Job Summary
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.
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.
•
Performs more moderately complex special projects, and additional duties and
responsibilities as required. Consistently adheres 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 and
regulations.
•
Job Requirements:
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent,
required
•
4 – 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 and self-service technologies,
preferred
•
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and
disability insurance, as well as a comprehensive leave program.
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.
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.
•
Performs more moderately complex special projects, and additional duties and
responsibilities as required. Consistently adheres 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 and
regulations.
•
Job Requirements:
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent,
required
•
4 – 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 and self-service technologies,
preferred
•
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and
disability insurance, as well as a comprehensive leave program.
