Branch Banking Client Consultant II - Float

Flagstar Bank•Victorville, CA

About The Position

The Branch Banking Client Consultant II - Float travels between assigned branches to provide customers with prompt, professional financial services. The role delivers a high-quality client experience by resolving concerns and explaining products that meet clients’ financial needs. It focuses on client management and retention, and on connecting clients with bank partners such as Mortgage and Business Banking. The position also involves greater lending and basic investment interactions and participation in more complex banking conversations. The role supports branch growth and client acquisition, assists with account questions and complaints, delivers client engagement and education, and completes sales, service, and banking transactions accurately and compliantly. It also performs moderately complex special projects and other assigned duties, and maintains compliance with applicable laws, regulations, policies, and required training.

Requirements

High school diploma or equivalent, including GED, HiSET, TASC, or foreign equivalent.
4–5 years of customer service and sales experience, including experience in the financial services industry.
Ability to train and mentor others, including on products and platform procedures.
Ability to build and maintain effective relationships with clients and stakeholders through clear communication and proactive collaboration.
Ability to identify client needs and deliver tailored solutions.
Demonstrated competencies in action orientation, business acumen, approachability, problem solving, and priority management.

Nice To Haves

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

Responsibilities

Travel between assigned branches to provide prompt, professional financial services.
Support team growth targets for deposits, loans, non-interest income, and primary client acquisition.
Identify and deliver client introductions to appropriate team members to support sales initiatives and client needs.
Assist with account questions, problems, and complaints; research and communicate resolutions in a timely and effective manner.
Deliver client engagement and education.
Meet behavioral activity goals, including lead calling, setting and completing appointments, and meeting client needs.
Execute sales, service, and banking transactions accurately and compliantly, while striving to avoid controllable losses.
Perform moderately complex special projects and other assigned duties and responsibilities.
Complete required compliance training and adhere to applicable regulatory and compliance policies, standards, and laws.
Train and mentor others on products and platform procedures.