Branch Banking Client Consultant II - Weston FL

Flagstar Bank•Weston, FL

8d•$17 - $27

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 connecting clients with bank partners, including Mortgage and Business Banking, so they can access expertise to help reach their financial goals. The position includes increased lending and basic investment interactions, as well as participation in more complex banking conversations. The consultant supports sales and growth goals, assists clients with account questions and complaints, and conducts timely research and communication to resolve issues. The role also includes client engagement and education, meeting behavioral activity goals, completing accurate and compliant transactions, and following applicable regulatory and compliance requirements. The consultant may handle moderately complex special projects and other assigned duties.

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.
Demonstrated ability to build and maintain effective relationships with stakeholders through clear communication and proactive collaboration.
Ability to identify client needs and deliver tailored solutions.
Physical demands: no unusual physical exertion is involved.

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 deliver appropriate client introductions to bank team members to support sales initiatives and growth targets.
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 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 other assigned duties.
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 and collaboration.