other Relationship Bankers.

Responsibilities for Branch Banking Consultant:

  • Efficiently responding to customers' needs in a timely and accurate manner is dependent on maximizing available resources and tools.
  • Assessing the requirements of customers and presenting suitable financial services and products by engaging in conversations focused on their needs, with the aim of fostering and enhancing connections.
  • Carry out day-to-day teller operations like depositing money, withdrawing funds, cashing checks, repaying loans, and fulfilling other transactional requirements.
  • Enhance the segmentation strategy by implementing sales, retention, and additional bank initiatives to achieve the growth and profitability goals of the Banking Center.
  • The expectation is to achieve or surpass both personal and team goals in sales, service, and operations.
  • Ensuring adherence to both Federal and State regulations along with internal bank policies and procedures, meeting or surpassing expectations set by branch audits and assessments of operational efficiency.
  • Provide assistance in supervising banking center colleagues through coaching support for fellow bankers. Take on a mentoring role and assist in the onboarding of new team members.

Qualifications, Employment History, and Competency Overview:

  • While a high school diploma or GED is required, candidates with an Associate's or Bachelor's degree are preferred.
  • Experience in customer sales and service for a period of 2 to 4 years, with a preference for 1 to 2 years in a supervisory role. Proven track record in effectively guiding, training, and inspiring others.
  • Full awareness of the spectrum of products and services offered.
  • Stays up to date with all the systems employed for branch transaction processing.
  • Projects excellent customer service skills and a knack for supporting teamwork, ultimately nurturing a positive work environment.
  • Capability to accommodate a versatile and/or shifting timetable. Might need to work on weekends and beyond typical work hours. Travel may be necessary to different Banking Centers.

Benefits for Branch Banking Consultant:

  • Inclusive health insurance encompassing medical, dental, and vision benefits.
  • Retirement fund options facilitated by employers.
  • Paid time off, which encompasses vacation days, personal leave, and officially observed company holidays.
  • Through the Employee Assistance Program (EAP), employees can access discreet support and resources to address various issues.
  • Advancement chances for career growth and professional enhancement.
  • Educational and training programs to aid in the ongoing development of skills.
  • Work-life balance programs are tailored according to individual job responsibilities and the requirements of the company.

About Us:

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, and Excellence are Webster's values; these set us apart as a bank and as an employer.

Equal Employment Opportunity:

Equal employment chances will be extended to all competent applicants irrespective of race, color, religion, gender, sexual orientation, national origin, disability, protected veteran status, or any other characteristic protected by the law.

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