Branch Banking - Client Consultant II-Licensed

Flagstar Bank; New York (NY); On-site; USD 2,635,000 - 3,952,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Life Insurance

Disability Insurance

Leave program

Job summary

Flagstar Bank in Brooklyn, NY, seeks a Branch Banking - Client Consultant II-Licensed to deliver best-in-class client experiences by resolving questions and detailing products to meet financial goals.

This role emphasizes client management, retention, and introductions to mortgage and business banking partners to help clients access experts for their financial needs. It also involves more lending and basic investment interactions within complex banking conversations.

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, (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).
• FINRA Security Industry Essentials (SIE) (Required within 90 days of passing the Life and Health Insurance exam).
• FINRA License Series 6 (Required within 90 days of passing Security Industry Essentials exam).
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
• Experience in financial services industry, preferred.

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, problems and/or complaints and through research and communication resolve in a timely and effective manner.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly.

Skills

Customer service

Sales

Client management

Communication

Education

High School diploma or equivalent

Tools

NMLS registration

Life and Health Insurance Licenses

FINRA SIE

FINRA Series 6

FINRA Series 63/66

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.

Flagstar Bank Pay Range $18.34 - $27.68

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.

Equal Opportunity Employer For more Information: EEOC_KnowYourRights Member FDIC/Equal Housing Lender