Branch Banking Client Consultant II PT

Flagstar Bank • Brentwood, CA

1d • Onsite

About The Position

The Branch Banking Client Consultant II provides a best-in-class experience by resolving client concerns and offering product details to meet their financial needs. This role focuses on client management, retention, and making introductions to key bank partners such as Mortgage and Business Banking to ensure clients access experts for their financial goals. The position involves greater lending and basic investment interactions, participating in more complex banking conversations with clients.

Requirements

• High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• 4 – 5 years customer service and sales experience, (including in the financial services industry
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.
• Ability to train and mentor others, including products and platform procedures

Nice To Haves

• Experience in financial services industry preferred.
• Experience with using and demonstrating digital products and self-service technologies

Responsibilities

• Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.
• Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
• Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.
• Delivers client engagement and Education.
• Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Execute all sales, service, and banking transactions accurately and compliantly.
• Strives for no controllable losses.
• Performs more moderately complex special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.
• Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Benefits

• Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees