Branch Banking Client Consultant II

Flagstar Bank•Smithtown, NC

5d•$17 - $27

About The Position

The Branch Banking Client Consultant II provides a high-quality client experience by resolving concerns and sharing product details focused on clients’ financial needs. The role emphasizes client management and retention, and introduces clients to bank partners, including Mortgage and Business Banking, so they can access relevant expertise. The position includes greater lending and basic investment interactions and participation in more complex banking conversations. The role supports branch sales and financial performance goals, helps clients with account questions and complaints, and executes banking transactions accurately and in compliance with applicable requirements. It also involves moderately complex special projects, additional duties as required, and adherence to regulatory and compliance policies and training requirements. The position is located in Smithtown, New York. The stated pay range is $17.12–$26.97. Flagstar provides access to medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Actual starting base pay depends on location, experience, and other permitted factors; total compensation may also include variable incentives, bonuses, commissions, or other awards.

Requirements

High school diploma or equivalent (GED, HiSET, TASC, or foreign equivalent).
Four to five years of customer service and sales experience.
Ability to train and mentor others on products and platform procedures.
Strong relationship-building, communication, collaboration, and client-needs identification skills.
Action orientation, business acumen, approachability, problem-solving ability, and priority-management skills.

Nice To Haves

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

Responsibilities

Support team efforts to achieve financial performance and primary client acquisition targets, including targets for deposits, loans, and non-interest income.
Identify and deliver appropriate client introductions to bank partners and other team members to support growth goals 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, and meet behavioral activity goals such as campaign lead calling and setting and completing appointments.
Execute sales, service, and banking transactions accurately and compliantly, striving to avoid controllable losses.
Perform moderately complex special projects and additional duties and responsibilities as required.
Adhere to regulatory and compliance policies and standards, complete required compliance training, and maintain compliance with applicable laws and regulations.
Build and maintain effective relationships with clients and stakeholders through clear communication, collaboration, and tailored solutions.
Support a positive work culture and productive work environment.