Branch Banking Client Consultant II - Doral FL

Flagstar Bank•Doral, FL

About The Position

The Branch Banking Client Consultant II provides a high-quality client experience by resolving concerns and explaining products in ways that address clients’ financial needs. The role focuses on client management and retention, and on connecting clients with bank partners such as Mortgage and Business Banking so they can access relevant expertise. It involves greater lending and basic investment interactions and participation in more complex banking conversations. The position supports branch growth and primary client acquisition, serves clients with account questions and complaints, and helps clients understand banking products and services. It also carries out sales, service, and banking transactions accurately and in compliance with applicable policies, standards, and laws. The role may include moderately complex special projects and other duties as required.

Requirements

High school diploma or equivalent, including GED, HiSET, TASC, or foreign equivalent.
4–5 years of customer service and sales experience.
Ability to train and mentor others on products and platform procedures.
Demonstrated ability to build and maintain relationships, communicate clearly, collaborate proactively, and identify client needs.

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 client needs and make appropriate introductions to bank partners and other team members to support growth goals 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 set by Retail Leadership, including campaign lead calling, setting and completing appointments, and meeting client needs.
Execute sales, service, and banking transactions accurately and compliantly, and strive to prevent controllable losses.
Perform moderately complex special projects and other duties as required.
Follow applicable regulatory and compliance policies and standards, complete required compliance training, and maintain compliance with applicable federal, state, and local laws and regulations.
Build and maintain effective relationships with clients and stakeholders through clear communication, proactive collaboration, and tailored solutions.