Banking Client Consultant II: Growth & Solutions

flagstar; La Porte (IN); On-site; USD 52,000 - 62,000; Full time

Job summary

Flagstar Bank in La Porte, IN is seeking a Branch Banking Client Consultant II to deliver best-in-class service, resolve client concerns, and present tailored banking solutions. You will focus on client management, retention, and introductions to Mortgage and Business Banking partners to help clients reach their financial goals.

The role involves increased lending and basic investment interactions, with participation in more complex conversations.

Qualifications

• Education level required : High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent .
• Minimum experience required : 4 - 5 years customer service and sales experience .
• Ability to train and mentor others, including products and platform procedures.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative .
• Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• ADDITIONAL ACCOUNTABILITIES: Performs more moderately complex special projects, and additional duties and responsibilities as required .

Skills

Customer service

Sales

Mentoring

Education

High School or GED

Job description

Flagstar Bank in La Porte, IN is seeking a Branch Banking Client Consultant II to deliver best-in-class service, resolve client concerns, and present tailored banking solutions. You will focus on client management, retention, and introductions to Mortgage and Business Banking partners to help clients reach their financial goals.

The role involves increased lending and basic investment interactions, with participation in more complex conversations.