Branch Banking - Client Consultant II - Float

Branch Banking Client Consultant II - Float travels between assigned branches to provide customers with high-quality, prompt, and professional financial services. 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. This role involves greater lending and basic investment interactions, participating 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. 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.
• 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.
• Ability to train and mentor others, including products and platform procedures.

Requirements

• Education: High School diploma, GED, HiSET, TASC, or foreign equivalent.
• Experience: 4–5 years of customer service and sales experience, including in the financial services industry.

Qualifications

• Preferred Qualifications:
  • Experience in the financial services industry.
  • Experience with using and demonstrating digital products and self-service technologies.
• Competencies:
  • 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: Focuses time and resources on what's important, eliminates roadblocks, and uses time efficiently.
  • Strong ability to build and maintain effective relationships with stakeholders through clear communication and collaboration.
  • Builds trusted client relationships by identifying needs and delivering tailored solutions.
  • 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

• Medical, dental, and vision insurance.
• Life and disability insurance.
• Comprehensive leave program.

For detailed information, visit Flagstar Bank Benefits.