Branch Banking Client Advisor II

Flagstar Bank; Town of Oyster Bay (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Flagstar Bank in Hicksville, NY seeks a Branch Banking Client Consultant II to resolve client concerns, explain products, and support financial goal attainment through personalized service. The role focuses on client management, client retention, and introductions to Mortgage and Business Banking partners to ensure clients have access to experts who help them achieve their financial goals.

You will grow client relationships, introduce clients to Mortgage and Business Banking partners, handle

Qualifications

• 4–5 years of customer service and sales experience.
• Ability to train and mentor colleagues on products and procedural compliance.
• Preferred: Experience in the financial services industry.
• Preferred: Experience with digital self-service technologies.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition.
• Client Experience: Provide positive client experience by assisting with account questions, problems, and complaints.
• Behavioral Activity Goals: Meet behavioral activity goals defined by Retail Leadership.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly.
• Additional Accountabilities: Perform moderately complex special projects and duties as required.

Skills

Customer service

Sales

Mentoring

Education

High School or equivalent

Job description

Flagstar Bank in Hicksville, NY seeks a Branch Banking Client Consultant II to resolve client concerns, explain products, and support financial goal attainment through personalized service. The role focuses on client management, client retention, and introductions to Mortgage and Business Banking partners to ensure clients have access to experts who help them achieve their financial goals.

You will grow client relationships, introduce clients to Mortgage and Business Banking partners, handle