Branch Banking Client Consultant II

About the role

Branch Banking Client Consultant II provides best-in-class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will 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 achieve growth targets and execute successful sales initiatives.
• Client Experience: Provide positive client experience by assisting with account questions, problems, and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, 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. Strives for no controllable losses.
• Performs more moderately complex special projects and additional duties as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job and completes required compliance trainings.
• Accountable to maintain compliance with applicable federal, state, and local laws and regulations.

Requirements

• Education: High School diploma, GED, HiSET, TASC, or foreign equivalent.
• Experience: Minimum 4–5 years of customer service and sales experience.
• Ability to train and mentor others, including products and platform procedures.

Qualifications

• Preferred: 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 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 rigorous logic to solve difficult problems; looks beyond the obvious and gathers informal information proactively.
• Priority Management: Spends time on what's important, eliminates roadblocks, and creates focus. Values time and gets more done efficiently.
• Builds and maintains effective relationships with stakeholders, aligning efforts with enterprise goals.
• Fosters a positive work culture and productive 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.