Branch Banking Client Consultant II

Flagstar Bank • Marquette, MI

1d

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 relevant expertise. It includes greater lending and basic investment interactions and participation in more complex banking conversations.

The position supports sales performance and client acquisition, assists clients with account questions and complaints, and conducts research and follow-up to resolve issues promptly and effectively. It also performs banking transactions in accordance with applicable requirements, contributes to moderately complex special projects, and maintains compliance with applicable laws, regulations, policies, and required training.

Requirements

• High school diploma or equivalent, including GED, HiSET, TASC, or foreign equivalent.
• Four to five years of customer service and sales experience.
• Ability to train and mentor others, including on products and platform procedures.
• 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 make appropriate client introductions to bank partners and other team members to support sales initiatives and growth targets.
• Assist with client account questions, problems, and complaints; research and communicate resolutions in a timely and effective manner.
• Deliver client engagement and education.
• Meet behavioral activity goals established by Retail Leadership, including campaign lead calls and weekly appointment-setting, completed appointments, and needs met.
• Execute sales, service, and banking transactions accurately and compliantly, while striving to avoid controllable losses.
• Perform moderately complex special projects and additional duties and responsibilities.
• 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.
• Support a positive work culture and productive work environment.

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, as outlined in the offer of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED