Branch Banking Client Consultant II — Grow Clients & Loans

Flagstar Bank; Lake Worth (TX); Vor Ort; USD 24.000 - 37.000; Vollzeit

Zusammenfassung

Flagstar Bank in Lake Worth, FL, is seeking a Branch Banking Client Consultant II to resolve concerns, provide product details, and help clients meet financial goals. The role emphasizes client management, retention, and cross-selling with Mortgage and Business Banking partners.

The position involves more lending and investment interactions and requires handling more complex banking conversations with clients, while maintaining compliance and delivering excellent service.

Qualifikationen

• 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.

Aufgaben

• Sales Performance: Support team efforts to achieve growth targets in deposits and loans and primary client acquisition; deliver right client introductions for growth targets.
• Client Experience: Provide positive client experience by assisting with account questions, problems and complaints and timely resolution; meet activity goals.
• Risk Management: Execute all sales, service and banking transactions accurately and compliantly; strive for no controllable losses.

Kenntnisse

Customer service

Sales experience

Mentoring others

Ausbildung

High School or GED

Jobbeschreibung

Flagstar Bank in Lake Worth, FL, is seeking a Branch Banking Client Consultant II to resolve concerns, provide product details, and help clients meet financial goals. The role emphasizes client management, retention, and cross-selling with Mortgage and Business Banking partners.

The position involves more lending and investment interactions and requires handling more complex banking conversations with clients, while maintaining compliance and delivering excellent service.