Branch Banking Client Consultant II Licensed

Location: Woodbury, NY 11797

About the role

Provides a best-in-class experience by resolving concerns and offering various product details to meet the financial needs of clients. 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 position 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. Complete required compliance trainings.
• Maintain compliance with applicable federal, state, and local laws and regulations.
• Demonstrate 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.

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.
• Ability to train and mentor others, including products and platform procedures.
• Licenses (required within the first 90 days in role):
  • Life and Health Insurance Licenses (failure to pass or attempt will result in removal from the program).
  • 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 aggressively and enthusiastically to achieve results. Possesses a sense of urgency.
• Business Acumen: Knows products and understands the sales process. Aware of marketplace strategies and what motivates customers. Courageous and aspirational in doing things differently.
• Approachability: Easy to approach and talk to. Builds rapport well and is warm, pleasant, and gracious. Sensitive and patient with interpersonal anxieties.
• Problem Solving: Uses rigorous logic to solve difficult problems with effective solutions. Probes all fruitful sources for answers and sees hidden problems. Excellent at honest analysis and looks beyond the obvious.
• Priority Management: Spends time on what's important. Quickly senses what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses time effectively and efficiently.
• Strong ability to build and maintain effective relationships with stakeholders through clear communication, proactive collaboration, and leveraging cross-functional insights. Aligns relationship-building efforts with enterprise goals.
• Builds trusted client relationships by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work 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 about benefits.