Banking Client Consultant II — Lending & Advisory Pro

Flagstar Bank; Scottsdale (AZ); On-site; USD 23,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Job summary

Flagstar Bank in Scottsdale, AZ, is seeking a Branch Banking Client Consultant II to deliver best-in-class service and resolve client concerns while detailing financial products and services. The role emphasizes client management, retention, and introducing clients to bank partners such as Mortgage and Business Banking to help clients reach their financial goals.

The position involves more lending and basic investment interactions and will engage in more complex banking conversations with

Qualifications

• High School diploma or equivalent (GED, HiSET, TASC) or foreign equivalent.
• Experience in customer service and sales is required.
• Ability to train and mentor others, including products and platform procedures.

Responsibilities

• Sales performance: support team efforts to achieve growth targets in deposits, loans, and income; provide client referrals to the right team members.
• Client experience: address account questions and issues promptly; educate and engage clients to meet needs.
• Risk management: perform transactions accurately and compliantly; strive for no controllable losses.
• Additional accountabilities: handle moderately complex special projects while complying with laws and policies.

Skills

Action oriented

Business acumen

Approachability

Problem solving

Priority management

Relationship building

Education

High school diploma or equivalent

Job description

Flagstar Bank in Scottsdale, AZ, is seeking a Branch Banking Client Consultant II to deliver best-in-class service and resolve client concerns while detailing financial products and services. The role emphasizes client management, retention, and introducing clients to bank partners such as Mortgage and Business Banking to help clients reach their financial goals.

The position involves more lending and basic investment interactions and will engage in more complex banking conversations with