Branch Banking Client Consultant II

Flagstar; Victorville (CA); Presencial; USD 52.000 - 72.000; Jornada completa

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Customer service

Sales experience

Training & mentoring

Educación

High School Diploma or GED

Descripción del empleo

Position Title

Branch Banking Client Consultant II

Location

Victorville, CA 92395

Job Summary

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. 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.

Additional Accountabilities

Performs more moderately complex special projects, and additional duties and responsibilities as required . C onsistently adhere s 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 a n d regulations.

Job Requirements

Required Qualifications

• Education level required : High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent .
• Minimum experience required : 4 - 5 years customer service and sales experience .
• Ability to train and mentor others, including products and platform procedures.

Preferred Qualifications

• Experience in financial services industry preferred.
• Experience with using and demonstrating digital products and self-service technologies

Job Competencies

Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.

Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.

Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.

Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.

Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.

Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.

Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.

Physical demands (ADA): No unusual physical exertion is involved.

Flagstar is an Equal Opportunity Employer - Vets/Disabled

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permit