Banking Client Relationship Consultant II

Socket.dev; Huntington (WV); On-site; USD 23,000 - 37,000; Full time

Job summary

Flagstar Bank in Huntington, IN is seeking a Branch Banking Client Consultant II to resolve client concerns and provide product details to meet financial goals. The role emphasizes client management, retention, and introductions to bank partners for expert guidance on lending and basic investments.

The position involves more complex banking conversations with clients and opportunities for growth within the branch network.

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 and client acquisition.
• Client Experience: Provide positive client experience by resolving questions or complaints and guiding to solutions.
• Risk Management: Execute transactions accurately and compliantly to avoid losses.

Skills

Customer service

Sales

Mentoring

Education

High School / GED

Job description

Flagstar Bank in Huntington, IN is seeking a Branch Banking Client Consultant II to resolve client concerns and provide product details to meet financial goals. The role emphasizes client management, retention, and introductions to bank partners for expert guidance on lending and basic investments.

The position involves more complex banking conversations with clients and opportunities for growth within the branch network.