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 concerns and offering product details that meet clients' financial needs. This role focuses 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. You will engage in greater lending and basic investment interactions and participate 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 meet growth targets and execute successful sales initiatives.
- Client Experience: Provide a positive client experience by assisting with account questions, problems, and/or complaints. Resolve issues through research and communication 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.
- Additional Accountabilities: Perform moderately complex special projects and additional duties as required. Adhere to regulatory and compliance policies and standards, and complete required compliance trainings. Maintain compliance with 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, including products and platform procedures.
- 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: Knows products and understands the sales process. Aware of marketplace strategies and customer motivations.
- Approachability: Easy to approach and talk to; builds rapport well and puts others at ease.
- Problem Solving: Uses logic to solve difficult problems, probes for answers, and looks beyond the obvious.
- Priority Management: Focuses on what's important, eliminates roadblocks, and uses time efficiently.
- Relationship Building: Builds and maintains effective relationships with stakeholders, aligns efforts with enterprise goals, and fosters a positive work culture.
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. For detailed information, visit Benefits | Flagstar Bank.