Branch Banking – Client Consultant II

Van Wert, OH 45891

About the role

As a Branch Banking Client Consultant II, you will provide a best-in-class experience by resolving concerns and offering various product details to meet the financial needs of our clients. 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 achieve growth targets and execute successful sales initiatives.
• Client Experience: Provide a positive client experience by assisting with account questions, problems, and/or complaints through research and communication, resolving issues 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.
• Perform moderately complex special projects and additional duties as required.
• Consistently adhere to regulatory and compliance policies and standards linked to the job, and complete required compliance trainings. Maintain compliance with applicable federal, state, and local laws and regulations.

Requirements

• Required Qualifications:
  • High School diploma or equivalent (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 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. Courageous and aspirational in doing things differently.
• Approachability: Easy to approach and talk to. Builds rapport well and is sensitive to interpersonal anxieties.
• Problem Solving: Uses rigorous logic to solve difficult problems. Probes all sources for answers and looks beyond the obvious. Excellent at honest analysis and early identification of issues.
• Priority Management: Focuses time and effort on what’s important. Eliminates roadblocks and creates focus. Values time and gets more done efficiently.
• Builds and maintains effective relationships with stakeholders through clear communication and proactive collaboration. Aligns relationship-building efforts with enterprise goals.
• Builds trusted client relationships by identifying needs and delivering tailored solutions to enhance the client experience.
• Fosters a positive work culture and productive environment, emphasizing effective relationships with customers and stakeholders.

Physical Demands

No unusual physical exertion is involved.

Pay

$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. Learn more about benefits.