Branch Banking Client Consultant II

Flagstar Bank•South Bend, IN

About The Position

The Branch Banking Client Consultant II provides a high-quality client experience by resolving concerns and explaining products that address clients’ financial needs. The role focuses on client management and retention, and on introducing clients to bank partners such as Mortgage and Business Banking. It includes greater lending and basic investment interactions and participation in more complex banking conversations. The position supports sales and growth targets, assists clients with account questions and issues, and delivers client engagement and education. It also performs banking transactions accurately and in compliance with applicable policies, standards, and laws. The role may include moderately complex special projects and other duties.

Requirements

High school diploma or equivalent (GED, HiSET, 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.
Demonstrated ability to build and maintain effective relationships through clear communication and proactive collaboration.
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 financial growth targets, including deposits, loans, non-interest income, and primary client acquisition.
Identify and make appropriate client introductions to bank team members to support growth targets and sales initiatives.
Assist clients 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 set by Retail Leadership, including lead calling, setting and completing appointments, and meeting client needs.
Execute sales, service, and banking transactions accurately and compliantly, striving to avoid controllable losses.
Perform moderately complex special projects and additional duties and responsibilities.
Complete required compliance training and adhere to regulatory, compliance, and applicable federal, state, and local requirements.