Branch Banking Client Consultant II - Growth & Solutions

Flagstar; United States; On-site; USD 24,000 - 37,000; Full time

Job summary

Flagstar Weston Branch Banking Client Consultant II delivers best-in-class service by resolving concerns and detailing products to meet clients’ financial needs. The role focuses on client management, retention, and introducing clients to Mortgage and Business Banking partners to connect them with experts who help them reach financial goals.

This position involves greater lending and basic investment interactions and engages in more complex banking conversations with clients.

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.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition.
• Client Experience: Provide positive client experience by assisting with account questions and resolving issues.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly.

Skills

Customer service

Sales experience

Mentoring / training others

Education

High School diploma / GED / foreign equivalent

Tools

Digital products familiarity

Job description

Flagstar Weston Branch Banking Client Consultant II delivers best-in-class service by resolving concerns and detailing products to meet clients’ financial needs. The role focuses on client management, retention, and introducing clients to Mortgage and Business Banking partners to connect them with experts who help them reach financial goals.

This position involves greater lending and basic investment interactions and engages in more complex banking conversations with clients.