Branch Banking Client Advisor II

Flagstar; Boynton Beach (FL); On-site; USD 23,000 - 37,000; Full time

Job summary

Flagstar in Boynton Beach, FL is seeking a Branch Banking Client Consultant II to support sales targets and provide top-tier client service. The role focuses on client management, retention, and coordinating with Mortgage and Business Banking partners to connect clients with experts who can help meet financial goals.

The position involves lending and basic investment interactions, with opportunities to engage in more complex banking conversations.

Qualifications

• High School diploma or equivalent required.
• 4–5 years customer service and sales experience in financial services preferred.
• Ability to train and mentor others on products and procedures.
• Experience with digital products and self-service technologies is a plus.

Responsibilities

• Sales Performance: support team to achieve growth targets and drive client introductions to the right specialists.
• Client Experience: provide positive client experience, resolve questions and concerns, and meet engagement goals.
• Risk Management: execute transactions accurately and compliantly, aiming for minimal losses.

Skills

Customer service

Sales experience

Mentoring

Education

High School diploma or equivalent

Job description

Flagstar in Boynton Beach, FL is seeking a Branch Banking Client Consultant II to support sales targets and provide top-tier client service. The role focuses on client management, retention, and coordinating with Mortgage and Business Banking partners to connect clients with experts who can help meet financial goals.

The position involves lending and basic investment interactions, with opportunities to engage in more complex banking conversations.