Branch Banking Client Consultant II PT

Flagstar Bank; Brentwood (NY); On-site; USD 22,427 - 34,522; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Comprehensive leave program

Job summary

Flagstar Bank is seeking a Branch Banking Client Consultant II in Brentwood to enhance client experiences and support sales initiatives. The role involves managing client relationships, resolving account issues, and working with bank partners for client solutions.

The ideal candidate should possess a high school diploma, have significant customer service experience, and ideally work in the financial sector. This position pays between $16.28 and $25.06 per hour and offers various benefits.

Qualifications

• Minimum of 4–5 years of customer service and sales experience.
• Experience in the financial services industry is preferred.
• Requires NMLS registration under S.A.F.E. Act.

Responsibilities

• Support team efforts to achieve growth targets in financial performance.
• Provide positive client experience by resolving account questions.
• Execute all sales and banking transactions accurately.

Skills

Customer service experience

Sales experience

Ability to train and mentor

Fluent in Spanish

Education

High School / High School Equivalency

Job description

Job Summary

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. The role focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure clients have access to experts who can help them achieve their financial goals. The position will encompass greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

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 initiatives.
• Client Experience: Provide a positive client experience by assisting with account questions, problems, and/or complaints and, through research and communication, resolve issues in a timely and effective manner. Deliver 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. Strive for no controllable losses.
• Additional Accountabilities: Perform more moderately complex special projects and additional duties and responsibilities as required. Consistently adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Maintain compliance with applicable federal, state and local laws and regulations.

Job Requirements

• Required Qualifications:
  • Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
  • Minimum experience required: 4–5 years of 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 RegulationZ. NMLS registration can be completed after the job entry date.
  • Ability to train and mentor others, including products and platform procedures.
• Preferred Qualifications:
  • Experience in financial services industry.
  • Experience with using and demonstrating digital products and self‑service technologies.
  • Fluent in Spanish and English.

Job Competencies

• Action‑oriented: Enjoys working hard, is action oriented and full of energy for challenging tasks. Not fearful of acting with minimal planning. Seizes more opportunities by aggressively pursuing action to achieve results. Possesses a sense of urgency.
• Business Acumen: Knows products and understands the sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.
• Approachability: Easy to approach and talk to. Spends extra effort to put others at ease. Warm, pleasant, and gracious. Sensitive to and patient with interpersonal anxieties of others. Builds rapport well.
• Problem Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions. Probes all fruitful sources for answers; sees hidden problems; provides honest analysis; looks beyond the obvious and does not stop at the first answers. Good listener and quick to gather informal and incomplete information to act upon.
• Priority Management: Prioritizes important tasks. Quickly senses what will help or hinder goal accomplishment. Eliminates roadblocks and creates focus. Uses time effectively and efficiently and values time. Achieves more in less time and attends to a broader range of activities.
• Relationship Building: Demonstrates strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross‑functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. Builds trusted client relationships—whether internal or external—by identifying needs and delivering tailored solutions to enhance overall client experience.
• Work Culture Support: Fosters or supports a positive work culture and productive work environment, emphasizing the importance of effective relationships with customers and stakeholders.

Physical Demands

No unusual physical exertion is involved.

Equal Opportunity Statement

Flagstar is an Equal Opportunity Employer.

Benefits and Compensation

Pay Range: $16.28 – $25.06 per hour. Flagstar provides teammates access to a variety of benefits—including medical, dental, vision, life, and disability insurance—as well as a comprehensive leave program.