Branch Banking Client Consultant II - Licensed

About the role

Branch Banking Client Consultant II - Licensed in Livonia, MI 48152 provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of clients. Focuses on client management, client 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 will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

Responsibilities

• 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.
• 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.
• Deliver 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.
• Execute all sales, service, and banking transactions accurately and compliantly; strive for no controllable losses.
• Perform more 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 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 / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience: 4–5 years customer service and sales experience, including in the financial services industry.
• Ability to train and mentor others, including products and platform procedures.
• 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 SIE exam).
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).

Qualifications

• Experience in financial services industry preferred.
• 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.
• Business Acumen – knows products and understands sales process; aware of marketplace strategies and customer motivations.
• Approachability – easy to approach and talk to; builds rapport well.
• Problem Solving – uses rigorous logic and methods to solve difficult problems; good listener and early knower.
• Priority Management – spends time on what’s important; eliminates roadblocks and creates focus.
• Relationship Building – demonstrates strong ability to build and maintain effective relationships with stakeholders; aligns with enterprise goals.
• Client Relationships – builds trusted client relationships by identifying needs and delivering tailored solutions.
• Work Culture – fosters or supports a positive work culture and productive work environment.

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. For details, see Benefits | Flagstar Bank.

Pay

Pay range: $18.34 – $27.68 per hour.