Branch Banking Client Consultant II-Licensed

Flagstar Bank; Hauppauge (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life and disability insurance

Job summary

Flagstar Bank seeks a Branch Banking Client Consultant II-Licensed in Smithtown, NY to resolve client concerns and provide product details that meet financial needs. The role emphasizes client management, retention, and referrals to mortgage and business banking partners, with increased lending and basic investment interactions.

The position requires NMLS licensing, Life/Health licenses within 90 days, and FINRA SIE, Series 6, and Series 63/66 within 90 days.

Qualifications

• High School diploma or GED required.
• 4–5 years of customer service and sales experience in financial services.
• NMLS registration under SAFE Act and Regulation Z required.
• Life and Health Insurance license required within 90 days.
• FINRA SIE required within 90 days.
• FINRA Series 6 required within 90 days.
• Series 63 or 66 required within 90 days.

Responsibilities

• Drive sales and contribute to growth targets through client introductions to the right bank team members.
• Provide excellent client experience by resolving questions and addressing concerns promptly.
• Execute banking transactions accurately and compliantly while managing risk.
• Engage clients with education and tailored financial advice through multiple channels.

Skills

Customer service

Sales experience

Regulatory compliance

Education

High School diploma or GED

Job description

Position Title Branch Banking Client Consultant II-Licensed

Location Smithtown, NY 11787

Job Summary The Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

Pay Range: $19.13- $23.91 - $28.69 Hour

Job 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. Performs more moderately complex special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations. Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial goals and objectives, leveraging phone, and in-person appointments. Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.

Job Requirements:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• Minimum experience required: 4 – 5 years customer service and sales experience, (including in the financial Services industry)
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Ability to train and mentor others, including products and platform procedures
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)
• Experience in financial services industry, preferred.
• Experience with using and demonstrating digital products and self-service technologies, preferred.

Flagstar is an Equal Opportunity Employer

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment.

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

Pay Range $16.28 - $25.06

Flagstar Bank, N.A. is based in Hicksville, NY, and at December 31, 2025, had $87.5 billion in assets, $60.7 billion in loans, $66 billion in deposits, and $8.1 billion in total stockholder equity. We are a leading regional bank with approximately 340 locations, and strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast.

We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive. Our focus is on four core lines of business that include Personal, Private, Small Business and Corporate & Commercial Banking.

Flagstar Bank is committed to ensuring that you can successfully engage in our recruiting process. If you need assistance completing your employment application or if you would like to request a reasonable accommodation, please contact our team at [e-mail].

Equal Opportunity Employer

For more Information: EEOC_KnowYourRights Member FDIC/Equal Housing Lender