Branch Banking Client Consultant II - Boynton Beach, FL

Flagstar Bank•Boynton Beach, FL

1d•Onsite

About The Position

The Branch Banking Client Consultant II is responsible for delivering a best-in-class client experience by resolving concerns and providing detailed product information to meet clients' financial needs. This role focuses on client management, retention, and facilitating introductions to key bank partners such as Mortgage and Business Banking, ensuring clients have access to experts for their financial goals. The position involves more significant lending and basic investment interactions, as well as participation in more complex banking conversations with clients.

Requirements

High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
4 – 5 years customer service and sales experience, including in the financial services industry
Requires 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.
Ability to train and mentor others, including products and platform procedures

Nice To Haves

Experience in financial services industry preferred.
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 initiative.
Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.
Deliver client engagement and Education.
Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, 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 more moderately complex special projects, and additional duties and responsibilities as required.
Consistently adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.
Maintain compliance with applicable federal, state and local laws and regulations.