Branch Banking Client Consultant II

Flagstar Bank • Brooklyn, NY

1d

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, including Mortgage and Business Banking, so they can access relevant expertise. The position also involves greater lending and basic investment interactions and participation in more complex banking conversations.

The consultant supports branch sales and client acquisition goals, helps clients with account questions and complaints, and completes banking transactions accurately and compliantly. The role includes client engagement and education, appointment and marketing-campaign activity, moderately complex special projects, and adherence to regulatory requirements and required compliance training. The position is located in Brooklyn, New York.

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 colleagues and bank partners to support sales initiatives and client needs.
• Resolve account questions, problems, and complaints through timely research and communication.
• Deliver client engagement and education.
• Meet behavioral activity goals, including lead calling, setting and completing appointments, and addressing client needs.
• Execute sales, service, and banking transactions accurately and compliantly, while striving to avoid controllable losses.
• Perform moderately complex special projects and additional duties.
• Adhere to regulatory and compliance policies and standards, complete required compliance training, and comply with applicable federal, state, and local laws and regulations.
• Build and maintain effective relationships with clients and stakeholders through clear communication and collaboration, delivering tailored solutions that support the client experience and enterprise goals.
• Foster or support a positive and productive work environment.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Comprehensive leave program
• Variable incentives, bonuses, commissions, or other awards may be included in total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED