Branch Banking Client Consultant II - Growth & Client Experience

Flagstar; Florida; Sur place; USD 24 000 - 37 000; Plein temps

Résumé du poste

Flagstar Bank in Doral, FL; Branch Banking Client Consultant II provides best-in-class service, resolving concerns and sharing product details to meet clients' financial needs. Focuses on client management, retention, and introductions to Mortgage and Business Banking experts to help clients reach goals.

This role will include lending and basic investment interactions and engage in more complex banking conversations with clients, while supporting sales initiatives and ensuring compliant

Qualifications

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

Responsabilités

• Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.
• Client Experience: Provide positive client experience by assisting with account questions and problems and resolving issues in a timely and effective manner.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly.
• ADDITIONAL ACCOUNTABILITIES: Performs more moderately complex special projects and other duties; maintain compliance with applicable laws and internal policies.

Connaissances

Customer Service

Sales

Training Mentoring

Formation

High School / GED

Description du poste

Flagstar Bank in Doral, FL; Branch Banking Client Consultant II provides best-in-class service, resolving concerns and sharing product details to meet clients' financial needs. Focuses on client management, retention, and introductions to Mortgage and Business Banking experts to help clients reach goals.

This role will include lending and basic investment interactions and engage in more complex banking conversations with clients, while supporting sales initiatives and ensuring compliant