Branch Banking - Client Consultant II-Licensed

Flagstar Bank; New York (NY); On-site; USD 26,000 - 39,000; Full time

Job summary

Flagstar Bank in Brooklyn, NY is seeking a Branch Banking Client Consultant II-Licensed to deliver best-in-class service, resolve concerns, and provide detailed product information aimed at meeting financial goals. The role emphasizes client management, retention, and introductions to mortgage and business banking partners.

The position involves more lending and basic investment interactions and requires completing regulatory training and licenses within stated timeframes.

Qualifications

• High School diploma or GED required.
• 4–5 years customer service and sales experience in financial services.
• NMLS registration and Life/Health licenses within 90 days.
• FINRA SIE within 90 days of passing Life/Health license; FINRA Series 6 within 90 days; Series 63 or 66 within 90 days.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in deposits, loans, and non-interest income, and connect clients to the right team members.
• Client Experience: Resolve account questions and complaints with timely, effective research and communication; meet defined engagement and education goals.
• Risk Management: Execute transactions accurately and compliantly; minimize controllable losses.
• Handle moderately complex special projects and ensure compliance with laws and regulations.

Education

High School diploma or GED

Job description

Position Title

Branch Banking - Client Consultant II-Licensed

Location

Brooklyn, NY 11229

Job Summary

The Branch Banking Client Consultant II 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.

Hourly Range: $19.13 - $28.69

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.

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. Please click the following link for detailed information: Benefits | Flagstar Bank

Pay Range

$18.34 - $27.68