Branch Banking Client Consultant II - Doral FL

Flagstar Bank•Doral, FL

6d•$17 - $27

About The Position

The Branch Banking Client Consultant II provides a high-quality client experience by resolving concerns and explaining products to help meet clients’ financial needs. The role focuses on client management and retention, as well as introducing clients to bank partners such as Mortgage and Business Banking so they can access experts who can help them achieve their financial goals. The position involves increased lending and basic investment interactions and participation in more complex banking conversations with clients. The consultant supports team sales and growth objectives, delivers client education and service, handles banking transactions accurately and compliantly, and completes special projects and other assigned responsibilities. The role also requires adherence to regulatory and compliance policies, standards, and applicable laws.

Requirements

High school diploma or equivalent, including 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.
Ability to build and maintain effective stakeholder relationships through clear communication and proactive collaboration.
Ability to identify client needs and provide tailored solutions.
Competencies include action orientation, business acumen, approachability, problem solving, and priority management.

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 sales goals and 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, including campaign lead calling and appointment-setting and completion targets.
Execute sales, service, and banking transactions accurately and compliantly, while striving to prevent controllable losses.
Perform moderately complex special projects and other duties and responsibilities as required.
Adhere to regulatory and compliance policies and standards, complete required compliance training, and maintain compliance with applicable federal, state, and local laws and regulations.
Train and mentor others on products and platform procedures.
Build and maintain effective relationships with internal and external stakeholders through clear communication and proactive collaboration.
Identify client needs and deliver tailored solutions to build trusted relationships and improve the client experience.
Support a positive work culture and productive work environment.