Branch Banking Client Consultant II

Flagstar Bank•Fenton, LA

7d•$17 - $27

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 connects clients with bank partners such as Mortgage and Business Banking so they can access experts to help achieve their financial goals. The position involves greater lending and basic investment interactions and participation in more complex banking conversations with clients. The consultant supports sales and service goals, handles account questions and complaints, completes banking transactions accurately and compliantly, and contributes to client engagement and education. The role may also include moderately complex special projects and other duties as required. The position is based in Fenton, Michigan.

Requirements

High school diploma or equivalent (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 using analytical and logical approaches and prioritize work effectively.
Ability to complete banking transactions accurately and in compliance with policies and regulations.

Nice To Haves

Experience in the financial services industry.
Experience using and demonstrating digital products and self-service technologies.

Responsibilities

Support team financial performance and primary client acquisition targets, including deposits, loans, and non-interest income.
Identify client needs and make appropriate introductions to bank partners and other team members to support growth goals and sales initiatives.
Resolve client account questions, problems, and complaints through timely research and communication.
Deliver client engagement and education, and meet behavioral activity goals such as lead calling, setting and completing appointments, and meeting client needs.
Complete sales, service, and banking transactions accurately and compliantly, with a focus on preventing 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.
Train and mentor others on products and platform procedures.
Build and maintain effective relationships with clients, stakeholders, and colleagues through clear communication and collaboration.