Branch Banking - Client Consultant II

About the role

Branch Banking Client Consultant II provides a best-in-class experience by resolving concerns and providing various product details that focus on meeting the financial needs of clients. This position focuses on client management, client 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. The role involves greater lending and basic investment interactions and participation in more complex banking conversations with clients.

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 initiatives.
• Client Experience: Provide a positive client experience by assisting with account questions, problems, and/or complaints through research and communication, resolving issues in a timely and effective manner. Deliver client engagement and education. Meet behavioral activity goals as defined by Retail Leadership, including 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. Strive for no controllable losses.
• Perform moderately complex special projects and additional duties as required.
• Consistently adhere to regulatory and compliance policies and standards linked to the job and complete required compliance trainings.
• Maintain compliance with applicable federal, state, and local laws and regulations.
• Train and mentor others, including products and platform procedures.

Requirements

• Education: High School diploma, GED, HiSET, TASC, or foreign equivalent.
• Experience: 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 action-oriented, and full of energy for challenging tasks. Seizes opportunities aggressively and enthusiastically to achieve results. Possesses a sense of urgency.
• Business Acumen: Knows products and understands the sales process. Aware of how strategies and tactics work in the marketplace and what motivates customers. Has the courage and aspiration to innovate.
• Approachability: Is easy to approach and talk to. Builds rapport well and is sensitive to interpersonal anxieties.
• Problem Solving: Uses rigorous logic to solve difficult problems. Probes all sources for answers, sees hidden problems, and looks beyond the obvious. Is a good listener and gathers informal information proactively.
• Priority Management: Spends time on what's important, eliminates roadblocks, and creates focus. Uses time effectively and efficiently, valuing time and achieving more in less time.
• Builds and maintains effective relationships with stakeholders through clear communication and proactive collaboration. Aligns relationship-building efforts with enterprise goals to drive strategic results.
• Builds trusted client relationships by identifying needs and delivering tailored solutions to enhance the client experience.
• Fosters a positive work culture and productive work environment, emphasizing effective relationships with customers and stakeholders.

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, as well as a comprehensive leave program. Detailed information about benefits.