Branch Banking Client Consultant II

Flagstar Bank; Corona (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

A regional bank is seeking a Branch Banking Client Consultant II in Corona to enhance client experiences and drive financial solutions. The role involves managing customer relationships, sales performance, and compliance with banking regulations. Ideal candidates must have 4-5 years of customer service and sales experience in the financial sector, possess strong communication skills, and be bilingual in Spanish and English. Flagstar Bank offers comprehensive benefits and a supportive work environment.

Benefits

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Comprehensive leave program

Qualifications

• 4 – 5 years customer service and sales experience, including in the financial services industry.
• Ability to train and mentor others, including products and platform procedures.
• Experience demonstrating digital products and self-service technologies.

Responsibilities

• Support team efforts to achieve growth targets in financial performance.
• Provide positive client experience by resolving account questions and problems.
• Execute all sales, service, and banking transactions accurately and compliantly.

Skills

Customer service

Sales skills

Bilingual in Spanish and English

Education

High School / High School Equivalency

Job description

Branch Banking Client Consultant II page is loaded

Branch Banking Client Consultant II

Apply locations Corona/37-97 103 Street/110002 time type Full time posted on Posted 3 Days Ago job requisition id 17619

Position Title

Branch Banking Client Consultant II

Location

Corona, NY 11368

Job Summary

The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

Pay Range: $19.13 - $23.91 - $28.69

Job Responsibilities:

• Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
• Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Risk Management : Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• Performs more moderately complex special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Job Requirements:

• High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
• 4 – 5 years customer service and sales experience, (including in the financial services industry, required
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, preferred. NMLS registration can be completed after job entry date
• Ability to train and mentor others, including products and platform procedures
• Experience in financial services industry, preferred
• Experience with using and demonstrating digital products and self-service technologies, preferred
• Fluent in Spanish and English.

Flagstar is an Equal Opportunity Employer

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank

About Us

Who We Are

Flagstar Bank is a diversified consumer and commercial bank grounded in building relationships to meet clients where they are on their financial journeys.

Our History

Our parent company, New York Community Bancorp, Inc., is based in Hicksville, NY, and has $116.3 billion in assets, $85.6 billion in loans, $81.4 billion in deposits, and $10.8 billion in total stockholder equity. We are a leading regional bank with 420 banking branches, 134 private client banking teams, wholesale lending via approximately 3,000 third-party originators, retail mortgage lending, multifamily lending, mortgage servicing, and subservicing. We’re also the second largest mortgage warehouse lender nationally based on total commitments. Flagstar has strong footholds in the Northeast and Midwest and exposure to high-growth markets in the Southeast and West Coast.

What We Do

We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive.