Branch Banking Client Consultant II

Flagstar Bank • Akron, OH

1d • $17 - $27

About The Position

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

The role supports branch growth and client acquisition, handles account questions and complaints, and conducts research and follow-up to resolve issues in a timely and effective manner. It also requires accurate, compliant execution of transactions and adherence to applicable policies, laws, regulations, and required training. The consultant may perform moderately complex special projects and other assigned 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 on products and platform procedures.
• Strong relationship-building, communication, collaboration, and client-service capabilities.
• Ability to execute banking transactions accurately and in compliance with applicable requirements.

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 deliver appropriate client introductions to bank 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, and meet behavioral activity goals such as campaign 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 duties and responsibilities as required.
• Complete required compliance training and comply with regulatory policies, standards, and applicable federal, state, and local laws and regulations.
• Build and maintain effective relationships with clients and stakeholders through clear communication and collaboration.
• Identify client needs and deliver tailored solutions to enhance the client experience.
• Support a positive work culture and productive work environment.

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