Branch Banking Client Consultant II

Flagstar Bank•Akron, OH

13d

About The Position

The Branch Banking Client Consultant II provides a high-quality client experience by resolving concerns and explaining products that address 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 greater lending and basic investment interactions and participation in more complex banking conversations with clients. The consultant supports branch growth goals, helps clients with account questions and complaints, researches and communicates resolutions, and delivers client engagement and education. The role also includes carrying out banking transactions accurately and compliantly, completing assigned projects and duties, and following applicable regulatory and compliance requirements.

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.
Demonstrated ability to build and maintain effective relationships, communicate clearly, collaborate proactively, and deliver tailored client solutions.

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 other team members to support growth targets and sales initiatives.
Assist clients with account questions, problems, and complaints; research and communicate timely, effective resolutions.
Deliver client engagement and education.
Meet behavioral activity goals set by Retail Leadership, including lead calling and setting and completing appointments and meeting client needs.
Execute sales, service, and banking transactions accurately and compliantly, striving to avoid controllable losses.
Perform moderately complex special projects and additional assigned duties.
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 stakeholders through clear communication, proactive collaboration, and cross-functional insights.
Build trusted client relationships by identifying needs and delivering tailored solutions.
Support a positive work culture and productive work environment.