Branch Banking Client Advisor II

Flagstar; Victorville (CA); On-site; USD 52,000 - 72,000; Full time

Job summary

Flagstar Bank in Victorville, CA is seeking a Branch Banking Client Consultant II to provide best-in-class service, resolve concerns, and share product details to meet clients' financial goals. You will focus on client management, client retention, and referrals to bank partners (Mortgage, Business Banking) to ensure clients have access to experts who can help them achieve their financial goals.

The role includes greater lending and basic investment interactions and participation in more complex

Qualifications

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

Responsibilities

• Sales Performance: Support growth targets in financial performance and primary client acquisition; deliver right introductions to team members to achieve targets.
• Client Experience: Provide positive client experience by addressing questions or complaints and delivering education; meet engagement goals.
• Risk Management: Execute transactions accurately and compliantly; strive for no controllable losses.

Skills

Customer service

Sales experience

Training & mentoring

Education

High School Diploma or GED

Job description

Flagstar Bank in Victorville, CA is seeking a Branch Banking Client Consultant II to provide best-in-class service, resolve concerns, and share product details to meet clients' financial goals. You will focus on client management, client retention, and referrals to bank partners (Mortgage, Business Banking) to ensure clients have access to experts who can help them achieve their financial goals.

The role includes greater lending and basic investment interactions and participation in more complex