Branch Banking - Client Consultant II

Flagstar Bank•Willowick, OH

2d•$17 - $27•Onsite

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 key bank partners, including 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 consultant supports branch growth and client acquisition, assists with account questions and complaints, and conducts timely research and communication to resolve issues. The role also involves client engagement and education, accurate and compliant banking transactions, mentoring and training others, and completing special projects and other assigned duties. The employee must follow applicable regulatory and compliance requirements and complete required compliance training.

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, including 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 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.
Engage and educate clients, and meet behavioral activity goals such as lead calling, setting and completing appointments, and identifying client needs.
Execute sales, service, and banking transactions accurately and compliantly, while striving to avoid controllable losses.
Perform moderately complex special projects and other duties and responsibilities as required.
Adhere to regulatory and compliance policies and standards, comply with applicable laws and regulations, and complete required compliance training.
Train and mentor others on products and platform procedures.
Build and maintain effective relationships with clients, stakeholders, and cross-functional partners through clear communication and collaboration.
Support a positive work culture and productive work environment.