Branch Banking Client Consultant II

Flagstar Bank•Jackson, MS

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, including Mortgage and Business Banking, to help them access expertise and pursue 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 with client questions and complaints, and delivers client engagement and education. The role also includes accurately and compliantly completing transactions, adhering to regulatory requirements, and taking on moderately complex special projects and additional duties.

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.
Demonstrated ability to build and maintain effective relationships through clear communication, proactive collaboration, and cross-functional engagement.
Ability to identify client needs and provide tailored solutions that support the client experience.

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 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 established by Retail Leadership, including lead calling, appointments set and completed, and client needs met.
Execute sales, service, and banking transactions accurately and in compliance with applicable requirements.
Strive to prevent controllable losses.
Perform moderately complex special projects and additional duties and responsibilities.
Complete required compliance training and adhere to applicable regulatory and compliance policies, standards, and laws.