Branch Banking Client Consultant II

Flagstar Bank•Woodhaven, MI

11d•$17 - $27•Onsite

About The Position

The Branch Banking Client Consultant II provides a high-quality client experience by resolving concerns and explaining products that meet clients’ financial needs. The role focuses on client management and retention, and on connecting clients with bank partners such as Mortgage and Business Banking. It involves increased lending and basic investment interactions and participation in more complex banking conversations. The position supports branch growth, client acquisition, education, and compliant transaction processing, and may perform moderately complex special projects and other assigned duties.

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, including on products and platform procedures.
Strong relationship-building, communication, collaboration, and client-service capabilities.
Ability to address client needs and deliver tailored solutions that enhance the client experience.

Nice To Haves

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

Responsibilities

Support team financial growth targets for deposits, loans, non-interest income, and primary client acquisition.
Identify client needs and make appropriate introductions to bank partners and other team members to support sales initiatives and growth targets.
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 calls, appointments set and completed, and needs met.
Execute sales, service, and banking transactions accurately and in compliance with applicable requirements, while striving to avoid controllable losses.
Perform moderately complex special projects and other assigned duties and responsibilities.
Adhere to regulatory and compliance policies and standards, complete required compliance training, and comply with applicable 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, proactive collaboration, and tailored client solutions.
Foster a positive work culture and productive work environment.