Branch Banking Client Consultant II

About the Role

The Branch Banking Client Consultant II provides best-in-class client experiences by resolving concerns, offering product details, and focusing on meeting financial needs. This role emphasizes client management, retention, and introductions to key bank partners (Mortgage, Business Banking) to help clients achieve their financial goals. The position involves greater lending and basic investment interactions, as well as participation in more complex banking conversations.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance (deposits, loans, non-interest income) and primary client acquisition. Actively seek and deliver client introductions to the right team members to achieve growth targets and execute successful sales initiatives.
• Client Experience: Provide positive client experiences by resolving account questions, problems, and complaints through research and communication. Deliver client engagement and education. Meet behavioral activity goals, including lead calling, setting and completing appointments, and meeting client needs.
• 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. Consistently adhere to regulatory and compliance policies, complete required trainings, and maintain compliance with applicable laws and regulations.

Requirements

• Education: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Experience: 4–5 years of customer service and sales experience. Ability to train and mentor others on products and platform procedures.
• Preferred: Experience in the financial services industry and with digital products and self-service technologies.

Qualifications

• Action-Oriented: Enjoys working hard, is full of energy, and seizes opportunities with a sense of urgency.
• Business Acumen: Understands products, sales processes, and market strategies. Motivated to innovate in the marketplace.
• Approachability: Easy to approach, warm, and gracious. Builds rapport and is sensitive to others’ anxieties.
• Problem Solving: Uses rigorous logic to solve complex problems, gathers insights, and looks beyond obvious solutions.
• Priority Management: Focuses on what’s important, eliminates roadblocks, and manages time effectively to achieve goals.
• Relationship Building: Builds trusted relationships with clients and stakeholders, aligns efforts with enterprise goals, and fosters a positive work culture.

Physical Demands

No unusual physical exertion is involved.

Location

Smithtown, NY 11787

Pay Range

$17.12 - $26.97

Flagstar is an Equal Opportunity Employer - Vets/Disabled. Benefits include medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.