Branch Banking Client Advisor II

Flagstar Bank; New York (NY); On-site; USD 23,000 - 37,000; Full time

Job summary

Flagstar Bank in Brooklyn, NY seeks a Branch Banking Client Consultant II to resolve client concerns, provide product details, and guide clients toward financial solutions with Mortgage and Business Banking partners for enhanced client outcomes.

This role includes lending and basic investment interactions and entails engaging in more complex banking conversations to build lasting client relationships through proactive service and education.

Qualifications

• Education level: High School / GED or foreign equivalent.
• Minimum experience: 4–5 years customer service and sales experience.
• Ability to train and mentor others, including products and platform procedures.

Responsibilities

• Sales Performance: support growth targets in deposits, loans, and non-interest income; identify right client introductions to the right team members.
• Client Experience: provide positive client experience; address questions, problems and complaints; educate clients; meet activity goals.
• Risk Management: execute all sales, service, and banking transactions accurately and compliantly; strive for no controllable losses.

Skills

Customer service

Sales experience

Mentoring

Education

High School or equivalent

Job description

Flagstar Bank in Brooklyn, NY seeks a Branch Banking Client Consultant II to resolve client concerns, provide product details, and guide clients toward financial solutions with Mortgage and Business Banking partners for enhanced client outcomes.

This role includes lending and basic investment interactions and entails engaging in more complex banking conversations to build lasting client relationships through proactive service and education.