Branch Banking Client Consultant II — Growth & Lending

Flagstar Bank N.A; Florida; On-site; USD 52,000 - 75,000; Full time

Job summary

Flagstar Bank N.A. Lake Worth, FL is seeking a Branch Banking Client Consultant II to resolve client concerns, provide product details, and guide clients toward the right banking solutions.

The role emphasizes client management, retention, and introductions to key bank partners to help clients reach their financial goals. This position involves more lending and basic investment interactions and participates in more complex banking conversations with clients, requiring experience with sales and

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.

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.

Skills

Customer service

Sales ability

Education

High School / GED / Foreign Equivalent

Job description

Flagstar Bank N.A. Lake Worth, FL is seeking a Branch Banking Client Consultant II to resolve client concerns, provide product details, and guide clients toward the right banking solutions.

The role emphasizes client management, retention, and introductions to key bank partners to help clients reach their financial goals. This position involves more lending and basic investment interactions and participates in more complex banking conversations with clients, requiring experience with sales and