Branch Banking Client Consultant II - Cranford NJ

Flagstar Bank • Cranford, NJ

17h • $17 - $27

About The Position

The Branch Banking Client Consultant II provides a high-quality client experience by resolving concerns and explaining products that meet clients’ financial needs. The role focuses on client management and retention, and on connecting clients with bank partners such as Mortgage and Business Banking. It involves greater lending and basic investment interactions and participation in more complex banking conversations.

The consultant supports sales and growth targets, assists clients with account questions and complaints, and performs banking transactions accurately and compliantly. The role also includes client engagement and education, appointment and campaign activity, mentoring and training others, and completing special projects and required compliance training. The position is located in Cranford, New Jersey.

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, including on products and platform procedures.
• Strong relationship-building, communication, collaboration, client-service, problem-solving, and prioritization capabilities.
• Ability to execute sales, service, and banking transactions accurately and compliantly.

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 client needs and make appropriate introductions to bank partners and other team members to support sales initiatives.
• Resolve account questions, problems, and complaints through timely research and communication.
• Deliver client engagement and education, including meeting behavioral activity goals such as lead calling, setting and completing appointments, and meeting client needs.
• Execute sales, service, and banking transactions accurately and compliantly, while striving to prevent 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.
• Train and mentor others on products and platform procedures.
• Build and maintain effective relationships with clients and stakeholders through clear communication, collaboration, and tailored solutions.

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, as outlined in the offer of employment.

What This Job Offers

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