Branch Banking Client Consultant II - Float - Harrison, NJ

Flagstar Bank•Harrison, NY

4d•Hybrid

About The Position

The Branch Banking Client Consultant II - Float travels between assigned branches to provide customers with high-quality, prompt, and professional financial services. This role focuses on delivering a best-in-class experience by resolving concerns and detailing product information to meet clients' financial needs. The position emphasizes client management, retention, and facilitating introductions to key bank partners (Mortgage, Business Banking) to ensure clients have access to experts who can help them achieve their financial goals. This role involves more complex banking conversations, including greater lending and basic investment interactions.

Requirements

High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent education level.
4 – 5 years of customer service and sales experience, including in the financial services industry.
Ability to train and mentor others, including products and platform procedures.
May require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.

Nice To Haves

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

Responsibilities

Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.
Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiatives.
Provide positive client experience by assisting with account questions, problems, and/or complaints, and resolving them in a timely and effective manner through research and communication.
Deliver client engagement and education.
Meet behavioral activity goals as defined by Retail Leadership, including NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed, and needs met.
Execute all sales, service, and banking transactions accurately and compliantly.
Strive for no controllable losses.
Perform moderately complex special projects and additional duties and responsibilities as required.
Consistently adhere to regulatory and compliance policies and standards linked to the job and complete required compliance trainings.
Maintain compliance with applicable federal, state, and local laws and regulations.