Branch Banking Client Consultant II

Flagstar Bank•Marquette/1300 North 3rd Street/112104, MI

2d•$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 address clients’ financial needs. The role focuses on client management and retention, and on introducing clients to bank partners such as Mortgage and Business Banking so they can access experts who support their financial goals. The position involves greater lending and basic investment interactions and participation in more complex banking conversations. The consultant supports sales and growth goals, assists clients with account questions and complaints, and conducts research and follow-up to resolve issues promptly and effectively. The role also includes accurately and compliantly completing banking transactions, adhering to applicable laws and regulations, completing required compliance training, and taking on moderately complex special projects and other assigned duties.

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 on products and platform procedures.
Strong relationship-building, communication, collaboration, and client-service abilities.
Ability to identify client needs and provide tailored solutions.
Problem-solving, prioritization, and action-oriented skills.

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 and make appropriate client introductions to bank team members to support growth targets and sales initiatives.
Assist clients with account questions, problems, and complaints; research and communicate resolutions in a timely and effective manner.
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, striving to avoid controllable losses.
Perform moderately complex special projects and additional duties as required.
Adhere to regulatory and compliance policies and standards, maintain compliance with applicable federal, state, and local laws and regulations, and complete required compliance training.
Train and mentor others, including on products and platform procedures.
Build and maintain effective relationships with clients and stakeholders through clear communication, collaboration, and tailored solutions.
Support a positive work culture and productive work environment.