Branch Banking Client Consultant II

Flagstar Bank•New York, NY

7d•$17 - $27

About The Position

The Branch Banking Client Consultant II provides a high-quality client experience by resolving concerns and sharing product information focused on clients’ financial needs. The role emphasizes client management and retention, and introduces clients to bank partners, including Mortgage and Business Banking, so they can access expertise to support their financial goals. The position involves increased lending and basic investment interactions and participation in more complex banking conversations with clients. The consultant supports sales and growth targets, assists clients with account questions and complaints, and completes banking transactions accurately and in compliance with applicable requirements. The position also includes moderately complex special projects, additional duties as required, and adherence to regulatory and compliance policies and training requirements.

Requirements

High school diploma or equivalent, including GED, HiSET, TASC, or foreign equivalent.
Four to five years of customer service and sales experience.
Ability to train and mentor others on products and platform procedures.
Ability to execute banking transactions accurately and in compliance with applicable requirements.
Strong relationship-building, communication, collaboration, and client-service capabilities.

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 team members to support growth targets and sales initiatives.
Assist clients with account questions, problems, and complaints; research issues and communicate resolutions in a timely and effective manner.
Deliver client engagement and education, and meet behavioral activity goals such as lead calling and appointment setting, completion, and needs met.
Execute sales, service, and banking transactions accurately and compliantly, while striving to avoid controllable losses.
Perform moderately complex special projects and other duties as required.
Adhere to regulatory and compliance policies and standards, complete required compliance training, and maintain compliance with applicable laws and regulations.
Build and maintain effective relationships with internal and external stakeholders through clear communication and proactive collaboration.
Identify client needs and deliver tailored solutions to build trusted relationships and enhance the client experience.
Support a positive work culture and productive work environment.