Flagstar Bank - Lansing, MI
posted about 1 month ago
Full-time - Entry Level
Remote - Lansing, MI
Credit Intermediation and Related Activities
About the position
The Sr. Sales Support & Service Specialist is a key role within the Investment & Insurance Division, providing essential administrative support to Financial Consultants (FCs). This position involves client interaction, transaction processing, and financial reporting, aimed at enhancing the efficiency and effectiveness of the sales team. The specialist will also play a crucial role in training new Sales Assistants and supporting the Sales Managers strategically.
Responsibilities
- Identifying, researching, analyzing, and resolving customer account issues and working on special projects for the I&I sales managers.
- Supporting the Financial Consultant(s) in executing the 'Work the Book' strategy, including preparing for client appointments and scheduling appointments.
- Providing support for other Sales Assistants, coordinating conference calls, and acting as a liaison between compliance and the team.
- Performing various administrative tasks such as preparing internal financial reports, managing calendars, and assisting with escalated customer service issues.
- Creating and distributing newsletters, presentations, and other support materials for retail branch banking team members.
- Maintaining up-to-date knowledge of products, services, and departmental systems, and participating in new systems pilots.
- Providing administrative support to I&I Sales Managers, including report preparation and strategic input.
Requirements
- Minimum of 3 years as a Sales Assistant
- High School Diploma, GED, or Foreign Equivalent
- Life, Health and Accident license
- Variable Annuity license
- Series 7 license
- Series 63 or Series 66 license
