Branch Banking Client Consultant II Licensed

Flagstar Bank•Plainview, NY

1d•Onsite

About The Position

The Branch Banking Client Consultant II-Licensed provides a best-in-class experience by resolving client concerns and offering product details to meet financial needs. This role focuses on client management, retention, and making introductions to key bank partners (Mortgage, Business Banking) to ensure clients access experts for their financial goals. The position involves greater lending and basic investment interactions and participation in more complex banking conversations with clients.

Requirements

High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
4 – 5 years 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
Ability to train and mentor others, including products and platform procedures
Life 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)

Nice To Haves

Experience in financial services industry
Experience with using and demonstrating digital products and self-service technologies

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 initiative
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 and responsibilities as assigned
Consistently adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings
Accountable to maintain compliance with applicable federal, state and local laws and regulations
Demonstrated 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