Branch Banking Client Consultant II — Growth & Lending

Socket.dev; Menominee (MI); On-site; USD 24,000 - 37,000; Full time

Job summary

Flagstar Bank in Menominee, MI is seeking a Branch Banking Client Consultant II to resolve client concerns, share product details, and guide customers toward their financial goals. You will work to grow deposits and loans while introducing clients to Mortgage and Business Banking experts.

The role involves lending and basic investment interactions, with complex banking conversations and a focus on client retention.

Qualifications

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum 4–5 years customer service and sales experience.
• Ability to train and mentor others, including products and platform procedures.
• Experience in financial services industry preferred.
• Experience with using and demonstrating digital products and self-service technologies.

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 experience

Education

High School Diploma or GED

Job description

Flagstar Bank in Menominee, MI is seeking a Branch Banking Client Consultant II to resolve client concerns, share product details, and guide customers toward their financial goals. You will work to grow deposits and loans while introducing clients to Mortgage and Business Banking experts.

The role involves lending and basic investment interactions, with complex banking conversations and a focus on client retention.