Branch Banking Client Consultant II- Licensed Banker
Flagstar Bank · Roslyn, NY · 2 wk ago
Finance$16.28–$25.06/hrFull-time
Job Responsibilities
- Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.
- Client Experience: 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. Delivers 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.
- Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
Job Requirements
- Required Qualifications: Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign EquivalentMinimum experience required: 4 – 5 years customer service and sales experience, (including in the financial Services industryRequires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation ZAbility to train and mentor others, including products and platform proceduresLife and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program) FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program) FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program) FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)
- Preferred Qualifications: Experience in financial services industry preferred.