Branch Banking - Client Consultant II

Flagstar Bank•Beachwood, OH

1d•$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 introducing clients to bank partners, including Mortgage and Business Banking, so they can access relevant expertise. The position involves greater lending and basic investment interactions, as well as more complex banking conversations with clients. The role supports branch growth and client acquisition, provides account assistance and education, and completes banking transactions accurately and in compliance with applicable policies and regulations. It may also involve moderately complex special projects and other assigned duties.

Requirements

High school diploma, high school equivalency (GED, HiSET, or 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.
Action-oriented approach, with energy, urgency, and willingness to pursue opportunities.
Business acumen, including knowledge of products and the sales process.
Approachability and ability to build rapport with others.
Problem-solving skills, including rigorous analysis, listening, and gathering information.
Ability to prioritize effectively, manage time, and maintain focus on goals.
Ability to build and maintain relationships, communicate clearly, collaborate proactively, and identify client needs.

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 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, and meet 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 assigned duties and responsibilities.
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, proactive collaboration, and tailored solutions.
Support a positive work culture and productive environment.