Branch Banking - Client Consultant II

Location: Shaker Heights, OH 44122-3613

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 their financial needs. This role focuses on client management, retention, and connecting clients with key bank partners (Mortgage, Business Banking) to help them achieve their financial goals. You will engage in lending, basic investment interactions, and more complex banking conversations.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, loans, non-interest income) and primary client acquisition. Actively introduce clients to the right team members to meet growth targets and execute sales initiatives.
• Client Experience: Provide a positive client experience by addressing account questions, problems, or complaints through research and timely communication. Deliver client engagement and education. Meet behavioral activity goals set by Retail Leadership, including NextGen and marketing campaign lead calling, weekly appointments, and needs fulfillment.
• 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.
• Maintain compliance with regulatory and internal policies, completing required training.
• Adhere to applicable federal, state, and local laws and regulations.

Requirements

• Required Qualifications:
  • High School diploma, GED, HiSET, TASC, or foreign equivalent.
  • 4–5 years of customer service and sales experience.
  • Ability to train and mentor others on products and platform procedures.
• Preferred Qualifications:
  • Experience in the financial services industry.
  • Experience demonstrating digital products and self-service technologies.

Skills

• Action-oriented: Enjoys working hard, seizes opportunities, and acts with urgency to achieve results.
• Business Acumen: Understands products, sales processes, and customer motivations. Aspires to innovate in the marketplace.
• Approachability: Builds rapport easily, is warm and patient, and puts others at ease.
• Problem Solving: Uses logic to solve complex problems, gathers incomplete information proactively, and looks beyond obvious solutions.
• Priority Management: Focuses on what’s important, eliminates roadblocks, and uses time efficiently to accomplish goals.
• 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 medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. For detailed information, visit Benefits | Flagstar Bank.