Branch Banking Advisor II: Lending & Client Growth

Flagstar Bank, N.A.; Town of Smithtown (NY); Sur place; USD 24 000 - 37 000; Plein temps

Résumé du poste

Flagstar Bank, N.A. in Smithtown, NY is seeking a Branch Banking Client Consultant II to support clients, explain products, and build long-term relationships. You will handle deposits, loans, and basic investments while guiding clients to the right specialists for financial goals.

The role emphasizes client management, retention, and education, with opportunities for increased lending discussions and cross-sell activities through collaboration with partners in Mortgage and Business Banking.

Qualifications

• Education level required: High School or equivalent.
• 4–5 years of customer service and sales experience.
• Ability to train and mentor others on products and platform procedures.

Responsabilités

• Support sales goals and client introductions to meet growth targets.
• Resolve account questions or complaints with timely communication and education of clients.
• Execute banking transactions accurately and compliantly.
• Engage clients and collaborate with Mortgage/Business Banking partners to expand access to experts.

Connaissances

Customer service

Sales experience

Mentor capability

Formation

High School or equivalent

Outils

Digital products

Self-service technologies

Description du poste

Flagstar Bank, N.A. in Smithtown, NY is seeking a Branch Banking Client Consultant II to support clients, explain products, and build long-term relationships. You will handle deposits, loans, and basic investments while guiding clients to the right specialists for financial goals.

The role emphasizes client management, retention, and education, with opportunities for increased lending discussions and cross-sell activities through collaboration with partners in Mortgage and Business Banking.