Branch Banking - Client Consultant II

About the role

As a Branch Banking Client Consultant II, you will provide a best-in-class experience by resolving client concerns and offering product details that meet financial needs. You will focus on client management, retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure clients have access to experts who can help them achieve their financial goals. This position involves greater lending and basic investment interactions, as well as participation in more complex banking conversations with clients.

Responsibilities

• 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 initiatives.
• Provide a positive client experience by assisting with account questions, problems, and/or complaints, resolving them in a timely and effective manner.
• Deliver client engagement and education, meeting behavioral activity goals as defined by Retail Leadership (e.g., NextGen and marketing campaign lead calling, weekly appointments set/completed, and needs met).
• Execute all sales, service, and banking transactions accurately and compliantly, striving for no controllable losses.
• Perform moderately complex special projects and additional duties as required.
• Adhere to regulatory and compliance policies and standards, completing required compliance trainings.
• Maintain compliance with applicable federal, state, and local laws and regulations.
• Train and mentor others on products and platform procedures.

Requirements

• High School diploma, GED, HiSET, TASC, or foreign equivalent.
• Minimum of 4–5 years of customer service and sales experience.

Preferred Qualifications

• Experience in the financial services industry.
• Experience with using and demonstrating digital products and self-service technologies.

Skills

• Action-oriented: Enjoys working hard, is energetic, and seizes opportunities with a sense of urgency.
• Business Acumen: Understands products, sales processes, and customer motivations; aspires to innovate in the marketplace.
• Approachability: Easy to talk to, warm, and builds rapport well.
• Problem Solving: Uses logic to solve difficult problems, gathers incomplete information proactively, and looks beyond the obvious.
• Priority Management: Focuses on what’s important, eliminates roadblocks, and uses time efficiently.
• Builds and maintains effective relationships with stakeholders, aligning efforts with enterprise goals.
• Fosters a positive work culture and productive environment.

Physical Demands

No unusual physical exertion is involved.

Pay

Pay Range: $17.12 - $26.97 per hour.

Benefits

Flagstar provides teammates access to a variety of benefits, including:

• Medical, dental, vision, life, and disability insurance.
• A comprehensive leave program.

For detailed information, visit Flagstar Bank Benefits.