Branch Banking Client Consultant II - Float

Flagstar Bank•Pembroke Pines, FL

1d•Onsite

About The Position

The Branch Banking Client Consultant II - Float travels between assigned branches to provide customers with high-quality, prompt, and professional financial services. The role delivers a strong client experience by resolving concerns and explaining products that meet clients’ financial needs. It focuses on client management and retention, as well as introducing clients to bank partners such as Mortgage and Business Banking so they can access expertise to support their financial goals. The position involves greater lending and basic investment interactions and participation in more complex banking conversations. The role supports branch growth and client acquisition, helps clients with account questions and complaints, and delivers client engagement and education. It also performs banking transactions accurately and compliantly, supports risk management, and may handle moderately complex special projects and additional duties. The position travels between assigned branches in the Pembroke Pines, Florida area.

Requirements

High school diploma or equivalent, including GED, HiSET, TASC, or foreign equivalent.
Four to five years of customer service and sales experience, including experience in the financial services industry.
Ability to train and mentor others on products and platform procedures.
Action-oriented, with a sense of urgency and willingness to pursue opportunities.
Knowledge of products and the sales process, and awareness of marketplace strategies and customer motivations.
Approachability and ability to build rapport with others.
Problem-solving skills, including rigorous analysis, listening, and gathering information.
Ability to prioritize, manage time effectively, and remove obstacles to achieving goals.
Ability to build and maintain effective stakeholder relationships through clear communication and proactive collaboration.
Ability to build trusted client relationships by identifying needs and delivering tailored solutions.
Ability to support a positive work culture and productive work environment.

Nice To Haves

Financial services industry experience.
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, resolving them through research and communication 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, while striving to avoid controllable losses.
Perform moderately complex special projects and additional duties and responsibilities.
Adhere to regulatory and compliance policies and standards, complete required compliance training, and maintain compliance with applicable laws and regulations.
Travel between assigned branches.