Branch Banking Client Consultant II

Flagstar Bank • South Bend, IN

4d • $17 - $27 • Onsite

About The Position

Branch Banking Client Consultant II provides a high-quality client experience by resolving concerns and sharing product information focused on clients’ financial needs. The role emphasizes client management and retention, and connecting clients with bank partners such as Mortgage and Business Banking so they can access expertise to help reach their financial goals. It involves greater lending and basic investment interactions and participation in more complex banking conversations.

The position supports sales and growth goals, provides timely assistance with account questions and complaints, and completes banking transactions accurately and in compliance with applicable requirements. It also includes moderately complex special projects and other duties as needed.

Requirements

• High school diploma, high school equivalency (GED, HiSET, or TASC), or foreign equivalent.
• 4–5 years of customer service and sales experience.
• Ability to train and mentor others, including on products and platform procedures.
• Action-oriented, energetic, and able to pursue challenging goals with a sense of urgency.
• Knowledge of products and sales processes, and awareness of marketplace strategies and customer motivations.
• Approachable communication style and ability to build rapport with others.
• Strong problem-solving skills, including rigorous analysis, listening, and identifying effective solutions.
• Ability to prioritize effectively, remove obstacles, and manage time efficiently.
• Ability to build and maintain stakeholder relationships through clear communication, proactive collaboration, and cross-functional insights.
• Ability to build trusted client relationships by identifying needs and delivering tailored solutions.
• Ability to support a positive work culture and productive environment.

Nice To Haves

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

Responsibilities

• Support team growth targets for deposits, loans, non-interest income, and primary client acquisition.
• Identify and make appropriate client introductions to bank partners and other team members to support growth targets and sales initiatives.
• Assist clients with account questions, problems, and complaints; research issues and communicate resolutions in a timely and effective manner.
• Deliver client engagement and education.
• Meet behavioral activity goals set by Retail Leadership, including campaign lead calling and setting and completing appointments to address client needs.
• Execute sales, service, and banking transactions accurately and compliantly, and strive to avoid controllable losses.
• Perform moderately complex special projects and additional duties as required.
• Follow applicable regulatory and compliance policies and standards, complete required compliance training, and maintain compliance with applicable laws and regulations.
• Train and mentor others on products and platform procedures.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Comprehensive leave program
• Variable incentives, bonuses, commissions, or other awards may be included in total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED