Branch Banking Client Consultant II - Weston FL

Flagstar Bank•Weston, FL

About The Position

The Branch Banking Client Consultant II provides a high-quality client experience by resolving concerns and explaining products in ways that address clients’ financial needs. The role focuses on client management and retention, and on introducing clients to banking partners, including Mortgage and Business Banking, so they can access expertise to support their financial goals. The position involves increased lending and basic investment interactions and participation in more complex banking conversations. The consultant supports branch sales and service goals, helps clients with account questions and concerns, and completes transactions accurately and in compliance with applicable requirements. The role also includes client engagement and education, activity goals such as campaign lead calls and appointments, mentoring others on products and platform procedures, and completing special projects and required compliance training.

Requirements

High school diploma or equivalent, including GED, HiSET, TASC, or foreign equivalent.
4–5 years of customer service and sales experience.
Ability to train and mentor others on products and platform procedures.
Action-oriented approach, initiative, energy, and sense of urgency.
Knowledge of products and the sales process, with an understanding of customer motivation and the marketplace.
Approachability and ability to build rapport.
Problem-solving skills, including rigorous analysis, effective listening, and identifying solutions.
Ability to prioritize effectively, remove roadblocks, and use 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.

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 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, including campaign lead calling and weekly appointment-setting, appointment-completion, and needs-met goals.
Execute sales, service, and banking transactions accurately and compliantly, while striving to avoid controllable losses.
Perform moderately complex special projects and other assigned duties.
Adhere to regulatory and compliance policies and standards, complete required compliance training, and maintain compliance with applicable laws and regulations.
Train and mentor others, including on products and platform procedures.