Branch Banking Client Consultant II

Flagstar Bank•Woodhaven, NY

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. The position supports sales and growth targets, assists clients with account questions and complaints, and helps clients understand banking services. It also performs moderately complex special projects and additional duties while adhering to regulatory and compliance requirements.

Requirements

High school diploma, high school equivalency (GED, HiSET, or TASC), or foreign equivalent.
4–5 years of customer service and sales experience.
Ability to train and mentor others on products and platform procedures.

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 make appropriate client introductions to bank team members to support growth targets and sales initiatives.
Resolve client account questions, problems, and complaints through timely research and communication.
Deliver client engagement and education.
Meet behavioral activity goals set by Retail Leadership, including lead calling, setting and completing appointments, and meeting client needs.
Execute sales, service, and banking transactions accurately and compliantly while striving to prevent controllable losses.
Perform moderately complex special projects and additional duties and responsibilities.
Follow applicable regulatory and compliance policies, standards, laws, and regulations, and complete required compliance training.