Branch Banking Client Consultant II

Flagstar Bank; New York (NY); On-site; USD 26,353 - 38,572; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life and disability insurance

Comprehensive leave program

Job summary

Flagstar Bank is seeking a Branch Banking Client Consultant II to enhance client experiences and support their financial needs. This role focuses on client management, client retention, and collaboration with key bank partners.

The ideal candidate will have 4–5 years of customer service and sales experience and must be able to provide robust client engagement while ensuring compliance with regulatory standards.

Qualifications

• 4–5 years customer service and sales experience, ideally in the financial services industry.
• National Mortgage Licensing System (NMLS) registration preferred.
• Experience with using and demonstrating digital products.

Responsibilities

• Achieve growth targets in financial performance and client acquisition.
• Provide positive client experience by resolving account issues.
• Maintain compliance with regulatory and operational standards.

Skills

Customer service experience

Sales experience

Ability to train and mentor others

Digital product experience

Education

High School / High School Equivalency (GED, HiSET, TASC)

Job description

Branch Banking Client Consultant II

Location: Brooklyn, NY 11221

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.

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. Deliver 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. Strive for no controllable losses. Perform moderately complex special projects, and additional duties and responsibilities as required. Consistently adhere to regulatory and compliance policies and standards, complete required compliance trainings, and 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.
• Preferred experience in financial services industry.
• Preferred experience with using and demonstrating digital products and self-service technologies.

Benefits

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

Compensation

Pay Range: $19.13 - $28.00 per hour. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment.

Equal Opportunity Employer

Flagstar is an Equal Opportunity Employer.