Branch Banking Client Consultant II

Location: New Hudson, MI 48165

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 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 lending, basic investment interactions, and more complex banking conversations with clients.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, loans, non-interest income) and primary client acquisition. Actively seek and facilitate client introductions to the right team members to meet growth targets and execute sales initiatives.
• Client Experience: Provide a positive client experience by assisting with account questions, problems, or complaints. Resolve issues through research and communication in a timely and effective manner. Deliver client engagement and education. Meet behavioral activity goals, including NextGen and marketing campaign lead calling, weekly appointments set, 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 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 on products and platform procedures.
• Preferred Qualifications:
  • Experience in the financial services industry.
  • Experience with 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. Sensitive to others' interpersonal needs.
• Problem Solving: Uses logic to solve difficult problems, gathers 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 to drive strategic results.
• Builds trusted client relationships by identifying needs and delivering tailored solutions. 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 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.