Branch Banking Client Consultant II
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 introducing clients to bank partners, including Mortgage and Business Banking, so they can access expertise to help achieve their financial goals. The position involves greater lending and basic investment interactions and participation in more complex banking conversations. The consultant supports branch sales and service goals, assists clients with account questions and concerns, conducts research, and communicates timely resolutions. The role also includes client engagement and education, appointment and campaign activity, accurate and compliant transactions, and adherence to regulatory requirements. The consultant may perform moderately complex special projects and other duties as needed. The position is located in Brentwood, New York. The stated pay range is $17.12–$26.97. Flagstar offers access to medical, dental, vision, life, and disability insurance and a comprehensive leave program; total compensation may also include variable incentives, bonuses, commissions, or other awards.
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.
- Ability to execute banking transactions accurately and in compliance with applicable requirements.
- Demonstrated strengths in action orientation, business acumen, approachability, problem solving, and priority management.
- Ability to build and maintain effective relationships and communicate clearly with clients and stakeholders.
Nice To Haves
- Experience in the financial services industry.
- Fluency in Spanish and English.
- 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; research issues and communicate effective, timely resolutions.
- Deliver client engagement and education.
- Meet behavioral activity goals, including NextGen and marketing-campaign lead calling, setting and completing weekly 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 as required.
- Adhere to 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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
