Branch Banking - Client Consultant II - Licensed

Location: Mayfield Heights, OH 44124-3228

About the role

The Branch Banking Client Consultant II - Licensed provides a best-in-class experience by resolving concerns and offering product details that meet clients' 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. The position involves greater lending and basic investment interactions, as well as participation 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 to resolve 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.
• Demonstrate the ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial goals and objectives, leveraging phone and in-person appointments.
• Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.
• 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.
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Life and Health Insurance Licenses (required within the first 90 days in role).
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam).
• FINRA License Series 6 (required within 90 days of passing the Security Industry Essentials exam).
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).

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.
• Approachability: Easy to approach and talk to. Builds rapport well and is sensitive to others' interpersonal anxieties.
• Problem Solving: Uses rigorous logic to solve difficult problems. Probes all sources for answers and looks beyond the obvious.
• Priority Management: Spends time on what's important, eliminates roadblocks, and creates focus. Values time and gets more done efficiently.
• Strong ability to build and maintain effective relationships with stakeholders through clear communication and proactive 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

Pay Range: $18.34 - $27.68 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.