Branch Banking Client Consultant II - North Brunswick NJ

Flagstar Bank•North Brunswick, NJ

5d•$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 bank partners such as Mortgage and Business Banking so they can access expertise to help achieve their financial goals. The position also involves greater lending and basic investment interactions, as well as more complex banking conversations with clients. The consultant supports branch growth and client acquisition, assists clients with account questions and complaints, and delivers client engagement and education. The role requires accurate and compliant handling of transactions, adherence to regulatory requirements, and participation in required compliance training. Additional duties include moderately complex special projects and other responsibilities as needed.

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, and client-service skills.
Ability to resolve problems, manage priorities, and work with urgency.

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 other team members and bank partners to support growth goals and sales initiatives.
Assist with account questions, problems, and complaints; research and communicate resolutions in a timely and effective manner.
Deliver client engagement and education, including meeting behavioral activity goals such as campaign lead calling and setting and completing appointments.
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.
Follow applicable regulatory and compliance policies and standards, complete required compliance training, and comply with applicable laws and regulations.
Build and maintain effective relationships with clients, stakeholders, and colleagues through clear communication and collaboration.